OnboardHive
Freemium CRM for agencies automating client onboarding and proposal tracking
Recommended for
- Solo / Indie
- Idea-Stage
- Pre-Seed
- Seed
- Series A
- Scaleup
SSIE
Stage Fit Recommendations
Following data shows why OnboardHive is recommended for listed teams. The Fit Score represents the percentage fit of OnboardHive to each company stages, as calculated by the SSIE.
Stage
Fit Score
Fit Reasons
Solo / Indie
$0–$2,000 MRR
72- Clients start without accounts or passwords
- Start a 14-day trial directly online
- Encrypted storage for hosted client files
- Pro plan, about $19/mo for 1 user
Idea-Stage
$0
74- Reusable onboarding templates and saved flows
- Connects Google Drive Notion Slack Dodo Payments
- Export or delete client data anytime
- Pro plan, about $19/mo for 1 user
Pre-Seed
$0–$10k MRR
87- White-label portal and custom agency domain
- Shared pipeline and client ownership for teams
- Email support included across every plan
- Scale includes concierge onboarding and priority support
- Pro plan, about $38/mo for about 2 users
Seed
$10k–$100k MRR
89- One link covers proposals through onboarding
- Tracks proposal opens read-time and reopens
- Automatic reminders chase stalled clients
- Pro plan, about $57/mo for about 3 users
Series A
$100k–$500k MRR
87- Team roles for owners admins and members
- Team roles approvals and workload visibility
- Team plan, about $120/mo for about 6 users
Scaleup
$500k–$2M+ MRR
81- REST API with scoped keys on Scale and Team
- Cross-client proposal engagement analytics
- Team plan, about $320/mo for about 16 users
Description
OnboardHive is a no-code CRM built for agencies and consultants to streamline client onboarding and proposal tracking. The platform tracks proposal opens, read-time, and re-opens via a single shareable link, converting it into a branded onboarding portal upon client acceptance. Features include e-signature collection, custom intake forms, file uploads, and real-time progress tracking. AI-powered tools generate onboarding flows, draft kickoff briefs, and analyze client data to improve conversion rates. Native integrations with Google Drive and Notion eliminate manual data entry, while the freemium model provides full functionality without upfront costs.
FAQs
OnboardHive records proposal opens, active read-time, repeat visits and forwards. Re-open alerts help agencies follow up when a client returns to a proposal, while section-level read-replay shows what held their attention.
No. Each client uses a private magic link in their browser, without creating an account or password. They can return to the same link later, where their onboarding progress is saved.
Pro is $19 per month, Scale is $49 per month, and Team is $20 per user per month with a three-user minimum. Each plan starts with a 14-day trial; annual billing gives two months free.
No. OnboardHive focuses on proposal engagement and the client onboarding gap after a deal closes. It does not run a full sales CRM, project task board, time tracking or general invoicing workflow.
The Team plan includes individual logins, owner, admin and member roles, proposal approvals, client assignment, workload visibility and an append-only shared activity log.
Pricing
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Live within 24 hours.
Free. No credit card.
Reviewed by a human. SSIE Fit Scoring.
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