OnboardHive
Freemium CRM for agencies automating client onboarding and proposal tracking
Recommended for
- Solo / Indie
- Idea-Stage
- Pre-Seed
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
71- Free tier available, no upfront cost
- Entry pricing sized for this stage
- Detailed audit logging of user activity
Idea-Stage
$0
69- Free tier available, no upfront cost
- Entry pricing sized for this stage
- Detailed audit logging of user activity
- Multi-factor authentication not listed
Pre-Seed
$0–$10k MRR
60- Free tier available, no upfront cost
- Entry pricing sized for this stage
- Detailed audit logging of user activity
- SOC 2 Type II not listed
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.
Pricing
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