Customer onboarding software pricing

Four plans from $49 per month billed yearly, or $99 month to month. Every plan includes the AI onboarding plan, the branded customer portal, intake forms, document collection, e-signatures and reminders, and customer users never cost extra.

Startup

For a small SaaS team or agency running its first onboarding playbook.

$49/mo

billed $588 yearly

$99/mo

billed monthly

10 active onboardings
20 AI onboarding plans per month
200 AI actions per month
3 team seats
1 CRM integration (HubSpot or Pipedrive)
20 e-signatures per month
10 GB storage, logo and brand color

Growth

Most chosen

For a growing implementation team with a steady flow of new customers.

$199/mo

billed $2,388 yearly

$399/mo

billed monthly

50 active onboardings
100 AI onboarding plans per month
1,000 AI actions per month
10 team seats
HubSpot, Salesforce and Pipedrive
150 e-signatures per month
100 GB storage, custom email sender name

Scale

For multi-product companies onboarding customers at high volume.

$499/mo

billed $5,988 yearly

$999/mo

billed monthly

200 active onboardings
400 AI onboarding plans per month
4,000 AI actions per month
30 team seats
All CRMs with field mapping
600 e-signatures per month
500 GB storage, custom portal domain

Enterprise

For large organizations that need SSO, priority support and invoice billing.

$1,499/mo

billed $17,988 yearly

$2,999/mo

billed monthly

1,000 active onboardings
1,500 AI onboarding plans per month
15,000 AI actions per month
100 team seats
All CRMs with custom objects
2,500 e-signatures per month
2 TB storage, white label
SAML SSO, priority support, security review pack

Customer users in the portal are always free. Cancel anytime. Upgrades charge only the prorated difference, right away.

Compare plan limits

Active onboardings and seats are counted at any one time. AI plans, AI actions and e-signatures are counted per billing period.

Startup

$49/mo yearly

Price billed monthly: $99/mo
Active onboardings: 10
AI onboarding plans per month: 20
AI actions per month: 200
Team seats: 3
Customer portal users: Included, no charge
CRM integrations: HubSpot or Pipedrive
E-signatures per month: 20
Storage: 10 GB
Branding: Logo and color
SAML SSO, priority support, security pack, invoice billing: No

Growth

$199/mo yearly

Price billed monthly: $399/mo
Active onboardings: 50
AI onboarding plans per month: 100
AI actions per month: 1,000
Team seats: 10
Customer portal users: Included, no charge
CRM integrations: HubSpot, Salesforce, Pipedrive
E-signatures per month: 150
Storage: 100 GB
Branding: Custom email sender name
SAML SSO, priority support, security pack, invoice billing: No

Scale

$499/mo yearly

Price billed monthly: $999/mo
Active onboardings: 200
AI onboarding plans per month: 400
AI actions per month: 4,000
Team seats: 30
Customer portal users: Included, no charge
CRM integrations: All, with field mapping
E-signatures per month: 600
Storage: 500 GB
Branding: Custom portal domain
SAML SSO, priority support, security pack, invoice billing: No

Enterprise

$1,499/mo yearly

Price billed monthly: $2,999/mo
Active onboardings: 1,000
AI onboarding plans per month: 1,500
AI actions per month: 15,000
Team seats: 100
Customer portal users: Included, no charge
CRM integrations: All, with custom objects
E-signatures per month: 2,500
Storage: 2 TB
Branding: White label
SAML SSO, priority support, security pack, invoice billing: Yes

Included	Startup	Growth	Scale	Enterprise
Price billed yearly	$49/mo	$199/mo	$499/mo	$1,499/mo
Price billed monthly	$99/mo	$399/mo	$999/mo	$2,999/mo
Active onboardings	10	50	200	1,000
AI onboarding plans per month	20	100	400	1,500
AI actions per month	200	1,000	4,000	15,000
Team seats	3	10	30	100
Customer portal users	Included, no charge	Included, no charge	Included, no charge	Included, no charge
CRM integrations	HubSpot or Pipedrive	HubSpot, Salesforce, Pipedrive	All, with field mapping	All, with custom objects
E-signatures per month	20	150	600	2,500
Storage	10 GB	100 GB	500 GB	2 TB
Branding	Logo and color	Custom email sender name	Custom portal domain	White label
SAML SSO, priority support, security pack, invoice billing	No	No	No	Yes

What every plan includes

The AI onboarding plan that turns a SOW, an order form or a closed-won deal into phases, milestones and two-sided tasks.
A branded customer onboarding portal per customer, opened by magic link.
Intake forms, document requests, e-signatures with an audit trail and kickoff scheduling.
Reminders and escalations sent in the recipient business hours.
Health scores, time to value reports and the handoff brief for Customer Success.

Not sure which plan fits? Count the customers you onboard at the same time. A team with up to 10 projects in flight starts on Startup; most implementation teams with a steady flow of new deals land on Growth, which adds Salesforce next to HubSpot and Pipedrive.

How billing works

Plans are subscriptions billed monthly or yearly by card, with bank authentication at checkout. Yearly billing costs half of the monthly price and is paid for the year up front.

One subscription covers a whole workspace. Upgrading charges only the prorated difference, right away, and the new limits apply as soon as it is paid. Cancelling stops the next renewal and you keep access to the end of the paid period.

Payments are final except in the cases listed in the Refund Policy. Before you buy, paste one of your own statements of work into the demo on the home page and look at the plan it builds.

Pricing questions

Anything else goes to [email protected].

How much does customer onboarding software cost here?

Startup is $99 per month or $49 per month billed yearly, Growth $399 or $199, Scale $999 or $499, and Enterprise $2,999 or $1,499. Yearly billing saves 50 percent and is charged once for the year.

Do I pay for customer users in the portal?

No. Everyone on the customer side who opens their onboarding portal is free on every plan. You pay for your own team seats and for the volume of onboardings you run.

What counts as an active onboarding?

A customer project between its creation and its go-live or handoff. When a customer goes live and the project is handed to Customer Success, the slot frees up for the next customer.

How are AI plans and AI actions counted?

They are counted as usage per billing period and reset when the next period starts. Deleting a plan or an onboarding does not return the generation to the counter. You get a notice when you reach 80 percent of a limit.

Can I change plans later?

Yes. Moving to a higher plan or from monthly to yearly takes effect as soon as the prorated difference is paid, which is charged right away. Moving to a lower plan takes effect right away and the unused part of the period is credited toward your next invoice, not paid back to the card.

Can I buy Enterprise without a sales call?

Yes. Every plan, Enterprise included, is bought online with a card. After payment you can request the security review pack and set up SAML SSO from your workspace settings.

Can I cancel at any time?

Yes, from the billing page in two clicks. Cancelling stops the next renewal and you keep access until the end of the period already paid. Payments already made are final as described in the Refund Policy.