Proposal Tracking + Client Onboarding | OnboardHive
Client onboarding software for agencies. Track proposal opens, read-time and re-opens, then onboard through the same magic link. Free plan, no card.
What is Proposal Tracking + Client Onboarding | OnboardHive?
Client onboarding software for agencies. Track proposal opens, read-time and re-opens, then onboard through the same magic link. Free plan, no card.
Key Features
Proposal Tracking
See every open, active read-time, and re-open the moment it happens, so you follow up at exactly the right time. Never too early, never too late.
Automated Onboarding
One magic link walks each client through sign, pay, intake, and upload at their own pace. No logins, no back-and-forth email.
Live Stall Radar
A live stall radar shows exactly where a client is stuck, and AI turns their intake and onboarding into a smooth process.
Branding and Customization
Fully customizable with your brand, logos, and colors to provide a seamless experience for your clients.
Tool Information
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