OnboardHive
A client onboarding and proposal tracking tool for agencies, consultants, and freelancers.
Where to buy
1 offerPlans on AppSumo
- Onboardings completed/month: 20
- AI credits/month: 400/month
- Role based access: 0
- Onboardings completed/month: Unlimited
- AI credits/month: 3,000/month
- Role based access: 0
- White-label
- Custom domain
- Client emails from your own domain
- REST API + API keys
- Cross-client engagement analytics
- Concierge onboarding + priority support
- Onboardings completed/month: Unlimited
- AI credits/month: 1,000/user/month
- Role based access: 3 seats
- White-label
- Custom domain
- Client emails from your own domain
- REST API + API keys
- Cross-client engagement analytics
- Concierge onboarding + priority support
- Proposal approvals, review before it reaches a client
- Client assignment + workload view
- Shared activity log
- Per-member scoreboard: win rate, value, speed
- Add or remove seats anytime, prorated
- Team onboarding call with the founder
Details
- Works on
- Web app (SaaS)
- Alternative to
- Dubsado, Honeybook, PandaDoc
- Best for
- Agencies, Consultants, Freelancers
- Integrates with
- Google Drive, Slack, Webhooks
- For agencies
- API access, White-label / Reseller
Why it's good
- Track proposal reading activity and section engagement
- Update proposal versions while keeping the same link
- Turn accepted proposals into branded onboarding portals
- Collect typed signatures and track intake progress
- Plan limits for onboarding and AI credits vary by tier
OnboardHive combines proposal tracking with client onboarding. It reports reading activity, section engagement, and scroll depth, and can alert users when a client reopens a proposal. Proposal versions can be updated at the same link, and clients can accept or decline online. After acceptance, the link can become a branded portal for signatures, deposits, intake, and file uploads.
The tool is designed for agencies, consultants, and freelancers managing proposals and project kickoff. Features include automated reminders, AI-assisted kickoff briefs, Google Drive integration, and client progress tracking. Limits for completed onboardings and monthly AI credits vary by plan, so compare the Pro, Scale, and Teams tiers. This is an early-stage Radar product with lifetime access; AppSumo states refunds are available up to 60 days, and the Radar guarantee does not apply.
