OnboardHive
OnboardHive
OnboardHive gives every client one private magic link: a tracked proposal that shows opens, active read-time and re-opens, which then flips into a branded onboarding portal for sign, pay, intake and uploads.
About OnboardHive
OnboardHive is proposal tracking and client onboarding software built for agencies, consultants and B2B service teams. Each client receives one private magic link that first shows a tracked proposal, logging opens, active read-time while the page is in focus, and re-opens, with instant alerts when a client returns after going quiet.
When the client accepts, the same URL becomes a branded onboarding portal where they sign the agreement, confirm the deposit, fill in intake, grant access and upload assets. Clients need no account, password or install, and progress saves automatically. A dashboard shows the exact step a client is stuck on, auto-reminders handle stalled clients, and AI turns intake answers into a kickoff brief.
Files can be stored in the agency's own Google Drive or in OnboardHive's encrypted storage, with export or deletion available anytime. Integrations named include Google Drive, Notion, Slack and Dodo Payments, plus outbound webhooks. Higher tiers add white-labelling, custom domains, a REST API, and team features such as roles, proposal approvals, client assignment and an activity log.
Best for
- Marketing and creative agencies
- Independent consultants
- B2B service teams with shared pipelines
- Accountants onboarding clients
Pros
- One link covers proposal, signing, payment, intake and uploads
- Clients never need to create an account
- Tracks active read-time and alerts on re-opens
- Option to store files in your own Google Drive
Cons
- Trial requires a card, per the pricing page
- White-label and custom domain only on Scale and above
- Pro plan limited to 20 completed onboardings per month
Pricing
All plans start with a 14-day trial (card required); Pro is $19/mo or $190/yr, Scale is $49/mo or $490/yr, Team is $20/user/mo with a 3-user minimum, and a lifetime deal is offered on AppSumo.
OnboardHive FAQ
- Do clients need an account to use OnboardHive?
- No. Each client gets a private tokenized link and completes everything in the browser without signup or password.
- How does proposal tracking work?
- It logs each open, measures active read-time while the page is in focus, and records return visits, sending an alert when a client re-opens after going quiet.
- How do plan limits work?
- Onboardings in progress are unlimited on every plan; Pro includes 20 completed onboardings a month, while Scale and Team are unlimited.
- Where are client files stored?
- Either in your own Google Drive, where OnboardHive keeps only a link, or in its default encrypted storage, with export or deletion available anytime.
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