IN THE FIELD GUIDE
onboardhive
onboardhive.com
OnboardHive is client onboarding software designed for agencies that tracks proposal engagement and manages the onboarding process through a single magic link. It enables clients to sign, pay, complete intake forms, and upload assets without needing to log in, while providing real-time tracking and AI-powered features for agencies.
THE PRODUCT, BEYOND THE PITCH
Automatically researched · Not editorially reviewed · Sources checked Sep 11, 2026
A good fit for
Not confirmed yet.
Know the limitations
- Pro plan limits completed onboardings to 20 per month; unlimited onboardings in progress.
What you can do
- Agencies needing to track client proposal engagement and automate client onboarding.
Features
- Proposal open tracking with active read-time and re-open alerts.
- One magic link that carries clients from proposal to fully onboarded including signing, payment, intake, and uploads.
- AI-powered intake analysis that generates kickoff briefs from client answers.
- Branded client portal with custom branding and optional password protection.
Integrations
Not confirmed yet.
Platforms & data export
- Supports exporting or deleting all client data and files at any time.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Add a client to generate a private magic link with no client installation or signup.
- Client completes signing, payment, and uploads in the browser while progress is tracked live.
- Client is marked fully onboarded when signed, paid, intake done, and assets are in, with zero chasing.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
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Plan a switch from onboardhive →What changed
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