Question 1

What is Onboardly?

Accepted Answer

Onboardly is the invisible intelligence layer that connects your CRM, onboarding, and communication tools the moment a deal closes. We capture what was promised, combine it with live customer and market signals, and generate a structured onboarding brief so teams know exactly what to do next — no more chasing info or starting from scratch.

Question 2

How does Onboardly reduce customer churn?

Accepted Answer

Onboardly detects risk and growth signals across your internal systems and the market — before they impact revenue. By surfacing actionable insights directly in Slack, your CRM, or email, every account gets proactive attention, not reactive fixes — leading to higher retention and faster expansion.

Question 3

What integrations does Onboardly support?

Accepted Answer

Onboardly integrates with popular CRM systems, PMS systems, hotel tech, hotelier, gmail, customer support platforms, communication tools, analytics platforms, and document management systems. Key integrations include Salesforce, HubSpot, Intercom, Zendesk, Slack, Microsoft Teams, Google Analytics, and Mixpanel.

Question 4

How does Onboardly's AI technology work?

Accepted Answer

Our AI reads across your systems — CRM, calls, notes, and emails — and pulls what matters most: goals, blockers, key stakeholders, and promises made. It then links that context with live signals (like product usage, new funding, or company changes) to keep your team always one step ahead.

Question 5

What ROI can companies expect from implementing Onboardly?

Accepted Answer

Companies using Onboardly typically see a 30% reduction in customer churn, 50% faster time-to-value, 40% increase in customer expansion revenue, and 60% reduction in support tickets during onboarding. For most SaaS companies, this translates to a 3-5x ROI within the first year.