OnboardHive
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OnboardHive is a client onboarding and proposal tracking platform for agencies, consultants, and B2B service teams. It combines proposal sharing, client engagement tracking, and onboarding workflows in a single private link, allowing clients to review proposals and complete the next steps in their browser without creating an account.
The platform supports proposal open tracking, active reading time, return-visit alerts, agreement signing, payment or deposit confirmation, client intake forms, access requests, and file uploads. Teams can monitor onboarding progress in real time, identify stalled steps, and use AI-generated intake summaries to create kickoff briefs. OnboardHive also provides branded client portals with customizable names and colors, password protection for confidential content, and Google Drive integration for storing proposal documents and client files in dedicated folders. It is designed to reduce manual follow-ups and organize the transition from signed proposal to completed client onboarding.
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