Onboarding pages

The single source of truth for every kickoff

Onboard anyone with a unique link to a branded task page. They complete their tasks, you get everything you need. No passwords, no friction, just results.

Clear and simple to-do lists that show who needs to do what, and when

One single page for you and your participants to collaborate on

Keeps everything in sync with your CRM

Flexible tasks

Move from to-do to done with task actions

One platform, infinite possibilities. Combine built-in tasks with a growing library of third-party app actions.

Collect data with forms

Use forms to collect data that is synced to your CRM.

Verify identity

Seamlessly integrate KYC and proof of address checks.

Secure uploads

A simple, guided way for anyone to share documents.

Request photos

Helps people take the right photos for you.

Explore all actions

Smoother onboarding

No learning curve, less friction

Tailored to your brand

We centralize your onboarding process into a beautiful, branded page that is simple, clear, and completely friction-free.

Simply upload a logo and choose a primary color, and we'll do the rest

Even the emails we send for you are branded

No passwords, no friction

Anyone invited can access their page using only their email. We’ve removed the signup process so people can start quickly and never get locked out.

Don't worry, data is always secure

Invite others to help

Your participants can invite partners, colleagues, or agents to the page to help tackle tasks.

Just invite your main contact, and let them invite others where needed

Eliminates the need for middleman emails and endless coordination

Keep things moving with comments

Stop the "Which email was that in?" hunt. Answer questions and provide feedback directly against each task.

We'll even sync each comment with your CRM so all communication is in one place

Teams love Onthen too

Run your onboarding on autopilot

Build once and automate the busywork. Monitor everything in one great dashboard.

Build your perfect reusable process with templates.

Let our automated nudges handle the follow-ups.

Customize the dashboard so it's perfect for you.

Verify identities easily

Handle KYC, proof of address, and age validation tasks directly on your tasks page.

Knows your CRM is the boss

We bridge the gap by syncing every onboarding action back to your CRM timeline and custom fields.

Explore integrations

Flexible flows

Create tasks in a sequence, or allow them to be completed in any order. Dynamically set due dates.

Built-in collaboration

Allow participants to delegate tasks directly in the page. Less for you to worry about, and gets tasks done.

One page for everyone

You and your participants literally work on the same page. See exactly what participants see.

Keep moving with comments

Answer questions directly on the task page. You'll keep communication centralized, and tasks moving.

Keeps every onboarding on track for you

We’ll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.

Branded emails

Every email we send has your brand logo and colors.

Weekly digests

Automatic weekly digest emails keeps everyone up-to-date.

Gather quality feedback that you can act on

Our built-in feedback tool collects ratings and comments for you, ensuring you always know how successful your onboarding plans are.

Identify pain points and continuously improve your onboarding processes

Use ratings to monitor the quality of the service your team is delivering

One link. One page. Every onboarding task.