Onboarding workflows made simple.

Turn messy post-sale onboarding into a clean, trackable flow. Create forms, build checklists, and share one link with your customers.

Create a free workflow

No credit card required

Customer Onboarding
3 tasks remaining
Complete company profile
Upload your logo
Invite team members

Everything you need to onboard customers

Simple tools that work together seamlessly

Build clean forms
Create beautiful, Tally-style forms with blocks. Add text fields, dropdowns, file uploads, NPS scales, and more.
Create onboarding Onboards
Build Notion-style checklists with sections and tasks. Link forms to auto-complete tasks when submitted.
Share one link
Give your customer a single URL. They see their personalized onboarding flow with all tasks and forms in one place.
Customer View

One link, complete visibility

Your customers get a clean, focused view of their onboarding progress. They see what's done, what's next, and can complete forms inline.

  • Progress bar
  • Mobile-friendly
  • Email gating
  • Branded experience
acme.onjoin.app/onboarding
Your Onboarding Progress
2 of 4 tasks complete
Complete company profile
Verify your email
Connect your data source
Invite your team
Customer Onboarding Onboard
Getting Started
Complete company profile
Verify your email
Setup
Connect your data source
Invite your team
Onboards

Guide customers through onboarding

Create structured onboarding flows with sections and tasks. Link your forms to tasks that auto-complete when customers submit.

  • Sections and tasks
  • Form integration
  • Progress tracking
  • Email notifications
Form Builder

Collect information with beautiful forms

Build forms block-by-block with our intuitive editor. Drag to reorder, click to edit. Support for text fields, choices, dropdowns, file uploads, and more.

  • Multi-page forms
  • All input types
  • Conditional logic (coming soon)
  • Custom thank-you pages
Customer Intake Form
Tell us about your company
Company name
Acme Inc.
Industry
Select an option

Built for customer-facing teams

Whether you're onboarding, implementing, or handing off—OnJoin keeps it organized

SaaS onboarding
Guide new customers through setup with structured tasks. Collect configuration details and track progress.
Customer success handoffs
Seamlessly transition customers from sales to success. Ensure nothing falls through the cracks.
Implementation kickoffs
Collect requirements, assign tasks, and keep complex implementations on track from day one.
Post-sale workflows
Automate the post-signature chaos. Give every customer a clear path forward.

Simple, transparent pricing

Start free with everything you need. Upgrade when you're ready to grow.

Free
Everything you need to get started
$0/mo
Unlimited forms
Unlimited submissions
Collect NPS
Collect Signatures
Upload Files
Notifications
Unlimited Form Length
Public Links
Multi-Page Forms
Clean Forms
And many more...
Get started free
Pro
Built for Business Growth
$29/mo
Everything in Free, plus:
Add unlimited team members
Onboards (Shareable Onboarding Flows)
Customize branding
Additional Form Automation
CRM Integrations
Remove OnJoin badge
Upgrade to Pro

How it works

Get started in minutes, not days

1
Create your forms
Build beautiful forms with our block-based editor. Add the fields you need, customize the styling.
2
Build a Space
Organize tasks into sections. Link your forms so submissions auto-complete tasks.
3
Share the link
Send one URL to your customer. They see their personalized onboarding flow with progress tracking.

Frequently asked questions

Everything you need to know about OnJoin