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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.

Description

OnboardHive serves as a comprehensive client onboarding solution tailored for agencies, consultants, and B2B service firms. It provides each client with a single, private magic link that streamlines two essential functions, effectively replacing the cumbersome five-tool setup that many small agencies assemble immediately after a deal is finalized. The first phase involves the proposal process, where you can publish various versions (like v1, v2, v3) directly to the client's link. OnboardHive meticulously tracks every interaction, monitoring metrics such as each time the link is opened, the duration of the active read measured in ten-second intervals while the tab remains visible, and sending alerts when a previously inactive client returns. This return is a critical buying signal that often goes unnoticed by many teams. Clients can easily accept or decline proposals within the link itself—eliminating the need for logins, accounts, or lost PDFs amidst email exchanges. Once the client approves the proposal, the link transforms seamlessly into a branded onboarding portal, allowing for a smooth transition without the need to resend information or reiterate explanations. This second phase addresses the critical onboarding step that many other tools fail to adequately cover, ensuring a cohesive client experience from proposal to onboarding. In doing so, OnboardHive not only simplifies the process but also enhances client engagement and satisfaction significantly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

WWS Open API Yes 

Integrations

WWS Open API No 

Pricing Details

£40 per user
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FastDox

Founded

2018

Country

United Kingdom

Website

fastdox.co.uk

Vendor Details

Company Name

OnboardHive

Founded

2026

Country

India

Website

onboardhive.com

Product Features

AML

Behavioral Analytics No 
Case Management Yes 
Compliance Reporting Yes 
Identity Verification Yes 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring Yes 
Watch List No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates No 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing No 
Progress Tracking Yes 
Task Progress Tracking Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Product Features

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