Onboard Clients in
Minutes, NotDays
Automate your agency's client onboarding with smart workflows, branded portals, and seamless automation. From signup to first deliverable in under 10 minutes.
Everything You Need to
Onboard Clients Seamlessly
From automated workflows to branded client portals, PrismOnboard gives you
all the tools to create a professional onboarding experience
Automated Workflows
Create custom onboarding flows that run automatically when clients sign up
Learn moreBranded Client Portals
Give clients a professional portal with your logo, colors, and custom domain
Learn moreSmart Form Builder
Collect client information with dynamic forms that adapt based on responses
Learn moreDocument Collection
Securely collect contracts, agreements, and files from clients automatically
Learn moreReal-Time Progress Tracking
Monitor onboarding progress with live updates and completion percentages
Learn moreTeam Collaboration
Assign tasks, add notes, and collaborate with your team throughout onboarding
Learn moreEmail & SMS Notifications
Keep clients informed with automated email and SMS updates at every step
Learn moreFrom Signup to First Client in
Under 10 Minutes
No complex setup. No technical skills required. Start onboarding professionally today.
Build Your Workflow
Select a pre-built template tailored for agencies—website launches, branding projects, or marketing campaigns. Or start from scratch and design your perfect process with our visual builder.
Invite Your Client
Send a professional, branded invitation with your logo. Your client gets instant portal access to submit information, upload files, and track their project status—no training needed.
Automate & Deliver
Watch your workflow handle the busy work: sending reminders, collecting approvals, updating statuses, and notifying your team. You stay focused on the creative work that matters.
Simple, Transparent
Pricing For Everyone
Choose the plan that fits your agency. All plans include a 27-day free trial—no credit card required.
Starter
Perfect for small agencies getting started
- Up to 10 active clients
- 3 team members
- All features included
- Unlimited projects
- Client portal access
- Invoice management
- Email automation
- Workflow builder
Professional
For growing agencies with more clients
- Up to 50 active clients
- 10 team members
- All features included
- Unlimited projects
- Client portal access
- Invoice management
- Email automation
- Workflow builder
Enterprise
For large agencies with custom needs
- Unlimited clients
- Unlimited team members
- All features included
- Unlimited projects
- Client portal access
- Invoice management
- Email automation
- Workflow builder
Ready to Transform Your
Client Onboarding?
Join hundreds of agencies saving 50+ hours per month with automated workflows and branded client portals.
No credit card required • Full access to all features • Cancel anytime