Client Onboarding, Simplified
Automate your agency's client onboarding with powerful workflows, branded client portals, and seamless project management. Built for modern agencies.
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Everything you need to onboard clients seamlessly
Powerful features designed specifically for agencies to streamline their client onboarding process.
Automated Workflows
Create custom onboarding workflows with email automation, forms, approvals, and tasks.
Client Portal
Branded portal where clients can track projects, view invoices, and communicate with your team.
Quick Setup
Get started in minutes with pre-built templates and intuitive drag-and-drop workflow builder.
Project Tracking
Manage projects with phases, tasks, and deliverables. Keep clients informed every step of the way.
Time Savings
Automate repetitive tasks and focus on what matters - delivering great work for your clients.
Secure & Compliant
Enterprise-grade security with role-based permissions and complete audit trails.
Simple 3-step process
Start onboarding clients professionally in just a few clicks
Create Your Workflow
Choose from templates or build custom workflows with our intuitive builder. Add emails, forms, tasks, and approvals.
Invite Your Client
Send a branded invitation to your client. They'll get access to their portal and can start the onboarding process immediately.
Track & Manage
Monitor progress in real-time, communicate with clients, and manage projects all from one central dashboard.
Simple, transparent pricing
Choose the plan that fits your agency. All plans include 14-day free trial.
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 that have streamlined their onboarding process with PrismOnboard.