An App for Organizing Customer Conversations

Personal Productivity
Customer Service
Team Collaboration






Your information is always private. See our privacy policy and terms of service.
Please sign up with a Gmail for Work or Outlook 365 business email account. This means that your email must be hosted by either Google Apps (Gmail) or Microsoft Exchange (Outlook 365). Your personal @gmail.com or @outlook.com email won't work.
OK

The Intelligent Workspace

All your customer conversations, documents, and tasks, in one place



Portal

Turn email into a customer response system (CRS) everyone will love

Onboardify app

Instantly pinpoint customer emails

  Sync your Gmail or Outlook 365 inbox.

  Create intelligent workspaces for each client.

  Organize client docs, tasks and contacts.


Instantly respond to web site chats

  Add web site chat in minutes.

  Respond to chats on your phone or email.

  Auto message site visitors when they return.

Managing day-to-day customer conversations has never been easier.

Assign customer emails to team

Convert emails to tasks and assign them.


Immediately see customer emails

Always get bcc'd when a customer emails anyone.


Identify emails needing responses

Preset status tags immediately find open requests.



One view into all communications from email to chat and messaging

Welcome Proactively

Proactively start live chats with web site visitors.


Respond On Email

Tap quick replies on your mobile Gmail or Outlook app.


See Their Screen

Take screenshots without customers downloading plug-ins.


Skype Customers

One click Skype to start audio or video calls with site visitors.


Deliver Instant Offers

Onboard site visitors with automated messages while they are browsing.

Your CRM and customer support apps are automatically updated.

Automate emails to customers

Send personalized emails to your customer list.


Automate online offers and messages

Deliver personalized messages to site visitors.


Update Activity in Salesforce

Automatically publish emails to Salesforce.

Change lead status from Open to Contacted.


Messages

Organize documents, tasks and more in smart feeds.

Google Drive, Box and Dropbox integration

Organize Everything

Sort emails by customer.

Show all web site chats.

Search all messages with customers.

View documents sent to customers.

Find files sent by customers.


Integrate

Emails in Gmail for Work and Outlook 365

Files in Google Drive, Dropbox and Box.

Tasks in Asana.

Tickets in Zendesk.

Zero disruption to the ways you already communicate.

Two-Way Integrations

Emails to Asana tasks.

Asana comments to Email.

Site chats to Zendesk agents.

Zendesk updates synced to Salesforce.

Sync Salesforce accounts and leads.

Send Email to Salesforce.

Files to Google, Dropbox or Box.

Asana and Zendesk files to Email.

Skype with web site visitors.

Visitors start Skype calls with agents.

Real-time sync with Gmail for Work and Outlook 365.

Messages

An App for Organizing Customer Conversations


Onboardify is an app for organizing customer conversations, no matter where it happens, with zero disruption to the ways you already communicate. Based in San Francisco, Onboardify is helping business owners, business professionals and teams around the globe intelligently sync their customer communication channels and organize documents, tasks and more. Welcome to a new way to build better customer relationships and a better business.







Everything you need to communicate is in one app

Email, Chat and Messaging

Communicate instantly with customers on email, chat or messaging.

Gmail & Outlook 365 Sync

All email, files and customer contacts in one place for your team.

Secure Customer Portal

Customers securely log in to view messages, tasks, and cases.

Email to Asana Tasks

Automatically escalate email requests to Asana tasks for resolution.

Email to Salesforce Sync

Communicate instantly with leads or contacts and update Salesforce automatically.

Email to Zendesk Sync

Automatically send customer emails to Zendesk tickets.

Website and In-App Sidebar

Messages, files, and tasks visible on your site or your app.

Skype Video and Audio Calls

One click Skype to start audio or video calls with site visitors.

Chrome and Safari Extension

Notifications and one-click access to customer conversations.

Share Screens

Take and share screenshots with customers for real time support.

Notifications Without CCs

Receive notification for customer emails, even if you're not cc'd.

Search Customer Conversations

Easily search for information across all customer conversations

Online Presence Detection

See when your customers are online and message them instantly.

Email and Website Automation

Send customers automated messages on email, on site, or in-app.

Welcome Forms and Messages

Welcome new customers when signing up on your site.

Attachments to Cloud File Storage

Automatically send file attachments into Google Drive, Dropbox and Box.