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.
Communicate instantly with customers on email, chat or messaging.
All email, files and customer contacts in one place for your team.
Customers securely log in to view messages, tasks, and cases.
Automatically escalate email requests to Asana tasks for resolution.
Communicate instantly with leads or contacts and update Salesforce automatically.
Automatically send customer emails to Zendesk tickets.
Messages, files, and tasks visible on your site or your app.
One click Skype to start audio or video calls with site visitors.
Notifications and one-click access to customer conversations.
Take and share screenshots with customers for real time support.
Receive notification for customer emails, even if you're not cc'd.
Easily search for information across all customer conversations
See when your customers are online and message them instantly.
Send customers automated messages on email, on site, or in-app.
Welcome new customers when signing up on your site.
Automatically send file attachments into Google Drive, Dropbox and Box.
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