Design custom onboarding workflows for your customers. Manage multiple brands and organisations. Forms, e-signatures, ID and licence-disc scanning, KYC and POPIA compliance — with AI tools and your own branding on paid plans.
A complete platform with all the building blocks to create professional, compliant onboarding experiences
Drag-and-drop builder to design custom onboarding journeys. Select from KYC, compliance, agreements, consent forms, and more — no code needed.
Upload any agreement or application form. Our AI reads the document, extracts all fields, and builds a fully interactive digital form — instantly.
Collect legally binding signatures with full metadata capture. Create, send, track and counter-sign all agreements in one place.
Company registration, director verification, proof of address, facial liveness and 1:1 matching — all built-in and POPIA compliant.
Manage multiple brands or entities under one account. Each organisation gets its own logo, display name, team, and set of workflows.
Connect your own business mailboxes and send onboarding invites, reminders and notifications from your own domain. Available on all paid plans.
Dramatically reduce customer effort. AI pre-fills fields from previously collected data and surfaces intelligent suggestions throughout the journey.
Customers snap their ID, passport or vehicle licence disc and the details are read automatically — or typed in manually. Capture as many vehicles as needed.
Keep multiple contacts per company and send any agreement to another contact in one click. See every workflow's status at a glance on your customer list.
Daily client reminders, counter-sign digests and compliance expiry checks keep every onboarding moving without chasing.
Every step, signature and verification is logged. Download a complete onboarding pack per customer through secure, expiring links.
Mix and match standard steps to build any onboarding journey — each one pre-fills from what your customer has already told you.
Up and running in minutes, not months
Register your company, upload your logo, set your display name. Start on the free plan instantly — no credit card required.
Pick from the step library — KYC, vehicle details, agreements, consent, and POPIA compliance — or upload a document for AI to build the form.
Send a secure onboarding link to any company contact. Track each workflow's status in real time, and automatic reminders follow up for you.
Review submissions, counter-sign agreements, approve KYC documents — all in one admin view. Upgrade anytime to remove branding and unlock more flows.
Start free. Upgrade as you grow. Remove branding on any paid plan.
Get started with no commitment
Platform branding shown to your customers
For small teams getting serious
1 month free trial
For growing businesses
1 month free trial
Unlimited scale, dedicated support
Custom contracts available
All prices exclude VAT. Discount codes available. Contact us for custom enterprise pricing.
Join organisations using OnboardPro to create world-class customer onboarding experiences.