Streamline Your
Customer Onboarding
Replace scattered emails, spreadsheets and documents with a shared workspace for your customers. Onboard customers faster, with less friction and more clarity.
Dashboard
Onboarding Summary
See how Borda works in 60 seconds
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Faster time to value
%
Faster customer onboarding
%
Visibility into pipeline
Features
Everything you need to onboard customers
Powerful tools to help you streamline customer onboarding, reduce time-to-value, and scale your CS operations.
Shared onboarding spaces
Give every customer a dedicated onboarding space with clear tasks, deadlines, and real-time progress tracking.
- Fully customizable and with your branding
- Clear path and next steps for your customers
- Real time communication with all stakeholders
Onboarding Plan
Overview and tracking
One simple dashboard which gives you insights into your onboardings in seconds.
- Track progress and find bottlenecks
- Engagement scores and activity tracking
- Find unknown stakeholders
Onboarding overview
12
Active
68%
Avg. completion
2
At risk
Full automation
Borda handles the busywork so your team can focus on what matters.
- Automated reminders to stakeholders
- Personalized templates with Borda AI
- Instant updates in Slack and Teams
Automation activity
Reminder sent to Sofia Garcia
"Upload branding details" is due in 2 days
Borda AI created onboarding plan
Template personalized for "Nordic Health"
Slack update sent to #acme-onboarding
Task "Intro Meeting" completed by Acme Corp
Teams update sent to David Hansen
2 new tasks assigned in "Global Systems"
Automate & standardize customer onboarding
Onboarding plans that drive action
Interactive task lists with due dates, assignees, and automated reminders – so you can stop chasing and start closing.
Templates that scale your expertise
Full visibility on progress & engagement
3 Reasons why customers use Borda for onboarding
Reason #1
Reduced churn
Nearly a quarter of customer churn stems from one thing: poor onboarding. Get the first 90 days right, and customers stay. Get it wrong, and they're gone.
Source: Wyzowl
Reason #2
Powerfully simple
Buyers don’t want another login or endless email threads. Borda gives them a clean, mobile-friendly page with everything they need—something they can actually forward upstream and get decisions made. It's not flashy. It's focused.
Reason #3
Scale effortlessly
Customer Success teams are busy. Borda reduces their administrative work and enables more onboardings with the same headcount—automated reminders, templates, and central visibility so you can scale without scaling the team.
Onboarding spaces for your customers
Create personalized and customized spaces for your customers, with everything they need to successfully launch.
Collaborative Spaces
Give your customers a single space to manage their onboarding with a clear path to success.
Task Management & Action Plans
Create clear action plans with tasks, due dates and assignees to give ownership from the start, improving engagement and accountability.
File Sharing & Resources
Upload presentations, PDF's, videos, links, and everything else your customer needs to complete their onboarding.
Progress Tracking
Both you and your customers see real-time progress. No more guessing where things stand.
Secure Access
Decide who has access and how, with optional password protection, open or closed access, and more.
Get more value from your tools
Connect your tools, connect your teams. Borda integraties with Slack and Microsoft Teams, with Hubspot and Salesforce coming soon giving you full visibility and control over your customer onboarding process, everywhere.
Built for every stakeholder
From CSMs to VP of Success, Borda solves the chaos of onboarding at every level.
For Customer Success Teams
Stop chasing customers with endless emails. Get a clear view of every onboarding, automate busywork, and guide customers to value faster.
Read moreFor Your Customers
Give your customers a clear roadmap. A dedicated portal where they can see tasks, upload files, and track progress without getting lost in email threads.
Read moreFor Your Organization
Gain visibility into your implementation pipeline. Predict revenue realization, identify bottlenecks, and standardize your onboarding process.
Read more
Got questions?
Everything you need to know about Borda, customer onboarding and how to get started.
What is Borda?
Borda is a customer onboarding platform that replaces scattered emails, spreadsheets and docs with one shared workspace. Your customers get a clear path to success, and your team gets full visibility.
Do my customers need to create an account?
No. Customers access their workspace with a single link – no login, no password, no friction.
Can multiple team members use Borda?
Yes. Invite your whole CS team. Everyone can create, manage and track customer workspaces together.
What integrations do you support?
Slack and Microsoft Teams today. HubSpot, Salesforce, Zapier and more coming soon.
What happens after my free trial?
You pick a plan and keep going. No surprises, no hidden fees. Cancel anytime if it's not for you.
Need help? Contact our support team.
Contact supportWhy we built Borda
I've spent years onboarding customers using emails, spreadsheets, and tools that never talked to each other. Every project meant chasing people manually. Borda is what I wished I had – one workspace where customers know what to do and CS teams stop drowning in admin.
Security at Borda
Customer trust and security are critical to everything we do. Learn how we adhere to industry-leading standards in data protection and security compliance.
GDPR compliant
SSO/SAML
256-bit SSL
Simple, transparent pricing
Start with a 14-day free trial. No credit card required.
Growth
For teams ready to ditch spreadsheets and email chaos.
5 active spaces
2 templates
Unlimited users
Slack & Teams integration
Activity tracking
Custom branding
Scale
Full power for teams who onboard customers at scale.
Everything in Growth
Unlimited spaces
Unlimited templates
Remove Borda branding
Analytics
Priority support
Enterprise
Custom solutions for large teams.
SSO
Dedicated CSAM
API access