Customer onboarding software with branded onboarding portals
Give every new customer one branded, secure portal for welcome content, training and kickoff materials, then keep using it for QBRs and renewals. Never lose an email attachment again.
What is customer onboarding software?
Customer onboarding software gives a new customer a structured path from signed contract to first value: who their contacts are, what happens in the first weeks, the training and materials they need, and what comes next. When that path lives in email threads and attachments, key stakeholders miss it and the customer success team answers the same questions again.
Zoomforth takes a content-led approach. Each customer gets a branded, secure portal with the welcome content, kickoff deck, recordings and documents in one place, and your team sees which people on the customer side engaged with it. For the full process, read our client onboarding strategy guide.
One branded onboarding portal per client
Start from a template with your brand styling built in, clone it for each new customer, and personalize it with their name, logo, contacts and plan. Share it with named people or the whole customer email domain, and protect it with a password, email authentication, multi-factor authentication or SAML single sign-on.
Because every customer has their own portal, your team can reveal content stage by stage, see who has not opened the kickoff materials yet, and follow up with the right person. Firms that need a longer-term space for deliverables and updates can use the same approach as a branded client portal.
Prioritize customer retention and increase engagement
Zoomforth’s customer success platform is a flexible, no-code environment designed to meet all your customer success needs – from onboarding to client retention.
Store and display customer information, videos, recordings, documents, and more in a dedicated client portal. With a single point of access, customers & departments alike can stay on the same page – literally.
Expand on existing opportunities with speculative and targeted campaigns to advance business, and adapt as you go with real-time engagement data.
Safeguard customer information with enterprise-level security
Zoomforth puts security first with a choice of security protocols for enterprise-level companies. Keep client information secure with a choice of password protection, email authentication, Multi-Factor Authentication (MFA), or Single-sign-on/SAML.
Stay in control of your content by limiting or granting access to sub-pages, live streams, and documents on an as-needed basis.
Gain visibility with data-driven customer insights
Access real-time site analytics and increase customer engagement with data-driven decision-making. View individual data, site analytics, and account analytics with detailed microsite tracking – located right inside our customer success platform.
Elevate the customer experience by meeting your customers where they’re at – and identify opportunities based on their unique engagement data.
Beyond onboarding: QBRs, renewals and expansion
The onboarding portal does not expire when onboarding ends. The address stays the same, so customer success teams add quarterly business review decks, product updates and renewal documents to it, and use engagement data to spot which stakeholders are still active before the renewal conversation. To prepare the meeting itself, use our quarterly business review template.
Content-led onboarding vs. task-based onboarding tools
Onboarding tools fall into two groups. Task-based tools manage the project: tasks, owners, due dates and milestones. Content-led tools like Zoomforth manage what the customer reads and watches. Zoomforth does not track tasks, so teams with complex implementations often use both.
| Criteria | Content-led onboarding (Zoomforth) | Task-based onboarding tool |
|---|---|---|
| Main job | Deliver welcome content, training, recordings and documents | Plan and track onboarding tasks and milestones |
| What the customer sees | A branded portal built for their account | A project plan or checklist |
| Engagement data | Which customer stakeholder read or watched what | Which tasks are complete or overdue |
| After onboarding | Same portal for QBRs, renewals and expansion | Project closes when tasks are done |
| Best for | Customers with several stakeholders who need context and materials | Implementations with many dependencies and owners |
For a vendor-by-vendor view, see our guide to client onboarding tools.
Onboarding portal examples
- Customer onboarding portal examples
Branded onboarding portals built by customer success and account teams on Zoomforth.
- Client onboarding portal example
One portal for a fictional new client, with the first 90 days, the people to call, and every shared document.
- The Orientation Company case study
Benefit portals built for each client's employees.
- Braze case study
Driving client interest and engagement with microsites.
Onboard customers with branded success portals
Create a curated customer experience that naturally lends itself to first-class enterprise customer support. Easily view customer conversations, reference key documents, and access essential info in a single, immersive platform.
Secure customer onboarding and content sharing
Prioritize enterprise-level information and data security and protect commercially sensitive information. Zoomforth offers password and email authentication, 2FA or Single Sign-On for maximum security at all times.
Drive product adoption with interactive portals
Boost engagement with dynamic, personalized, full-trackable microsites that are desktop, tablet, and mobile-friendly.
Connect customer success tools and your CRM
Keep your customer success team connected with platform integrations for Google, Zapier, Slack, Google Analytics, Adobe, Microsoft Office, and more.
On-brand customer success portals
Receive a unique built-in brand theme, including fonts, design elements, and colors – courtesy of Zoomforth – or integrate your existing branding into our customizable templates and elements.
Centralize onboarding content in one portal
With all your communications, training, articles, and documents stored in a single cloud-based portal, spend less time locating materials and more time prioritizing customer success.
Drive customer success with a secure digital platform
See what customer success teams have to say about working with Zoomforth.
Trusted by three of the Big Four accountancy firms and these forward-thinking companies:
Discover what you could create
See more examples
-
Marketing landing page 1
Engage your audience and drive conversions with an immersive, media-rich microsite. -
Client portal
Walk clients through your process step-by-step with a digital client portal custom-made for collaboration. -
Personalized onboarding portal
Bring your team together with access to a personalized onboarding portal.
Customer onboarding software FAQs
What is customer onboarding software?
Customer onboarding software helps a company take a new customer from signed contract to first value by delivering welcome content, training, kickoff materials and next steps in a structured way. Zoomforth does this with one branded, secure onboarding portal per client and engagement data on every customer stakeholder.
Does Zoomforth replace a task-based onboarding tool?
No. Zoomforth is content-led: it presents the welcome materials, training, recordings and documents a new customer needs, and shows who engaged with them. It does not assign tasks or track project milestones. Teams that need task management keep their project or onboarding tool and link it from the Zoomforth portal.
Can I use the same portal for QBRs and renewals?
Yes. The onboarding portal stays at the same address, so teams add quarterly business review decks, product updates and renewal documents to it as the relationship develops, and use engagement data to see which stakeholders are still active.
Can I livestream meetings from the Zoomforth site?
Yes. Keep meetings and training secure by embedding a link to your live stream. Viewers can use password authentication to log in and stream live during your event, or view it on demand after the live stream has ended.
Can I hide and reveal content in an onboarding portal?
Yes. You can hide and reveal PDF content or microsite subpages through the editor. This lets you keep confidential information private, stagger learning experiences, or make time-limited offers.
Can I share an onboarding portal with groups, or just individuals?
Both. Add email addresses one by one, or share the portal with an entire email domain so everyone at the customer can sign in.
Can I add our branding to email notifications sent from the portal?
Yes. Zoomforth adds your branding and logo to emails sent through the platform, and can make them appear as though they were sent from your own domain.
Check out Zoomforth's microsite use cases
See more examplesAccount-based marketing platform for personalized ABM microsites
Bring teams together with a data-rich collaborative ABM solution. Build custom microsites, engage target accounts with personalized digital content experiences, and analyze in real-time—all in a single, intuitive platform.
Learn more: Account-based marketing platform for personalized ABM micrositesLaunch high-converting campaign microsites in hours
Learn more: Launch high-converting campaign microsites in hoursBranded client portal software for professional services firms
Share deliverables, video and updates with each client in one branded, secure space, and see which people on the client side actually use it.
Learn more: Branded client portal software for professional services firmsAn enterprise content marketing platform to take control of your brand
Create branded, interactive content experiences with our enterprise content marketing platform. Share dynamic content, win more business, and track how your audience engages with your brand—Zoomforth has you covered.
Learn more: An enterprise content marketing platform to take control of your brandGrow your brand with custom contest and sweepstakes microsites
Interactive, promotional microsites to host your competition, sweepstakes, or contest.
Learn more: Grow your brand with custom contest and sweepstakes micrositesA creative agency platform for captivating customer experiences
Showcase your creativity with personalized, branded microsites.
Learn more: A creative agency platform for captivating customer experiencesDigital sales room software for enterprise deals
Give every buying group one branded, secure room for the proposal, the evidence and the next steps, and see which stakeholder read what.
Learn more: Digital sales room software for enterprise dealsInternal communications platform for branded news, onboarding, and policy hubs
Give company news, onboarding, and policies one branded address your comms or HR team builds without code, and see which employees read each page.
Learn more: Internal communications platform for branded news, onboarding, and policy hubsAn enterprise lead generation platform for quality B2B leads
Enterprise software for lead generation: elevate your customer experience with custom-built, on-brand microsites.
Learn more: An enterprise lead generation platform for quality B2B leadsBuild personalized microsites for every product launch
An intuitive product page improves user experience and streamlines sales. Guide your customers through a clear buying experience with a personalized product microsite.
Learn more: Build personalized microsites for every product launchEnterprise recruitment software for branded microsites
Talent acquisition is a highly competitive undertaking. Communicate organizational value, not just a job description.
Learn more: Enterprise recruitment software for branded micrositesSales enablement platform for enterprise teams
Empower your sales team with dynamic content and customized client engagement
Learn more: Sales enablement platform for enterprise teams