Onboarding

Repeatable onboarding experiences for every client and teammate.

Clients & Business

Guided onboarding checklists, templates, and automation that make hand‑offs painless.

How it works

Built to keep context connected — so work moves forward without tab switching.

Built for real work — not more tabs

UNOBITS keeps onboarding connected to your projects, clients, and communication so your team works in one place.

  • Onboarding flows & templates
  • Automated tasks and reminders
  • Portal‑ready onboarding views
Built for real work — not more tabs

Connected to the rest of your OS

Link onboarding directly to CRM records, project tasks, files, and automations so context never gets lost.

  • Cross‑link anything (clients ↔ tasks ↔ conversations)
  • Permissions & roles keep data clean
  • Search across the entire workspace
Connected to the rest of your OS

Related modules

Keep exploring the connected OS.

Clients & Business

Clients & Business

CRM, onboarding, sequences, builder, finance, inventory, and add‑ons.

Portals

Client Portal

Give clients a clean, secure view of work in progress.

Automation

Automations

Make work run itself with triggers and actions.