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Client onboarding software for agencies. Track proposal opens, read-time and re-opens, then onboard through the same magic link. Free plan, no card.

Code Effects is the fastest and most intuitive .NET business rules engine trusted by government entities and Fortune 500 corporations all over the world

Website, pricing, platforms and company facts side by side.
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| Website | onboardhive.com | codeeffects.com |
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| Company | Startup from India · 1 - 9 employees · 2026 | 2009 |
| Listed in |
In their own words, as submitted to SaaSHub.


Winning a new client should feel like a win. Instead it kicks off a week of chasing a contract stuck in someone's inbox, an invoice that needs three follow-ups, an intake form half-filled and forgotten. The excitement drains away before the real work starts, and every so often a signed client...
Code Effects Software is the developer of state-of-the-art business rules engine that combines an incredible performance of rule evaluation with revolutionary web interface, allowing the end-users to author and manage their corporate business rules with no knowledge of programming languages or IT...
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As answered by people managing OnboardHive and Code Effects.
OnboardHive's answer
OnboardHive transforms static proposals and fragmented onboarding into a single interactive client journey. Instead of sending PDFs that disappear into inboxes, agencies can create branded onboarding experiences with real-time engagement tracking, e-signatures, automated onboarding, and a client portal all in one place.
Unlike traditional proposal or project management tools, OnboardHive shows exactly how prospects interact with your proposal, helping agencies follow up at the right time, reduce ghosting, and close more deals.
OnboardHive's answer
Most tools solve only one part of the client journey. Proposal software ends after signing, while client portals start after onboarding.
OnboardHive connects the entire process from proposal to signature, onboarding, client collaboration, and ongoing communication—in a single branded experience. This eliminates tool switching, creates a smoother client experience, and helps agencies save time while improving conversion rates.
Key benefits include:
Interactive proposals with engagement analytics Built-in e-signatures Automated client onboarding White-label client portal Faster follow-ups based on real client activity Designed specifically for agencies and service businesses
OnboardHive's answer
OnboardHive is built primarily for agencies and service-based businesses that manage multiple client relationships.
Our ideal customers include:
Digital marketing agencies Web design and development agencies Branding and creative studios AI automation agencies Software development companies Consulting firms Freelancers and consultants Video production agencies SEO agencies
Anyone who sends proposals, signs clients, and manages onboarding can benefit from OnboardHive.
OnboardHive's answer
I kept seeing the same thing happen to good agencies and consultants: they'd win the client, celebrate for an afternoon, and then lose a week to the handoff. A contract stuck in someone's inbox. An invoice that needed three follow-ups. An intake form half-filled and forgotten. The excitement of a new project quietly draining away before the real work even started and every so often, a signed client slipping through the cracks entirely.
None of it was a selling problem. It was an onboarding problem, spread across too many disconnected tools. So I built OnboardHive to close that gap: one magic link that carries a client from proposal to kickoff sign, pay, intake, files with no logins for them and no chasing for you.
If you've ever felt a won deal go cold in the handoff, that's exactly what this is for. It's early, and I'm building it in the open — tell me what your onboarding actually needs, and it'll shape what comes next.
— Santhosh Gowda, founder, OnboardHive
OnboardHive's answer
As OnboardHive is currently in its early growth stage, we are working with a growing group of agency owners, marketing teams, and software development companies through our beta and early-access program.
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