Cheaper than one lost deal
Start free, no card. One magic link per client carries them from tracked proposal to finished onboarding. Upgrade when the hive fills up.
free forever
Track real proposals and onboard your first clients, free.
- →10 tracked proposals / month
- →3 completed onboardings, total
- →Unlimited onboardings in progress
- →Open, read-time & re-open alerts
- →OnboardHive badge on portal
or $190/yr · 2 months free
For consultants & small studios.
- →Unlimited tracked proposals
- →20 onboardings completed / month
- →Unlimited in progress
- →Auto-reminders for stalled clients
- →AI drafts, briefs & analysis (400 credits/mo)
- →Outbound webhooks & Slack alerts
Move up whenYou ran out of free proposals and want the AI + reminders doing the chasing.
Start freeor $490/yr · 2 months free
Unlimited clients, your brand, your stack.
- →Everything in Pro
- →Unlimited onboardings / month
- →3,000 AI credits / month
- →White-label — remove our badge
- →Custom domain (clients.youragency.com)
- →Client emails from your own domain
- →REST API + API keys
- →Cross-client engagement analytics
- →Concierge onboarding + priority support
Move up whenA client asked who OnboardHive is. At Scale they never find out — your domain, your logo, your sender.
Start freemin 3 users · or $200/user yearly
For agencies with a team. One workspace, one bill.
- →Everything in Scale, for every user
- →Team logins with roles (owner / admin / member)
- →Proposal approvals — review before it reaches a client
- →Client assignment + workload view
- →Shared activity log (who changed what)
- →Per-member scoreboard: win rate, value, speed
- →Pooled AI credits — 1,000 / user / month
- →Add or remove seats anytime, prorated
- →Team onboarding call with the founder
Move up whenThe second someone else can send a proposal, you need to know who sent what — and to catch the wrong price before the client does.
Start free👋 Book a call with the founderNot sure which plan fits? Talk to the founder, not a script.
15 minutes with the person who builds OnboardHive — plan questions, migrations from another tool, or a walkthrough on your own pipeline.
Three things break the day someone else can send a proposal.
None of them are capacity problems, so no amount of “unlimited” fixes them. They're coordination problems, and they're what the Team plan is actually for.
Someone sends the wrong price
A junior quotes last quarter's rate, or discounts to close, and the client has already read it. You find out at the invoice.
On TeamTurn on proposal approvals and a member's proposal comes to you first. Approve it and it's live instantly; send it back with a note and the client never knew a draft existed.
Two people chase the same client
A shared board with no owners means every client is everyone's — so the good ones get double-chased and the stalled ones get chased by nobody.
On TeamEvery client cell has one named owner, defaulted to whoever added it. A workload view shows who's carrying what, and flags anything that's gone quiet for a week.
Nobody knows who changed what
A stage moved, a version went out, a client got reassigned. On a solo account you were there. With three people, it's a guess.
On TeamAn append-only activity log records every publish, approval, stage move and reassignment with the person's name — and keeps the name even after they leave the team.
What it costs for your team
- →$20 per user, per month. No tiers to jump, no minimum term.
- →Every seat gets everything in Scale — white-label, custom domain, the API.
- →4,000 AI credits a month, pooled across the team.
- →Add or drop a seat mid-month; we prorate it the same day.
Same 4 people, elsewhere
Competitor prices are their published list price per seat, per month, checked Aug 2026.
Every feature, every tier.
| Free$0forever | Pro$19/mo | Scale$49/mo | Team$20/user/mo · min 3 | |
|---|---|---|---|---|
| Win the deal | ||||
| Tracked proposals | 10 / month | Unlimited | Unlimited | Unlimited |
| Open + active read-time trackingCounts seconds the tab was actually visible, not seconds it was open. | ||||
| Instant re-open alerts (buying signal)They came back 30+ minutes later. That's the moment to call. | ||||
| Proposal read-replay, section by sectionWhich sections they lingered on, which they skipped. | ||||
| Forward detectionA second reader on the same link — they're showing a decision-maker. | ||||
| Interactive pricing (packages + add-ons) | ||||
| Accept / decline in the link | ||||
| Shareable “deal won” cards | ||||
| Cross-client engagement analyticsWhich proposals get read, where readers drop off, across every client. | – | – | ||
| Onboard the client | ||||
| Completed onboardings | 3 total | 20 / month | Unlimited | Unlimited |
| Onboardings in progressNever capped — a slow client can't block your pipeline. | Unlimited | Unlimited | Unlimited | Unlimited |
| Proposal → onboarding in one link | ||||
| E-signature with audit trail | ||||
| Intake forms & secure uploads | ||||
| Deliverables hub with client approvals | ||||
| Google Drive & Notion sync | ||||
| Auto-reminders for stalled clients | – | |||
| Monthly client progress digest | – | |||
| Templates & saved flows | 1 + 1 | Unlimited | Unlimited | Unlimited |
| Your brand | ||||
| Your logo & brand colour on the portal | ||||
| White-label (remove our badge)Your client never sees the words “OnboardHive”. | – | – | ||
| Custom domain (clients.youragency.com)The link itself is yours. TLS issued automatically. | – | – | ||
| Send client emails from your domain | – | – | ||
| Team & control | ||||
| Team logins (each user their own login) | – | – | – | 3+ users |
| Roles & permissions (owner / admin / member) | – | – | – | |
| Shared pipeline — whole team, one board | – | – | – | |
| Proposal approvals before a client sees itA member's proposal goes to you first. Catches the wrong price before the client does. | – | – | – | |
| Client assignment — one owner per dealNobody double-chases; nothing sits unowned. | – | – | – | |
| Workload view (who's carrying what, what's stalled) | – | – | – | |
| Shared activity log — who changed what, whenAppend-only. Survives someone leaving the team. | – | – | – | |
| Per-member scoreboard: win rate, value, speedMedian time-to-decision per person, not an average one deal can skew. | – | – | – | |
| Add or remove seats anytime, prorated | – | – | – | |
| AI assist | ||||
| AI credits / month (1 action = 1 credit) | – | 400 | 3,000 | 1,000 / user, pooled |
| AI proposal drafts | – | |||
| AI reply drafts on the Q&A thread | – | |||
| AI kickoff brief from intake answers | – | |||
| AI deal analysis (why it's stalling) | – | |||
| Developers & data | ||||
| Outbound webhooks (Slack, Zapier, Make, generic)Signed with the Standard Webhooks scheme. | – | |||
| REST API + API keysPull your pipeline into your own CRM or dashboard. Read & write scopes. | – | – | ||
| CSV export of your pipeline | ||||
| Full account data export | ||||
| Support | ||||
| Email support | ||||
| Concierge onboarding + priority support | – | – | ||
| Team onboarding call with the founder | – | – | – | |
Pricing questions
Is the free plan really free?+
Yes. No card required. The Free plan tracks 10 proposals a month and lets you complete 3 onboardings total per account (unlimited in progress), with full open, read-time, and re-open alerts. Upgrade only when you outgrow it.
What counts as an 'active client'?+
A client currently in onboarding. Leads and tracked proposals are generous on every plan, you only use an active-client slot when onboarding is genuinely in flight. Finish onboarding and the slot frees up.
How does the Team plan work?+
The Team plan is $20 per user per month with a 3-user minimum, so it starts at $60/month. Every user gets their own login on one shared workspace — proposals, clients, onboarding and analytics — with owner, admin and member roles, everything in Scale (white-label, custom domain, your own email domain, the API), and AI credits pooled at 1,000 per user. Add or remove seats anytime; your subscription is prorated automatically. On annual billing you get 2 months free, same as every plan. And if you have questions, there's no sales team — you talk directly to the founder.
Why would I pay per user instead of just staying on Scale?+
If you're one person, don't — Scale is the better deal and it has everything except the team features. Team exists for the problems that only appear with a second person: two people chasing the same client, nobody knowing who changed a price, and a junior sending a proposal you'd have wanted to see first. Team gives every user their own login, assigns each client an owner, logs who did what, and can hold a member's proposal for your approval before it ever reaches the client. At three seats it's $60/month — one caught pricing mistake pays for a year.
What are proposal approvals?+
A Team-plan setting the account owner turns on. When it's on, a proposal published by someone with the 'member' role doesn't go to the client — it goes to a review queue for the owner and admins. You approve it (it goes live on the client's link immediately) or send it back with a note saying what to change. Until it's approved, the client's link keeps showing the last approved version; they never see that a draft existed. Owners and admins always publish directly.
Can I see who on my team is actually closing?+
Yes, on the Team plan. The scoreboard shows each person's proposals sent, won, lost, win rate over decided deals, total value won, open pipeline, and median days from first proposal to decision. It uses the median rather than the average on purpose — one deal that dragged for six months would otherwise make a fast closer look slow. Deals are attributed to whoever the client is assigned to, not whoever happened to publish a version.
What can I do with the API?+
Read your pipeline from your own stack: clients, stage, proposal status and version, deal value, engagement (opens and read-time), and onboarding progress. It's a REST API over HTTPS with bearer-token auth, cursor pagination, and read or write scoped keys you create and revoke in Settings. It's included on Scale and Team. Client magic-link tokens are never returned by any endpoint. Full reference at /docs/api.
How does annual billing work?+
Annual plans give you two months free, you pay for ten months and get twelve. You can switch between monthly and annual any time.
Do my clients pay anything or need an account?+
Never. Your clients open one magic link, no signup, no password, no fee. Pricing is per agency, not per client.
What happens if I downgrade?+
Nothing is deleted. Plan-only features simply stop: white-label puts our badge back on the portal, custom domains stop serving and links revert to the OnboardHive host, API keys stop authenticating, and team seats collapse to the owner. Your clients, proposals, versions, tracking history and onboarding data all stay exactly where they are, and come straight back if you upgrade again.
Can I cancel anytime?+
Yes. Cancel whenever you like and you keep access until the end of the period you already paid for, then drop to Free. No lock-in.