Opeux for small teams

Customer onboarding software for small teams

Opeux Onboard gives every new customer a clear, branded checklist — so they know what's next and you know what's outstanding.

The problem

New customers ask the same questions every time, and onboarding details get lost in long email threads.

How Opeux helps

Opeux Onboard turns those threads into a shared checklist with a public link, progress tracking and gentle reminders.

What you get

  • Reusable onboarding templates
  • Public checklist link per customer
  • Progress at a glance
  • Collect text and file responses
  • Welcome and completion messages
  • Link onboarding to leads, quotes and invoices

One Opeux account, every tool

Free to start. No credit card needed. Add more tools when you outgrow the first one.

Start free