OnBoard Sales is a sales platform under M.A.D.E. Media Inc., positioned to help face-to-face sales, call center, and fundraising teams acquire high-quality customers. The product emphasizes a “data-driven platform for sales” and covers workflows from field sales execution and customer lifecycle communications to data collection, reporting analytics, and payment processing.
The platform’s core modules lean toward field and in-person sales management. On the sales side, it offers Sales Tools, Contactless Mode, Payments, Call Center, and Gamification, making it suitable for teams that need in-person visits, contactless sign-ups, or phone follow-ups. For the customer journey, it supports customizable email, social media, and SMS messages. On the management side, it includes flexible user hierarchies, Field Management, Campaign Management, Scheduling / Assignments, and Mobile Device Management, which can help manage canvassers or distributed representatives. On the data side, it provides prebuilt reports, charts, submission lists, ROI measurement, real-time automated exports, data pushes to multiple destinations, and custom workflows.
The crawled page content does not disclose specific pricing; it only mentions Sales Pricing and Book a demo, suggesting that quotes most likely require scheduling a demo or contacting sales. For payments, OnBoard says it can connect with major payment gateways and supports instant online and offline payment processing, but it does not list specific gateway names. Its integration capabilities are mainly reflected in real-time data export and data pushing, while CRM, marketing tool integrations, or API documentation are not clearly published. On security, the platform emphasizes data security as a core focus, regularly completes vendor security questionnaires and undergoes technical reviews, and supports secure handling of sensitive data during processing, transmission, and storage. It also mentions Fraud Detection; however, no explicit certifications such as SOC 2, ISO 27001, or GDPR were found.
Its main strength is a clear focus on specific use cases, especially field customer acquisition, fundraising, face-to-face sales, and call center teams. The functional chain is fairly complete, spanning representative tools, scheduling and assignments, mobile device management, and report exports. The downside is limited public transparency: plan pricing, free trials, third-party integration lists, deployment options, and API support are all unclear. It is better suited to mid-sized and larger teams that are willing to book a demo and need customized field sales workflows, rather than small teams looking for a lightweight CRM only.
Website accessibility from mainland China cannot be determined from the page content alone, so it is marked as unknown. Payments and contracts may also need to be confirmed with the Canadian vendor. For local use in China, comparable options include 纷享销客, 销售易, and 红圈营销. International alternatives include Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM, and Microsoft Dynamics 365 Sales.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on onboardapp.co official site.
onboardapp.co is an overseas SaaS Tools provider. TG4G tracks its product information, an overall rating of 5.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach onboardapp.co directly.