Now in early access — join the waitlist

Stop losing clients
in the onboarding gap

Lyniro is the client onboarding software that replaces email chaos and Slack threads with a shared workspace — where your CS team manages the process and your clients actually participate. Tasks, progress, chat, and at-risk alerts in one place.

14-day free trial
No credit card required
Set up in 15 minutes
Works with any CRM
app.lyniro.com/dashboard
📊 Dashboard
📈 Analytics
💬 Messages
📋 Templates
⚙️ Settings
Customer Onboarding
14 active plans · 3 at risk
Active Plans
14
Avg Completion
67%
Blocked Tasks
3
CUSTOMERPROGRESSSTATUSRISK
Sarah Chen
TechVenture Inc
78%
Stage 3
Blocked
Emily Rodriguez
Innovate Co
94%
Stage 4
On Track
James Okafor
ScaleUp Ltd
22%
Stage 1
Stalled
15min
Average setup time
Higher task completion rate
40%
Faster time to value
$79
Starting price per month
Sound Familiar?

Your customer onboarding process
is bleeding revenue — silently

68% of SaaS churn happens in the first 90 days. It's almost never the product. It's the onboarding. See the data →

📧

Clients go dark the moment they sign

You send the welcome email. Then nothing. Three follow-ups later, they've lost momentum. Your go-live date slips by two weeks — and your renewal is already at risk.

📊

Blockers sit unresolved for days

A client gets stuck. They mention it in passing on a call. By the time it reaches the right person, five days have passed. That's five days of stalled progress — and five days closer to churn.

😕

Clients feel like passengers, not partners

No shared plan. No visibility into their own progress. No clear next step. Without ownership in the process, clients disengage — and disengaged clients rarely renew.

How It Works

First client onboarded
the same day you sign up.

Three steps from signup to a live onboarding plan — no technical setup, no developer, no training required.

1

Create your onboarding plan in minutes

Pick a pre-built SaaS onboarding template or build your own. Add stages, assign tasks to your team or the client, set due dates. Your plan is ready before the kick-off call ends.

2

Invite your client — zero friction for them

Your client receives a personalised welcome email with their full onboarding plan. No app download. No account creation. One click and they're completing their first task — before the call is even over.

3

Watch progress happen — automatically

Tasks complete. Stages unlock. Blockers trigger instant alerts. At-risk accounts surface before they churn. You spend your time helping clients succeed — not chasing them for status updates.

The Feature Competitors Don't Have

Clients complete tasks
straight from their inbox.

The number one reason customer onboarding stalls is portal friction. Clients don't want to log into another tool. So they don't. They open the welcome email, intend to deal with it later, and never come back.

Lyniro's email-first approach meets clients where they already are. Every task goes to their inbox with a single "Complete This Step" button. One click. Task done. You're notified. No login, no portal, no friction — ever. Asana pioneered this for internal teams. We built it for your clients.

3× higher client task completion vs portal-only tools
Clients act the same day — not after 3 follow-up emails
SHA-256 hashed single-use token per task — enterprise-grade security
Built Different

A client onboarding platform
built for both sides of the relationship.

Purpose-built for SaaS customer onboarding, agency project delivery, and consulting — where your client's participation is as important as your team's.

🔒

Structured, stage-locked onboarding journeys

Clients see a clear roadmap — not an overwhelming list. Each stage unlocks as the previous one completes. No confusion. No skipping ahead. Just steady progress toward go-live.

📨

Email-first task completion — no client login

The feature that sets Lyniro apart. Tasks land in your client's inbox. One click completes them — no portal login, no app download, no friction. Completion rates go through the roof.

💬

Built-in client chat — no Slack required

Messenger-style chat tied directly to the plan. Full history, online status, read receipts. Every conversation stays where the work is — not buried in a separate tool or email thread.

⚠️

Automatic at-risk client detection

Lyniro watches every plan continuously. Overdue tasks, stalled activity, multiple blockers — flagged automatically so your team can intervene before a difficult renewal conversation becomes a cancellation.

📝

Internal notes with visibility control

Write private notes your client will never see — strategy, escalation context, internal flags. Toggle any note to "shared" and it appears on the client portal instantly. Complete control, zero awkward moments.

📊

CS leadership analytics dashboard

Owner and Manager views with per-CSM performance, pipeline health, churn risk panel, and weekly activity trends. See who's thriving, who needs help, and which accounts are about to go quiet.

👥

Role-based access for your whole CS team

Owner, Manager, and Member roles with a proper hierarchy. Managers can view their team's dashboards directly. Everyone sees exactly what they need — and nothing they shouldn't.

🔌

Self-serve API — connect any CRM

Generate your own API keys in seconds. Connect to HubSpot, Salesforce, Zoho, Pipedrive, or any tool via Zapier and Make. No IT team, no waiting, no enterprise contract required.

🔔

Real-time alerts for every meaningful change

Task completed? Alert. Client blocked? Urgent alert. Message received? Alert. Stage finished? Alert. Your team always knows what's happening — across every active onboarding plan.

Honest Comparison

The best client onboarding software
doesn't have to cost $500/month.

Dock and Arrows are built for enterprise budgets. Lyniro is built for the CS teams that actually need this — without the enterprise price tag.

Feature Lyniro Dock Arrows Notion
Starting price$79/month$350/month$500/month$8/user/mo
Email-first task completion FullLimited
Built-in native chat Native
At-risk detection AutomaticLimited
Client participation Full two-sidedView onlyLimitedManual setup
Internal notes + visibility
CRM compatibilityAny CRM via APISelect onlyHubSpot onlyVia Zapier
Free trial14 days, no cardDemo onlyDemo only
Lyniro vs Dock → Lyniro vs Arrows →
Pricing

Priced for growing teams.
Not enterprise budgets.

Start free with your first 3 clients. Upgrade when you're ready. No contracts, no setup fees, cancel anytime.

Monthly
Annual Save 2 months
Free
$0/mo

Onboard your first 3 clients and see the difference. No card needed, ever.


  • 3 active onboarding plans
  • 1 user seat
  • Basic template library
  • Email task completion
Starter
$66/mo

Your first real CS tool. Everything you need to run structured onboarding for 10 clients.


  • 10 active onboarding plans
  • 3 user seats
  • Full template library
  • Built-in chat + internal notes
  • Email notifications
Scale
$332/mo

Unlimited scale. Custom domain, dedicated support, and full API access for high-volume teams.


  • Unlimited onboarding plans
  • Unlimited user seats
  • Custom domain for portals
  • Priority support
  • 100K API calls/month
  • Advanced analytics

We're in early access. Join the waitlist to lock in founding pricing and get priority access when we launch.
Need white label or SSO? Contact us for Enterprise →

Early Feedback

Teams who made the switch

★★★★★

We used to chase clients over email for weeks. Now they complete tasks the same day we assign them. The email-first flow is a game changer — they don't even know they're using a portal.

AK
Aisha K.
Head of Customer Success · Series A SaaS
★★★★★

At-risk detection alone is worth the subscription. We caught two accounts heading toward churn because they hadn't completed setup. Intervened, resolved the blockers, both renewed.

MR
Marcus R.
VP Customer Success · B2B SaaS Platform
★★★★★

We run implementation projects for enterprise clients. Lyniro replaced a mess of Google Docs, Notion pages, and Slack threads. Our clients actually love having their own portal.

SL
Sofia L.
Founder · Digital Agency
Learning Hub

Free guides on client onboarding software,
customer success, and churn reduction

Our most-read guides help CS teams master every part of client onboarding software — from applying customer onboarding best practices and using our free customer onboarding checklist template, to learning how to reduce SaaS churn in the first 90 days, measuring time to value in SaaS onboarding, and comparing the best Dock alternatives for client onboarding software.

Browse all client onboarding guides & CS resources →
FAQ

Common questions

No. Your clients access their onboarding portal completely free and can complete tasks directly from email with no login required. You pay — they get a seamless experience.
Lyniro works with any CRM or no CRM at all. Growth and Scale plans include self-serve API keys so you can connect to HubSpot, Salesforce, Zoho, Pipedrive, or any tool via Zapier or Make. Native CRM integrations are on the roadmap for 2026.
Add your name and email to the waitlist. We're onboarding CS teams in batches — early access members get priority spots, founding pricing locked in, and direct input on the roadmap. No credit card required at any point during early access.
Yes. Upgrade or downgrade at any time. Upgrades take effect immediately. Downgrades take effect at your next billing cycle. Your existing plans and customer data are never affected by a plan change.
Dock is built for enterprise sales rooms and starts at $350/month. Arrows requires HubSpot and starts at $500/month. Lyniro is purpose-built for CS teams running structured client onboarding — with email-first task completion, built-in chat, and at-risk detection — starting at $79/month. We also work with any CRM, not just HubSpot. See our full comparison of Dock alternatives →
Yes. Annual billing saves you 2 months — equivalent to about 17% off. You pay once a year with no monthly hassle. Annual plans can be cancelled for a pro-rated refund.
Yes. Cancel anytime with no cancellation fees. Your data is always yours — export everything before cancelling if you need to. Monthly plans end at the billing cycle. Annual plans receive a pro-rated refund.

Your next client deserves
better than a welcome email.

Lyniro is in early access. Join the waitlist and be first to onboard your clients properly — with email-first tasks, at-risk detection, and built-in chat.

Join the Waitlist — Free Early Access See Pricing

Early access is free · No credit card ever · Limited spots available

Early Access

Be first to onboard your clients properly.

Lyniro is the client onboarding software built for CS teams who are done chasing clients over email. Join the waitlist — early access is free, and founding pricing is locked in for the first 50 teams.

No credit card required  ·  Early access is free  ·  Limited spots

Founding team pricing locked in
Direct input on the roadmap
Priority onboarding when we launch