The fastest way from closed-won to first value.
FirstValue replaces spreadsheets, Slack threads and email chaos with a single source of truth for your implementation team — and a branded portal for your customers.
- AI-assisted task drafts, approvals and QA — built in, not bolted on
- Customer portal with white-label theming and embedded forms
- Automations, audit log and SOC 2-ready RBAC from day one
Acme Corp · Onboarding
Started Apr 14 · Target launch May 22
Closing the deal was the easy part.
Most onboarding tools treat your customer as a ticket. Yours treats them as the project they actually are.
Lost in Slack
Customers chase you in 4 different channels. Status updates live in heads, not systems — and the one person who knows is on PTO.
Missed milestones
Phases slip. Approvals stall. By the time you notice, churn risk is already in the pipeline and your QBR slide looks bad.
Spreadsheet entropy
Every implementation manager builds their own template. Nothing scales. Nothing improves. Onboarding #100 looks just like #1.
One platform. Three jobs.
Orchestrate the work, collaborate with the customer, accelerate everything with AI. Built as one product, not three acquired ones.
Run every onboarding like your best one.
Templates → phases → milestones → tasks. Reusable, versioned, owned by your team. Automation rules trigger reminders, approvals and handoffs.
- Templates
- Phases
- Milestones
- Automation rules
- SLAs
A portal your customers actually open.
White-label customer portal with embedded forms, file uploads, approvals and comments. Magic-link auth — no passwords, no support tickets.
- Branded portal
- Forms
- Approvals
- File requests
- Notifications
AI that does the boring work, not just the demo.
Draft replies, summarize threads, score project health, and auto-QA forms. Every AI suggestion is reviewable in a queue — humans always in the loop.
- AI drafts
- Insights
- Auto-QA
- Review queue
Every workflow your team already has — just better.
From kickoff to go-live, on one timeline.
Real dependencies. Real ownership. Real progress — the kind that doesn’t need a Monday status meeting to understand.
- Phases & tasks with owners, dates, dependencies and SLAs — versioned per template.
- Side-by-side portfolio view: see all 47 active onboardings, filter by risk, sort by go-live date.
- Custom fields for industry, ARR tier, complexity — drive automations from them.
Your brand. Your domain. Their progress.
A portal customers actually open. Logo, palette, custom domain — and a magic link that doesn’t make them remember another password.
- White-label theming — logo, colors, fonts, custom domain. Looks like your product, not ours.
- Embedded forms & uploads — request the W-9, the SSO metadata, the brand assets in one place.
- One-click approvals with full audit trail — never “who signed off on this?” again.
Four AI tools that earn their keep.
Not a chatbot. Four focused, queue-based AI tools that draft, summarize, score and QA — and ask for review before anything ships.
- Drafts — reply suggestions from full thread context, ready to edit and send.
- Insights — weekly health scores per project, with the “why” attached.
- Auto-QA — form submissions checked for missing fields, conflicts, bad data before they hit your inbox.
- Review queue — every AI action is human-approvable. No surprises, full audit log.
If this, then that — for onboarding.
Composable rules in plain English. When phase ends, kick off the next one. When form is filed, assign a reviewer. When task is overdue, nudge — then escalate.
- Visual rule builder with triggers, conditions and actions — no YAML, no Zapier middleware.
- Built-in actions: assign, notify, request approval, post to Slack, fire webhook, create task.
- Dry-run mode — test rules against historical projects before flipping them on.
Teams using FirstValue ship onboardings faster — with the same headcount.
BASED ON AGGREGATED DATA FROM 50+ IMPLEMENTATION TEAMS · 2025–2026
We replaced a Notion board, three Google Sheets and a private Slack channel with FirstValue. Our customers stopped asking “where are we?” — they just check the portal. We doubled our team’s project capacity without hiring.
Plays well with the tools you already pay for.
Webhooks and REST API for everything else. Self-hosting? Bring your own SMTP and S3.
See all 40+ integrationsEnterprise-grade security. SMB pricing.
Most onboarding tools charge enterprise tier for the basics. We ship them on day one — even on the free plan.
Compliance
- SOC 2 Type II · in progress
- GDPR-ready DPA & subprocessor list
- Append-only audit log on every CUD
- EU & US data residency on Enterprise
Authentication
- Magic-link auth for customers — zero passwords
- SSO/SAML & SCIM provisioning
- RBAC with 16 system roles & 50+ permissions
- Session controls, IP allow-listing, MFA
Data
- Self-host option — your AWS, GCP or on-prem
- Presigned upload URLs · MIME & size whitelist
- Encryption at rest (AES-256) & in transit (TLS 1.3)
- Your data is never used to train AI models
Pricing that doesn’t punish you for growing.
Per-user, no minimums, no “talk to sales” wall on the things you actually need.
Free
For solo IMs and pilot projects.
- Up to 3 active projects
- 1 customer portal
- Magic-link auth · audit log
- Community support
Team
For implementation teams shipping daily.
- Unlimited projects & portals
- Full AI suite — drafts, insights, auto-QA
- Automations · custom domain · white-label
- Native CRM integrations (HubSpot, Salesforce)
Enterprise
For regulated industries & large rollouts.
- SSO/SAML · SCIM · audit exports
- Self-host on your AWS / GCP / on-prem
- EU / US data residency · DPA & BAA
- Dedicated CSM, 99.9% SLA, priority support
Questions you’d ask on a sales call.
Your next onboarding starts in 2 minutes.
No credit card. No “talk to sales” wall. Just open a project and invite your customer.