Know a go-live will slip before your customer tells you.
Clarari runs every onboarding on one shared plan both sides actually use. Tasks have named owners on your team and theirs, the projected go-live date moves the moment work stalls, and everything syncs back to Salesforce and HubSpot.
Pre-launch. We are onboarding a small group of design partners now.
| Task | Owner | Due | Status |
|---|---|---|---|
| Field mapping review | AOAmara OseiClarari side | Jul 21 | Done |
| Historical order export | JWJill WhitfieldCustomer side | Jul 23 | Overdue 4d |
| SSO configuration | DMDev Mehra, ITCustomer side | Jul 25 | Overdue 2d |
| Sandbox data validation | RKRosa KimClarari side | Jul 30 | In progress |
| Admin training session | AOAmara OseiClarari side | Aug 24 | Scheduled |
Figures reflect published industry benchmarks on B2B onboarding and time-to-value, not Clarari customer data. We are pre-launch and will not pretend otherwise.
Onboarding lives in spreadsheets. That is the problem.
The plan sits in a sheet your customer never opens. Their tasks live in your inbox. By the time the slip shows up in a QBR deck, the go-live is already gone. Clarari replaces that with a single plan both sides work from.
A plan your customer actually opens
Every project gets a shared workspace with named owners on both sides. Customers join from a link, no seat licenses, no new tool to learn. Their overdue tasks get nudged automatically, so your CSM stops playing collections agent over email.
A go-live date that tells the truth
The projected go-live recalculates whenever a dependency slips, not when someone remembers to update a status column. A two-day delay in week three shows up as a two-day slip today, flagged across the whole portfolio view.
Time-to-value you can put in a board deck
Kickoff-to-value by segment, by template, by implementation manager. Milestones write back to Salesforce and HubSpot, so account executives and finance see onboarding status without asking anyone for it.
Running in an afternoon, not a quarter.
Clarari is opinionated about onboarding and deliberately boring to set up. Three steps.
Turn your best rollout into a template
Import your current spreadsheet or start from a phase structure like Kickoff, Data migration, Training, Go-live. Set dependencies once. Every new deal starts from the plan that already works.
Share it with the customer on day one
Send the workspace link at kickoff. Both teams assign owners and dates in the same place, and the customer sees exactly what is blocked on them, in plain language, with deadlines attached.
Watch the portfolio, not the inbox
One screen shows every active onboarding, its projected go-live, and which accounts are drifting. Connect Salesforce or HubSpot and the account record stays current on its own.
Pricing that starts before your budget cycle does.
Priced per implementation team member. Customers are always free, on every plan, forever. That part is not negotiable, shared plans only work if the other side can join.
Starter
For a CS lead running onboarding solo
- 3 active onboarding projects
- 1 team seat, unlimited customer guests
- Shared plans and task ownership
- Go-live projection per project
Team
For implementation teams of 2 to 15
- Unlimited projects and templates
- Up to 15 team seats included
- Salesforce and HubSpot sync
- Portfolio view with slip alerts
- Time-to-value analytics and exports
- Early access pricing, locked for 24 months
Enterprise
For orgs with 25+ implementation staff
- Everything in Team
- SAML SSO and SCIM provisioning
- Custom data retention and DPA
- API access and sandbox environment
- Dedicated implementation of Clarari itself
Questions we get from every VP of CS.
How is this different from a project management tool?
Generic PM tools are built for internal teams, so customer-facing onboarding gets bolted on with guest seats and duplicated boards. Clarari is built around the vendor-customer boundary: two-sided task ownership, customer views without licenses or training, go-live projection as a first-class object, and time-to-value reporting across every account. You could rebuild maybe half of that in a PM tool. Teams try, and that is usually the spreadsheet we replace.
Do our customers need accounts or licenses?
No. Customer participants join from a secure link, see only their project, and can comment, complete tasks, and upload files. They never pay and never count against your seats. If they ignore the workspace, Clarari falls back to email: their tasks and nudges arrive in their inbox and completions sync back.
What is your security posture?
Data is encrypted in transit with TLS 1.2+ and at rest with AES-256, hosted on AWS in US regions. Access is role-based, customer workspaces are isolated per account, and audit logs cover every change. Our SOC 2 Type II audit is in progress with a report expected in the first half of 2027; we will share the current security documentation and our subprocessor list on request during evaluation.
How does the CRM sync work?
Native, two-way integrations with Salesforce and HubSpot. A closed-won deal can create an onboarding project from the right template automatically, and Clarari writes back phase status, projected go-live, and days-to-value to fields on the account or deal. No Zapier chain to babysit.
When can we actually use this?
We are pre-launch, working with a small set of design partners through fall 2026. Design partners get hands-on onboarding from the founders, direct input on the roadmap, and the early access price locked for 24 months. If your onboarding currently lives in a spreadsheet, we would like to see it. Email us.
Your next go-live date is already moving.
Send us the spreadsheet you run onboarding from today. We will show you what it looks like as a shared plan, with the slips you cannot currently see.