Onboard, engage, and delight customers
From first contact to ongoing success—manage onboarding, track projects, handle support, and maintain complete interaction history. Everything your team needs in one unified platform.
Trusted by 2,000+ teams
The newest tools for productive teams
Five upgrades that compound: track project health over time, see work in the view your team prefers, log every billable minute, clone proven onboarding flows, and collaborate live on a shared knowledge base.
Status Reports
This week vs last week, every project — at a glance.
Multi-view Boards
Kanban, Gantt, and Table — your team picks the view.
Time Tracking
Log hours against any interaction, export billing reports.
Onboarding Templates
Clone proven workflows with relative-date scheduling.
Knowledge Base
Real-time edits and comment threads on every shared doc.
Everything you need to manage customer success
From onboarding to ongoing support, BlueHill gives your team the tools to deliver exceptional customer experiences at every touchpoint.
Customer Onboarding
Streamline customer onboarding with document uploads, custom forms, and progress tracking.
Dynamic Form Builder
Create custom forms for any use case—intake forms, surveys, feedback collection, and more.
Email Integration
Send and receive customer correspondence directly within the platform.
Projects & Boards
Organize work with Kanban boards, track project milestones, and collaborate with your team.
Task Management
Track daily, weekly, and monthly tasks with flexible views and due dates.
Interaction Timeline
Complete chronological history of every customer interaction.
Internal Notes
Keep sensitive discussions private with internal notes that customers never see.
Role-Based Access
Six permission levels from owners to portal users.
Reports & Analytics
Track response times, resolution rates, and satisfaction scores.
Streamlined Customer Onboarding
Guide customers through every step of onboarding with customizable workflows. Collect documents, gather information with dynamic forms, and track progress.
- Drag-and-drop form builder with 20+ field types
- Document upload with automatic organization
- Multi-step onboarding workflows
- Progress tracking and completion reminders
- E-signature integration ready
Visual project management
Organize customer work with flexible Kanban boards. Create projects for onboarding, implementations, or ongoing engagements.
- Customizable project boards
- Project templates for common workflows
- Task assignments and due dates
- Labels, priorities, and custom fields
- Link tasks to customers and tickets
- Activity feeds and comments
Never miss a follow-up
See everything you need to accomplish across flexible time views. Toggle between daily focus, weekly planning, and monthly overview.
- Daily task view for focused execution
- Weekly calendar with Gantt-style bars
- Monthly overview for planning ahead
- Priority levels (high, medium, low)
- Progress tracking with percentages
- Recurring task schedules
- Due date reminders and notifications
Bill every minute, automatically
Log time against any interaction with a one-click stopwatch. Generate billing reports by customer, project, or team member — and turn tracked hours into invoices without spreadsheets.
- One-click stopwatch on every customer interaction
- Billable vs internal classification per entry
- Weekly time sheets with team rollups
- Invoice generation from logged hours
- Export to CSV, PDF, or push to QuickBooks
Complete customer history
Every email, call, note, and ticket in one chronological view. Never ask "what happened with this customer?" again.
- Chronological activity feed
- Filter by interaction type
- Internal notes clearly marked
- Quick search across all history
- Linked tickets and projects
- Full email thread preservation
- Call logs with duration tracking
Self-service for your customers
Give customers their own branded portal to submit tickets, complete onboarding forms, track progress, and view their interaction history.
- Branded portal with your logo and colors
- Ticket submission and status tracking
- Onboarding form completion
- Document uploads and downloads
- Complete interaction history
- Mobile-responsive design
Data-driven decisions
Understand team performance and customer patterns with powerful analytics. Track key metrics, identify trends, and export reports.
- Real-time performance dashboards
- Response and resolution time tracking
- Customer satisfaction scores
- Team workload distribution
- Onboarding completion rates
How BlueHill works
A streamlined workflow that takes customer inquiries from inbound to resolved, with full visibility at every step.
Receive
Inbound emails and form submissions are automatically captured.
Route
Smart assignment rules direct work to the right team member.
Collaborate
Team members add internal notes and track progress.
Resolve
Complete tasks, send responses, and maintain history.
Simple, transparent pricing
Try free for 14 days. No credit card required. Scale as your team grows.
Starter
For small teams getting started
- Up to 5 team members
- 1,000 emails/month
- Basic ticket management
- Email integration
- 5 custom forms
- 7-day interaction history
Professional
For growing teams that need more
- Up to 25 team members
- 10,000 emails/month
- Full onboarding workflows
- Unlimited custom forms
- Project boards & Kanban
- Daily/weekly/monthly tasks
- Full interaction timeline
- Customer portal access
- Advanced reports
- Priority support
Enterprise
For organizations at scale
- Unlimited team members
- Unlimited emails
- Custom integrations
- Advanced analytics
- White-label portal
- Dedicated account manager
- SLA guarantee
- SSO & advanced security
- Custom workflows
Ready to transform customer success?
Join thousands of teams using BlueHill to onboard, engage, and delight their customers. Start your 14-day free trial today — no credit card required.