Onboard, engage, and delight customers
70% of churn happens in the first 90 days. BlueHill gives your team one place to onboard, support, and follow up with every customer from day one, so the first 90 days become the reason they stay.
Trusted by 2,000+ teams
The newest tools for productive teams
Five upgrades that compound: a weekly status grid for every board, three views of the same work, minute-level time tracking, template boards with delayed due dates, and a knowledge base your whole team edits together.
Status Reports
NewEvery board's status, week by week, in one grid. A change shows inline as old to new, new boards get tagged, and the whole grid exports to CSV for the Friday meeting.
Time Tracking
NewStart a timer on a ticket, or add minutes to any note, call, or meeting. Time rolls up by person, customer, or board in a weekly report you can export to CSV.
Onboarding Templates
NewSave a proven rollout as a template and create a board from it in one dialog. Each task keeps a delayed due date, like 3 days or 1 week, so every new customer starts with a realistic schedule.
Multi-view Boards
NewThe same tasks as a hierarchy table, a Kanban board with your own status columns, or a Gantt timeline. Drag cards between columns and pick the view that fits the meeting.
Knowledge Base
NewDocs your team edits live, with review approvals that expire, version history, and comments anchored to the exact sentence they are about. Mention someone with @ to pull them in.
Everything you need to win the first 90 days
A new customer decides whether to stay long before the renewal. BlueHill covers every step of that window, from the first quote to the first success review, in one workspace your whole team shares.
Close it cleanly
A messy handoff from sales is where the first 90 days start going wrong. Keep the prospect, the quote, and the first invoice on one record.
Prospects & pipeline
Work leads through Qualified, Proposal, and Negotiation in the same table as your customers, then convert them in one click so nothing about the deal is lost in the handoff.
Deal rooms
Send the quote, agreement, and pay link as one page. See when it is viewed, collect the deposit, and turn acceptance into the first invoice automatically.
Invoices & billing
One-time and recurring lines flow into invoices with autopay, proration, and tax handled per customer, so finance never has to chase the first payment.
Onboard with a plan
The first month sets the tone. Give every customer a clear path, and give your team one view of where each account stands.
Onboarding boards
Start from a template with relative due dates, break the rollout into tasks and sub-tasks, and assign steps to the customer as well as your own team.
Forms & documents
Collect intake details, files, and sign-offs with forms that live on the task itself. Submissions land on the board, not in someone's inbox.
Customer portal
Customers see their own tasks, forms, and tickets in a branded portal, and finish their part without emailing you for a status update.
Keep them
Momentum drops after go-live. Stay in front of every account until the value is obvious to them, and to you.
Support inbox
Every email and ticket sits next to the customer record with AI summaries, internal notes, SLAs, and canned replies, so the first bug never becomes the last conversation.
Follow-ups & health
Health scores flag accounts that go quiet. Follow-up dates, booking links, and a shared calendar keep check-ins on the schedule instead of in your head.
Reporting
See every board, task, and interaction on one activity Gantt, then send weekly status reports and pull support analytics to prove the first 90 days worked.
Kick off every customer the same way
Create the board from your onboarding template, hand the customer their steps, and collect the kickoff form and signed documents without a single email thread.
- Start a board from the Enterprise Onboarding template, due dates already set
- Assign the signed MSA upload to the customer and let them finish it in the portal
- Send the kickoff questionnaire as a form, and the answers land on the task
- Watch the progress bar move from the customer record
- Add a day-30 check-in follow-up before you forget
Run the whole rollout from one board
Every implementation, migration, or renewal gets a board with tasks and sub-tasks, statuses you define, and a Kanban or Gantt view for the meetings where a table is not enough.
- Break the rollout into tasks and sub-tasks with owners and due dates
- Drag cards across your own status columns on the Kanban
- Link a task to the ticket or customer it came from
- Set priority, custom fields, and portal visibility per task
- Comment on a task and @mention the engineer who owns it
Start the day knowing what is due
Tasks, follow-ups, and booked calls sit on one calendar, so the morning starts with a list instead of a search through five tools.
- Open the calendar and see today's tasks, follow-ups, and bookings together
- Postpone a follow-up to next Monday in one click
- Catch overdue work across every board on the Gantt
- Share a booking link so customers pick a time that works
- Get a notification the moment a due date slips
Know where the hours went
Log minutes on any call, note, or meeting, run a stopwatch on a ticket, and see the week's hours by person, customer, or board in one report.
- Tap Log time now on a note and adjust the minutes
- Run the stopwatch while you work a ticket, then log it with one click
- Group the Time Tracking report by person, customer, or board
- Compare weeks side by side and spot the accounts that eat the time
- Export the report to CSV for billing
Open a customer and see everything that happened
Every email, call, note, ticket, and form on one timeline, with internal notes marked, so anyone can pick up the account without asking around.
- Scroll one feed of emails, calls, notes, tickets, and form submissions
- Filter to just the calls before a renewal conversation
- Write an internal note the customer will never see
- Jump from a note to the ticket or task it links to
- Switch to the Gantt when you need the story by board
Let customers finish their part without asking
Customers sign in to a branded portal, see their own tasks, forms, and tickets, and upload what you need, so status updates stop being emails.
- Customers see the onboarding checklist with their names on the steps
- They fill the kickoff form and upload the signed MSA from the same page
- They open a ticket and follow replies without an email chain
- They read the help center before writing in
- You assign a step to a customer and it appears in their portal instantly
Walk into Friday with the numbers
Status by board and week, support volume and response times, help-center gaps, and template completion times, without building a spreadsheet first.
- Review every board's status this week against last week in one grid
- Check ticket volume, first response, and CSAT by agent
- See which help-center articles deflect tickets and which are missing
- Compare how long each onboarding template really takes
- Export any report to CSV or XLSX
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 win the first 90 days?
Join thousands of teams using BlueHill to onboard, engage, and keep their customers. Start your 14-day free trial today — no credit card required.