For teams who run on HubSpot

Turn your CRM data into a smooth onboarding flow

Ditch the spreadsheets. Build clear, personalized onboarding docs right from HubSpot—no back-and-forth needed.

Ditch the spreadsheets. Build clear, personalized onboarding docs right from HubSpot—no back-and-forth needed.

Consolidates your tools

Consolidates your stack

Built for SMBs

Built for SMBs

Keep all your data in HubSpot

Keeps all your data in HubSpot

A screenshot of the whomso app homepage
A screenshot of the whomso app homepage
A screenshot of the whomso app homepage
A screenshot of the whomso app homepage

New customers are 20% more likely to churn. Don’t let a messy onboarding process push them away.

Trusted by companies like

Atlantic,

Triptease,

FreeAgent,

Forma

New customers are 20% more likely to churn. Don’t let a messy onboarding process push them away.
Trusted by companies like
Atlantic,
Triptease,
FreeAgent,
Forma
New customers are 20% more likely to churn. Don’t let a messy onboarding process push them away.
Trusted by companies like
Triptease,
FreeAgent,
Forma

New customers are 20% more likely to churn. Don’t let a messy onboarding process push them away.

Trusted by companies like

Atlantic,

Triptease,

FreeAgent,

Forma

SPEED UP ONBOARDING

SPEED UP ONBOARDING

SPEED UP ONBOARDING

SPEED UP ONBOARDING

From closed-won, to advocate in record time

Create custom, 1-to-1 onboarding plans with a few clicks within HubSpot.

whomso replaces boring, cumbersome documents with a clear, well designed, interactive site.

A screenshot of a whomso deal room
A screenshot of a whomso deal room

BUILT FOR CS TEAMS

BUILT FOR CS TEAMS

BUILT FOR CS TEAMS

BUILT FOR CS TEAMS

As flexible as your team is unique

Every onboarding process is different and whomso is built to accommodate that fact.

Use powerful templates to get started, then make the necessary tweaks to make sure your onboarding goes without a hitch.

A screenshot of a whomso onboarding plan
A screenshot of a whomso onboarding plan

HUBSPOT NATIVE

HubSpot Native

HubSpot Native

HUBSPOT NATIVE

Customer Relationships, Managed.

Stop losing data between platforms. whomso is built for HubSpot and syncs every bit of data collected to the company object.

Get more out of your CRM by adding on whomso.

Stop losing data between platforms. whomso is built for HubSpot and syncs every bit of data collected, across lifecycle stages to the company object.

Get more out of your CRM by adding on whomso.

A graphic showing analytics data in HubSpot
A graphic showing analytics data in HubSpot
A graphic showing analytics data in HubSpot
A graphic showing analytics data in HubSpot

FOR LEADERSHIP

FOR LEADERSHIP

FOR LEADERSHIP

FOR LEADERSHIP

Use a product your team actually adopts

New tools shouldn’t disrupt workflows or go unused.

whomso fits right into your team’s existing HubSpot process with no extra steps and no headaches.

And so much more…

Designed to be flexible enough to match any process, no matter how complicated.

A graphic showing various integrations
A graphic showing various integrations
A graphic showing various integrations

Completely Customisable

Completely Customisable

Completely Customisable

Completely Customisable

Embed anything, from anywhere

An image of a mutual action plan
An image of a mutual action plan
An image of a mutual action plan

Collaborative by Default

Semi-Automated

Collaborative by Default

Collaborative by Default

Powerful mutual action plans

Templates for every occasion

Powerful mutual action plans

Card Image
Card Image
A graphic showing templates
A graphic showing templates
A graphic showing templates

Semi-Automated

Semi-Automated

Semi-Automated

Templates for every occasion

Templates for every occasion

Card Image
Card Image

Collaborative by Default

Collaborative by Default

Powerful mutual action plans

Cut the chaos.
Kickstart smarter onboarding with whomso.

Start for free with uncapped usage and no per-seat charging.

Cut the chaos.
Kickstart smarter onboarding with whomso.

Start for free with uncapped usage and no per-seat charging.

Cut the chaos.
Kickstart smarter onboarding with whomso.

Start for free with uncapped usage and no per-seat charging.

Cut the chaos.
Kickstart smarter onboarding with whomso.

Start for free with uncapped usage and no per-seat charging.

whomso ™️

whomso is the fastest and simplest way to improve how prospects and customers work with you.

Copyright ©2025 whomso limited. All rights reserved.

whomso ™️

whomso is the fastest and simplest way to improve how prospects and customers work with you.

Copyright ©2025 whomso limited. All rights reserved.

whomso ™️

whomso is the fastest and simplest way to improve how prospects and customers work with you.

Copyright ©2025 whomso limited. All rights reserved.

whomso ™️

whomso is the fastest and simplest way to improve how prospects and customers work with you.

Copyright ©2025 whomso limited. All rights reserved.