Product memo
B2B teams use OnboardFi to qualify leads and manage the customer lifecycle, eliminating tool sprawl and context loss. It stitches together sales, onboarding, and success with AI agents and branded portals. This creates a continuous customer experience from initial contact through renewal, replacing traditional siloed sales and onboarding tools.
For who
B2B teams qualifying leads and managing customer lifecycle
Solves what
Stitching together sales, onboarding, and success with AI agents and branded portals.
- AI-led customer journey
- In-conversation booking & demos
- Branded customer portals
In their own words
Your solution, explained. Your calendar, booked. Your CRM, enriched. All in one conversation.
OnboardFi agents run across your entire customer lifecycle — dynamically rendering pricing tables, booking flows, demos, and onboarding checklists the moment a buyer asks for them. No handoffs. No forms. No tool sprawl.
Commercial cues
Model
subscription
Free tier
Yes
Trial
14d
Pricing Strategy
- • Tiered plans segment buyers by agent count and credit usage.
- • Annual billing secures commitment with a lower effective monthly rate.
- • 14-day trial lowers adoption risk.
Operator context
Operating setup
Founded
May 2026
Platform
Web app
Audience
Sales
Social footprint
Builder Strategy
- Strategy Type
- Niche Specialist
- Stage
- Pre Revenue
- Effort
- Small Team
About OnboardFi Expand
OnboardFi serves B2B teams looking to simplify their customer lifecycle, from initial lead qualification through ongoing customer usage. It replaces fragmented tools by stitching together sales, onboarding, and customer usage workflows using AI agents and branded customer portals.
This approach creates a continuous customer experience, allowing teams to manage demos, pricing explanations, and onboarding flows within a single, unified conversation. The platform includes features like in-conversation booking, CRM and calendar sync, and conversation analytics to provide a cohesive view of customer interactions.