OnboardFi

Product Overview: OnboardFi is an AI-driven platform that creates a seamless, intelligent customer journey from first contact through renewal. It addresses the problem of fragmented sales funnels where delays, static forms, and handoffs cause lost momentum and missed opportunities.

Key Features:

• Embedded AI SDR and Demo Agents for 24/7 lead qualification and instant product demos
• Branded customer portals for unified lifecycle management
• Collaborative sales rooms with seamless handoffs between sales, onboarding, and success teams
• Tiered subscription plans (Basic $225/mo, Pro $550/mo, Plus $800/mo) with session credits and agent limits
• Integrations with CRM (Salesforce, HubSpot), calendars, Slack, and custom APIs
• Advanced analytics including conversation logs, lead scoring, funnel analytics, and customer health scores
• Priority support and dedicated account management on higher tiers

Target Audience / Use Cases:

• B2B software companies needing…