One Platform. Three Categories. Zero Gaps.
Most companies stitch together an AI SDR for qualification, a demo tool for presentations, and a portal for onboarding. Three vendors, three data silos, three sets of expectations that never align. Sales creates promises that customer success can't track, and nobody has the full picture.
OnboardFi replaces all three with AI agents that share one identity layer and one data model — from first visit through onboarding. See how we compare in each category.
See OnboardFi in ActionQualify Visitors the Moment They Land
This is where the Embedded Agent competes. Instead of forms and chatbots, OnboardFi puts a voice-first AI avatar on your website that qualifies visitors through real conversation — 24/7, no calendar required.
OnboardFi vs Qualified
Compare →Enterprise AI SDR with deep Salesforce integration. Acquired by Salesforce. Strong in email nurturing and meeting booking.
OnboardFi vs Drift
Compare →Conversational marketing pioneer, now part of Salesloft. Built around text-based chat and ABM playbooks.
OnboardFi vs Intercom
Compare →Customer messaging platform with AI chatbot capabilities. Strong in support, expanding into sales engagement.
Demo Your Product Without Recording a Single Video
This is where the Standard Agent competes. Instead of pre-recorded tours and click-through simulations, OnboardFi deploys an AI that controls a live browser, speaks to the viewer, and adapts every session in real-time.
OnboardFi vs Consensus
Compare →G2 category leader for 10 years. Pre-recorded video tours, interactive simulations, and deep enterprise analytics.
OnboardFi vs Walnut
Compare →No-code demo creation platform. Clone your product frontend and build guided, click-through experiences.
OnboardFi vs Navattic
Compare →Interactive product tours for marketing sites. Capture your product screens and add guided overlays.
OnboardFi vs Storylane
Compare →Screenshot-based demo builder with HTML capture. Quick to set up, focused on self-serve product tours.
Onboard Clients with AI, Not Spreadsheets
This is where the Customer Portal competes. Instead of static portals and manual check-ins, OnboardFi provides an AI-guided experience that connects post-sale onboarding to the same platform that qualified and demoed the prospect.
OnboardFi vs FuseBase
Compare →Client collaboration platform with portals, wikis, and project management. Focused on service delivery teams.
OnboardFi vs Moxo
Compare →Client interaction hub for financial services and professional services. Workflow-driven onboarding and document exchange.
OnboardFi vs SuiteDash
Compare →All-in-one business suite with client portals, CRM, project management, and invoicing for agencies.
Why One Platform Beats Three Point Solutions
Siloed tools create siloed teams. When your AI SDR, demo tool, and client portal don't talk to each other, every handoff is a black hole where context disappears and deals stall.
Shared identity data across every stage
When a visitor qualifies through the Embedded Agent, their identity carries into the Demo Agent and through to the Customer Portal. One record, one timeline, one view of every interaction.
No vendor sprawl, no integration tax
Qualified plus Consensus plus FuseBase means three contracts, three onboarding processes, and three support teams. OnboardFi is one platform at $225/month — 5 agents, 100 sessions, and a 14-day free trial to prove it works.
Unified data insights across qualification, demos, and onboarding
When every customer touchpoint runs through the same platform, you see the full picture: which qualification criteria predict successful demos, which demo topics correlate with faster onboarding, and where prospects drop off.
Ready to replace your stack with one platform?
See how OnboardFi handles qualification, demos, and onboarding with AI agents that run 24/7.
