Basic
$225per month
Session rate:
$1.50/session
AI SDR + Demo Agent for lead qualification
Current PlanBasic includes
- Up to 5 Agents
- Project Portals
- $1.5/session
- Custom Domain
- Team Collaboration
- Advanced Analytics
- Priority Support
PricingAutomate the First Visit.
Automate the First Visit.
Orchestrate the Entire Journey.
From the first website hello to the forever customer. Choose the plan that fits your growth stage—whether you need a 24/7 SDR to capture leads or a full operating system for customer success.
Choose Your Plan
All plans include a 14-day free trial. No credit card required to start. Session-based pricing means you only pay for what you use.
Pro
$550per month
Session rate:
$1.00/session
Full agent suite with project portals
Start 14-Day TrialEverything in Basic, plus
- Up to 20 Agents
- Project Portals
- $1/session
- Custom Domain
- Team Collaboration
- Advanced Analytics
- Priority Support
Plus
$800per month
Session rate:
$0.75/session
Enterprise-grade with unlimited agents
Start 14-Day TrialEverything in Pro, plus
- Unlimited Agents
- Project Portals
- $0.75/session
- Custom Domain
- Team Collaboration
- Advanced Analytics
- Priority Support
Enterprise
Custom
Tailored solutions for large organizations
Contact SalesAll Plus features, plus
- Custom integrations & workflows
- Premium Support & SLA
- Custom Security Reviews
- Volume Discounts
- Dedicated Account Manager
All plans include a 14-day free trial. Cancel anytime.
Compare Plans
See exactly what's included in each plan
| Feature | Basic | Pro | Plus |
|---|---|---|---|
| Pricing | |||
Monthly Price | $175/month | $500/month | $750/month |
Annual PriceBilled annually | $1,680/yearSave $420 | $4,800/yearSave $1,200 | $7,200/yearSave $1,800 |
Session RatePer AI conversation | $1.50/session | $1.00/session33% savings | $0.75/session50% savings |
| AI Agents | |||
Agent LimitTotal agents you can create | 5 agents | 20 agents | Unlimited |
Embedded AI SDR | |||
AI Demo Agent | |||
Custom Avatars & VoicesPersonalize your agents | |||
Guardrails & Behavior RulesControl agent responses | |||
Multi-language Support | |||
| Project Portals | |||
Customer PortalsBranded workspaces for clients | — | ||
Portal LimitNumber of client portals | — | Unlimited | Unlimited |
Lifecycle Stage TrackingProspect → Onboarding → Active | — | ||
Document & File SharingWithin portals | — | ||
Task ManagementAssign tasks to clients | — | ||
| Integrations | |||
CRM SyncSalesforce, HubSpot | |||
Calendar SyncGoogle, Outlook | |||
Webhooks | — | ||
Slack IntegrationNotifications & commands | — | — | |
Custom API AccessBuild custom integrations | — | — | |
| Analytics & Insights | |||
Conversation AnalyticsSession logs & transcripts | 7 days | 30 days | 90 days |
Lead ScoringAI-powered qualification | Basic | Advanced | Advanced + Custom Rules |
Funnel AnalyticsVisitor → Lead → Demo → Close | |||
Customer Health ScoresPredict churn & expansion | — | — | |
| Support | |||
Support Level | Email48hr response | Priority Email24hr response | Priority + Slack4hr response |
Onboarding Assistance | Self-serve docs | 1 onboarding call | Dedicated onboarding+ quarterly reviews |
Dedicated Account Manager | — | — | |
Which OnboardFi is right for you?
The Inbound Engine: Replace Your SDR, Not Your Budget
Cost of 1 Human SDR (Annual)
$85,000
Based on average SDR salary + overhead
Cost of OnboardFi Basic (Annual)
$2,100
Platform fee for 24/7/365 coverage
Annual Savings
$82,900
You get a 24/7 AI sales rep that never sleeps, never takes a vacation, and costs 97% less than a human. Plus, it responds in under 1 second.
Frequently Asked Questions
A session is a meaningful conversation or workflow execution where value is exchanged. If a visitor chats with your AI SDR and books a meeting, that's one session. If a prospect completes an interactive demo, that's one session. If a client logs into their portal and asks the AI a question, that's one session. What doesn't count: Bounces, page loads, or "just looking" visitors who don't engage are free.
The Inbound Engine (Basic Plan) is for companies focused on converting website traffic. You get an embedded AI SDR and Demo Agents to qualify visitors and run product walkthroughs 24/7. The Lifecycle OS (Plus Plan) is for companies with longer sales cycles—typically 3-6+ months—who have dedicated SDRs, AEs, and Customer Success teams. It equips all three departments with AI agents and provides a unified source of truth (Project Portals) so no data is lost as deals move from stage to stage.
Upgrade when you start feeling the pain of handoffs. If your AEs are asking "what did the SDR promise?" or your CS team is saying "I don't know what was sold," you need the Lifecycle OS. It creates a single, persistent record for every customer relationship—from first touch to renewal.
Volume commitment. Plus plan customers typically run thousands of sessions per month across multiple AI agents. We reward that commitment with a 50% lower session rate ($0.75 vs. $1.50).
You'll be prompted to upgrade to Pro (20 agents) or Plus (unlimited agents). We won't shut off your existing agents—you just won't be able to create new ones until you upgrade.
No. Sessions are unlimited on all plans. You pay for what you use at the session rate for your tier. There's no hard cap that will cut off your AI agents mid-conversation.
Yes. Upgrades are applied immediately and pro-rated. Downgrades take effect at the end of your current billing cycle.
Yes. All plans include a 14-day free trial. During the trial, you get full access to the plan you select. We don't charge for the base subscription or session usage during the trial period.
Yes. For organizations needing SSO, custom invoicing, SLA guarantees, dedicated support, or private cloud deployment, please contact our Enterprise team.
Basic: CRM (Salesforce, HubSpot) and Calendar (Google, Outlook) sync. Pro: Everything in Basic, plus Webhooks for custom workflows. Plus: Everything in Pro, plus premium integrations (Slack, custom API access) and priority support for new integration requests.
See customer journey orchestration in action
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