Portal Management
- Customer portals
- Projects & phases
- Task management
- Document spaces
- Team collaboration
Pricing built around your business
OnboardFi Pricing
Pricing built around your business. OnboardFi scales with you all the way from startup to enterprise and beyond.
- Portal Management
- AI & Automation
- Data & Analytics
Core Customer Platform
Powering all of OnboardFi
AI & Automation
- AI agents
- Voice & video conversations
- Website chat widget
- Automated workflows
- Smart notifications
Data & Analytics
- Implementation tracking
- Customer health metrics
- Usage analytics
- Portal engagement
- Conversion insights
OnboardFi Products
Packages built for your business
Starter · Professional · Enterprise
Lead Capture
AI-powered website engagement for modern sales teams
Highlights
- Core Customer Platform
- Embeddable AI Chat Widget
- Video-to-Video Conversations
- Lead Qualification Automation
- Meeting Scheduling
- CRM Integration
- Real-time Lead Routing
- Website Visitor Analytics
- Prospect Portal Auto-Creation
Professional · Growth · Enterprise
Customer Success Platform
Software for teams delivering data-driven customer onboarding and success
Highlights
- Core Customer Platform
- Workspace for Customer Success
- Multi-phase Onboarding
- Client Portal Publishing
- Custom Domain Support
- Health Monitoring
- Task Automation
- Progress Tracking
- NPS & CSAT
- Advanced Analytics
- Lifecycle Stage Management
- Churn Prevention
Professional · Growth · Enterprise
Professional Services Automation
Software for agencies and consultancies managing client delivery
Highlights
- Core Customer Platform
- Workspace for Professional Services
- Project Management
- Client Collaboration Portal
- Time Tracking
- Document Management
- Deliverable Tracking
- Capacity Planning
- White-label Branding
- Advanced Project Reporting
Pricing Tiers
Starter
For growing teams getting started with AI-powered customer engagement
Perfect for small teams capturing leads and managing initial customer onboarding.
- Up to 5 customer portals
- Up to 50 AI sessions per month
- Embeddable AI chat widget
- 2 integrations per agent
- Basic analytics
- Email support
Professional
For teams scaling customer operations with advanced automation
Ideal for companies managing multiple customers with sophisticated workflows.
- Unlimited customer portals
- Unlimited AI sessions
- Unlimited integrations
- Custom domain support
- Advanced analytics
- Voice & video AI agents
- API access
- Priority email support
Growth
For enterprises requiring advanced customization and automation
Built for high-growth companies with complex customer journeys and compliance needs.
- Everything in Professional
- Advanced workflow automations
- Full template customization
- Multi-language support
- Advanced portal logic
- Custom agent training
- Advanced analytics & reporting
- Dedicated Success Manager
- Priority phone support
Enterprise
Comprehensive solution for large organizations with complex requirements
Tailored for enterprises needing white-label solutions, custom SLAs, and dedicated support.
- Everything in Growth
- Custom integrations
- White-label solution
- 24/7 priority support
- Custom SLA guarantees
- Dedicated implementation team
- Multi-organization management
- SSO/SAML authentication
- Compliance certifications
- Strategic advisory services
Custom Plans
Connect with our team for annual contracts, higher resource limits, and more.
Talk to SalesSee customer journey orchestration in action
Experience how B2B software companies achieve 150% net revenue retention through intelligent relationship management.
