Sales Collaboration
Collaborative sales rooms that seamlessly hand off to onboarding. Share updates, align stakeholders, and accelerate deals.
Request demoClose deals faster, onboard smoother
Branded deal rooms that convert to onboarding projects—keeping momentum from first call to go‑live.
Unified deal room
Share proposals, demo recordings, and stakeholder updates in a branded, trackable space.
Seamless handoff
Convert closed deals to onboarding projects instantly—preserving context, files, and momentum.
Deal intelligence
Track engagement, identify champions, and surface buying signals with real‑time analytics.
Enterprise‑ready security
NDA protection, watermarking, time‑limited access, and SOC 2 compliance built in.
Why OnboardFi sales collaboration
Move from opportunity to implementation without losing context, files, or stakeholder alignment.
Branded deal rooms
Share proposals, contracts, and updates in secure, trackable spaces that build trust and urgency.
See how it works
Instant handoff to onboarding
Convert closed deals to implementation projects in one click—preserving all context and momentum.
Learn about onboarding
New to OnboardFi? Try it first
Start by creating a free account to get a feel for the platform.
