Success portals that drive expansion revenue
The same customer portal evolves into an ongoing success headquarters—where your customer success team and AI agents collaborate to maximize account value and prevent churn.
Request demoMaintain momentum from onboarding to growth
After successful implementation, the customer portal seamlessly transitions to focus on ongoing success while preserving complete relationship history. Your customers continue using their familiar portal while your success team gains access to drive expansion and retention.
OnboardFi's success portals maximize customer lifetime value with AI-powered health monitoring, predictive analytics, and intelligent expansion orchestration. Drive predictable revenue growth through data-driven customer success.
Everything your success team needs for account growth
Continuous customer engagement hub
Your customers access ongoing support and resources through their familiar portal interface while your success team collaborates with AI agents to monitor health and identify opportunities.
Customer self-service support and resources
Success team coordination and account planning
AI-powered usage monitoring and alerts
Hybrid account management
AI agents track customer engagement and usage patterns while your success team focuses on strategic relationship building, expansion conversations, and renewal planning.
AI agents for usage tracking and health monitoring
Human success managers for strategic growth planning
Customer accesses both through same portal experience
Intelligent growth orchestration
The portal provides your success team with complete customer journey intelligence while delivering ongoing value to customers through personalized recommendations and expansion opportunities.
Historical context from sales through implementation
Predictive insights for expansion and renewal timing
Coordinated outreach based on customer behavior patterns