B2B SaaS & Technology Solution

Make every trial pay.

AI agents that lift trial-to-paid conversion 25–40%, qualify inbound automatically, and run conversational in-product engagement. Pre-tuned for Salesforce, HubSpot, Slack, and Segment. Live in 30 days.

Industry problems

What we hear from every team like yours.

Trial users hit a wall and never come back

Day 4 they pause at activation, day 14 they churn out — and your CSMs only have time for the top accounts.

Inbound qualification is a leaky bucket

BDRs follow up Monday morning; high-intent prospects bought from a competitor over the weekend.

Drift and Intercom are expensive — and shallow

You pay $5k/month for a chat widget that doesn't know your product, your trial cohort, or your CRM.

Across the full customer lifecycle — every Solution, pre-tuned

Your B2B SaaS Solution runs the entire customer lifecycle end to end — and the back office behind it.

1Demand & inbound 2Trial & onboarding 3Adoption & support 4Renewal & expansion
1

Demand & inbound

Acquire · Marketing

Capture and qualify inbound demand.

  • Inbound qualification — BANT / MEDDIC
  • Conversational discovery
  • Social & community engagement
  • Lead enrichment
  • Account research
  • In-product engagement
2

Trial & onboarding

Convert & Sell · Sales

Move trials to paid and route deals to the right AE.

  • Trial-to-paid conversion plays
  • Activation-gap detection
  • Meeting booking & routing
  • Guided onboarding
  • Adoption scoring
3

Adoption & support

Support · Customer Service

Keep users unstuck with full product context.

  • Tier-1 product support
  • FAQ automation
  • In-app guidance
  • Escalation
  • CSAT / NPS collection
4

Renewal & expansion

Retain & Expand · Customer Success

Protect renewals and surface expansion early.

  • Account health scoring
  • Churn-risk alerts
  • Renewal reminders
  • Expansion-signal detection
  • QBR prep automation
Also included · Automate Internal Operations · HR + IT

It runs your back office, too.

The lifecycle above faces your customers. The same Ephanti platform also automates internal operations — so the same agents that grow revenue also support the team that builds and ships the product.

HR onboardingIT supportWorkflow automationCRM syncSmart routing

Where AI changes the game

How it actually works

Real scenarios in your industry. Real systems. Real outcomes.

Trial-to-Paid AI

A trial user on day 4, converted by day 6

A free-trial user logs in on day 4 and pauses at a feature. Trial-to-paid AI recognises the activation gap, sends a personalised in-app message, books a 15-minute walkthrough, and routes the lead to the AE. The trial converts on day 6 — without a single CSM hour spent.

Inbound Qualification

A weekend lead, booked before Monday

A VP of Engineering at a 200-person SaaS hits your pricing page on Saturday at 10pm. The Conversational Discovery Agent qualifies them, books a Monday-morning demo with the right AE, and pre-fills the discovery doc with their stack signals from your Segment data.

In-Product Support

A stuck user, unstuck inside your app

A trial user gets stuck setting up an integration. They ask the in-app chat. The Customer Success Agent reads their setup state from your product, identifies the missing OAuth scope, walks them through the fix, and logs the issue as a documentation gap.

Bundled agents

Three agents, one platform — together they run the whole B2B SaaS lifecycle. Every B2B SaaS Solution ships with them pre-wired into your stack.

Trial-to-Paid Agent

Engages free-trial users with personalised activation nudges, identifies activation gaps from product analytics, and runs conversion plays in-product and out — lifting trial-to-paid 25–40%.

Conversational Discovery Agent

Qualifies inbound leads conversationally (BANT, MEDDIC, or custom), books meetings with the right AE, enriches via Clearbit/ZoomInfo, and writes structured records to Salesforce or HubSpot.

Customer Success Agent

Drives account health, expansion signals, and Tier-1 product support — across in-app chat, SMS, email, and Slack, with full account, usage, and product context.

Works with your existing stack

Pre-built, certified integrations.

Salesforce
HubSpot
Slack
Segment
Pendo
Mixpanel
Stripe
Intercom migration
Drift migration
Outreach

Outcomes our customers see

25–40%
Trial-to-paid lift
Faster qualification
60%+
Demo no-show reduction
24/7
In-product engagement

How Ephanti compares to Intercom

See the head-to-head: AI architecture, integration depth, deployment time, pricing transparency.

See the full comparison →

Calculate your ROI

How much would Ephanti save you in tool consolidation, deflection, and conversion lift?

Run the B2B SaaS ROI calculator →

The B2B SaaS Playbook

The full strategy guide: 5 plays, implementation timeline, common pitfalls. Free download.

Download the B2B SaaS Playbook →

B2B SaaS FAQs

How does Ephanti compare to Intercom or Drift?

Intercom and Drift are conversational platforms with bolt-on AI. Ephanti is built agentic-first — the agents act on your CRM and product data, not just chat.

Does Ephanti work with my product analytics stack?

Yes. Ephanti reads from Segment, Mixpanel, Amplitude, and Pendo, and writes activity back to Salesforce and HubSpot.

Can I migrate from Drift or Intercom?

Yes. Most SaaS customers migrate in 2–3 weeks: we import your playbooks, qualification flows, and customer history, then run side-by-side until you're ready to cut over.

What about HubSpot vs. Salesforce — does it matter?

No. Ephanti has deep, certified integrations with both.

Will this replace my SDR team?

No — it augments them. SDRs focus on outbound to high-fit accounts; Ephanti handles inbound qualification, demo booking, and trial nurture.

Ready to see the B2B SaaS Solution in your stack?

Most B2B SaaS teams go from contract to live in 30 days. Book a demo with your real systems.

Book a demoWatch it work →