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B2B SaaS & Technology Solution

Make every trial pay.

AI agents that improve trial-to-paid conversion, qualify inbound automatically, and run in-app conversations that drive activation and upgrades. Pre-tuned for Salesforce, HubSpot, and Slack.

Book a demo for my productCalculate my ROI →
growth desk · MEVA TRIALS Activated · 142 Stalled · 38 Day-14 · 12 Qualified · 24 Expansion · 9 Inbound · 60 AC Trial · Day 4 · stalled at setup Acme Corp · 18 seats · Salesforce → MEVA: nudge sent · walkthrough booked VP VP Eng · weekend lead Pricing page 10pm Sat · demo Mon CS Stuck on OAuth setup In-app fix walked through · resolved MEVA TRIAL STATE · ACME CORP → Activation gap detected day 4 → Converted to paid by day 6 → Routed to AE · synced to CRM

Start where it hurts most

Begin with one use case. Grow across the customer lifecycle.

You do not have to replace everything at once. Switch on a single use case, then expand to either side of the journey on the same customer record.

You pay for what you use. You are billed on the interactions you handle, with unlimited users and no per-seat fees.

Proven in production
25–40%

Trial-to-paid lift for B2B SaaS teams that qualify inbound and nudge trials on Ephanti.

For Growth
Convert more trials

Turn stalled trials into paid with timely, in-product nudges.

For Support
Deflect Tier-1 tickets

Resolve product questions across channels with full account context.

For Tech
Integrate fast

AI-driven integrations for Salesforce, HubSpot, and Slack.

Pre-tuned Across the full customer lifecycle

Ephanti runs across the entire customer lifecycle. Start with the use case that hurts most, then expand to either side.

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.

Slack, Teams & Google Chat alertsHR onboardingIT supportWorkflow automationCRM syncSmart routing
Explore In Your Environment

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.

Where MEVA changes the game

MEVA is the AI agent engine inside Ephanti. Here is where it goes to work.

What MEVA already knows before the conversation starts

When the Trial-to-Paid Agent contacts a user, it has already assembled their company firmographics from Salesforce, last support ticket, trial stage, activation gaps, and AE assignment, from every connected system, in real time. That is the full customer context a CDP was designed to create. Ephanti delivers it as one real-time profile on day 30, not after an 18-month data engineering project.

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.

Trial-to-paid flow: an in-app nudge leads to a booked walkthrough and conversion
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 product signals from your analytics stack.

Inbound qualification: a weekend web-chat lead booked and routed to an AE
In-Product Support

Setup help, answered 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.

In-product support resolving a stuck trial user inside the app

Bundled agents

Specialised agents, one platform, together they run the whole B2B SaaS lifecycle. Ephanti ships with them pre-wired into your stack.

B2B SaaS
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, improving trial-to-paid conversion.

B2B SaaS
Conversational Discovery Agent

Qualifies inbound leads conversationally (BANT, MEDDIC, or custom), books meetings with the right AE, enriches from your connected data sources, and writes structured records to Salesforce or HubSpot.

B2B SaaS
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.

Browse all agents →

Works with your existing stack

Pre-built, AI-driven integrations.

Microsoft Teams
Google Chat
Salesforce
HubSpot
Slack
Pendo
Mixpanel
Stripe
Outreach

What SaaS teams typically retire

Most B2B SaaS teams consolidate 4–6 point tools within 60 days of going live on Ephanti.

Intercom
Drift
Zendesk
Freshdesk
Customer.io
Braze
Gainsight
ChurnZero

Ephanti integrates with your CRM and product stack: Salesforce, HubSpot. It replaces the fragmented support and outreach tools on top.

Calculate your ROI

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

Run the B2B SaaS ROI calculator →

Outcomes our customers see

24/7
Inbound qualification
70+
Languages supported
BANT / MEDDIC
Qualification frameworks
30 days
Typical deployment
B2B SaaS revenue funnel: marketing to AI qualification to sales to customer success to expansion

How Ephanti compares to Intercom

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

vs Intercom · vs Drift · See all comparisons →

The B2B SaaS Playbook

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

Download the B2B SaaS Playbook →

Frequently Asked Questions

Common questions about Ephanti for SaaS

How does Ephanti compare to Intercom or Drift?

Unlike traditional conversational platforms, Ephanti is a Customer Intelligence Platform that brings AI agents, customer intelligence, and automation together in a single platform. Businesses looking for an Intercom alternative for SaaS or Drift alternative for SaaS can unify customer engagement across marketing, sales, onboarding, and customer success while working from a single customer record.

Does Ephanti work with my existing CRM and business tools?

Yes. Ephanti integrates with leading CRM and business platforms, enabling AI agents to access customer intelligence, automate workflows, and personalise engagement throughout the customer lifecycle. This allows businesses to maximise the value of their existing technology stack without disrupting operations.

Can I migrate from Drift or Intercom?

Absolutely. Ephanti supports migration from platforms like Drift and Intercom through a structured implementation process. Existing customer engagement workflows can be transitioned while enabling AI-powered automation and unified customer intelligence from a single platform.

What about HubSpot vs. Salesforce, does it matter?

No. Ephanti integrates with both HubSpot and Salesforce, allowing businesses to continue using their preferred CRM. AI agents work with customer intelligence from your existing systems to deliver personalised engagement and automate workflows across marketing, sales, and customer success.

Will this replace my SDR team?

No. Ephanti is designed to support your sales team, not replace it. AI agents automate repetitive activities such as lead qualification, customer engagement, and follow-up workflows, allowing SDRs to focus on building relationships and closing opportunities.

How does Ephanti improve trial-to-paid conversion?

Ephanti helps SaaS businesses improve trial-to-paid conversion by identifying customer intent, delivering personalised engagement, and guiding users throughout the onboarding journey. AI agents proactively engage trial users at the right moments to encourage product adoption and conversion.

Can it handle onboarding and in-product adoption, not just support?

Yes. Ephanti supports onboarding, product adoption, and customer success throughout the customer lifecycle. AI agents provide contextual guidance, answer user questions, and proactively engage customers to improve activation and long-term product adoption.

Does it help with renewals and expansion, or flag churn risk?

Yes. Ephanti helps businesses identify churn risks, strengthen customer engagement, and uncover expansion opportunities using AI-powered customer intelligence. This enables customer success teams to take proactive action throughout the customer lifecycle.

Can AI automate SaaS onboarding and product adoption?

Yes. Ephanti's AI agents help automate onboarding by guiding users through key product experiences, answering questions, and delivering personalised engagement based on customer behaviour. This helps SaaS businesses improve product adoption, accelerate activation, and shorten time to value.

Can Ephanti qualify inbound SaaS leads automatically?

Yes. Ephanti's AI agents engage website visitors, qualify inbound leads based on your business requirements, capture valuable customer information, and route qualified opportunities to the appropriate sales team. This helps businesses respond faster while improving lead conversion.

Can Ephanti improve customer success and reduce churn?

Yes. As a Customer Intelligence Platform, Ephanti helps customer success teams monitor customer engagement, identify churn risks, and deliver proactive outreach throughout the customer lifecycle. This enables SaaS businesses to improve retention while identifying opportunities for account growth.

Does Ephanti integrate with HubSpot and Salesforce?

Yes. Ephanti integrates with HubSpot and Salesforce, allowing businesses to synchronise customer intelligence, automate engagement workflows, and enable AI agents to deliver more personalised interactions across marketing, sales, and customer success.

Is Ephanti suitable for product-led SaaS companies?

Yes. Ephanti is designed for modern SaaS businesses looking to improve trial conversion, automate onboarding, increase product adoption, and strengthen customer retention. Its AI agents work alongside your existing technology stack to help teams scale customer engagement more efficiently.

The B2B SaaS Solution

The whole customer lifecycle, in three tiers.

Prefer the ready path? The pre-built B2B SaaS Solution ships pre-tuned and priced for B2B SaaS, in three tiers that scale with your products and segments, not your team size.

Included in every tier: the full pre-tuned agent set · unlimited users · MEVA engine · SOC 2 + GDPR · multilingual · human-in-the-loop

Essentials

Bundle
  • Best forone product, early stage
  • Integrationsup to 3
  • Channelsweb, email, WhatsApp
Most popular

Pro

Bundle
  • Best forseveral products or segments
  • Integrationsup to 6
  • Channelsplus Instagram and Messenger

Enterprise

Bundle
  • Best forlarge or multi-product
  • Integrationsgenerous or custom
  • Channelsall standard channels

Move up anytime as you grow, with no re-implementation and no migration. Prices are tailored to your scale and shared on a short call.

Get a quoteSee how pricing works →

Ready to see Ephanti in your stack?

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

Book a demoWatch it work →