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B2B SaaS: Activate Teams and Drive Expansion Revenue

B2B SaaS onboarding is different from consumer onboarding — you need to activate not just one user, but an entire team. Guidez is purpose-built for B2B SaaS: multi-seat activation flows, role-based onboarding, CSM-visible product intelligence, and expansion workflows that turn activated teams into upgraded accounts.

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Platform Highlights

Everything you need for b2b saas

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Multi-user and team onboarding

Build separate onboarding flows for the admin who sets up the account, the managers who configure workflows, and the end users who use the product daily. One platform, three personas.

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Expansion revenue automation

Deploy upgrade nudges to users approaching plan limits. Trigger expansion workflows when a team reaches 80% of their seat or session allowance. Expansion MRR on autopilot.

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CSM-friendly product intelligence

Every onboarding event syncs to HubSpot, Salesforce, and Slack. CSMs see which users have completed onboarding, who's stuck, and when expansion opportunities emerge — without leaving their CRM.

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Role-based audience targeting

Target tours by user role (admin, editor, viewer), company size, plan tier, or any custom attribute. Different personas get the onboarding they need — automatically.

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Account-level analytics

See onboarding progress at the account level, not just the user level. Identify which accounts are at risk of churning before their renewal date.

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Full CS stack integration

HubSpot, Salesforce, Intercom, Zendesk, Slack, Jira — onboarding events flow into every tool your CS team uses.

Pricing

Start free. Scale predictably.

Free
$0
5,000 sessions/mo
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Starter
$99/mo
50,000 sessions/mo
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Growth
$199/mo
100,000 sessions/mo
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Business
$299/mo
200,000 sessions/mo
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Session-based pricing — no MAU traps. Full pricing →

FAQ

Frequently asked questions about b2b saas

B2B SaaS onboarding must activate multiple users across a team, often with different roles and use cases. The admin sets up the account, managers configure workflows, and end users complete tasks. Guidez supports all three with role-based audience targeting and separate onboarding flows per persona.
Guidez reduces B2B SaaS churn through three mechanisms: (1) faster activation — teams that complete onboarding in week 1 have 3× better 90-day retention, (2) proactive re-engagement — behavioral triggers resurface guidance when usage drops, (3) CSM visibility — onboarding events in HubSpot/Salesforce enable proactive outreach before accounts churn.
Yes. Pass company_id or account_id in your identify() call and group analytics by company in the Guidez dashboard. Account-level completion rates and usage data are visible alongside user-level data.
Guidez drives expansion through: (1) limit-triggered upgrade nudges (banner shown when team hits 80% of their session quota), (2) feature announcement tours for paid-tier features (shown to free or starter users at the right moment), (3) seat expansion flows (contextual nudge when an admin tries to invite more users than their plan allows).

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B2B SaaS. Starting today.

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