B2B app teams lose customers at 2 points: when a prospect wants a demo and gets a calendar slot 3 days out, and when a new user signs up and never finds the feature they came for.
3 groups of tools close those gaps: outbound to start conversations, live demos to convert interest while it’s fresh, and in-app messaging to get new users to value.
Here are 7 tools to help you convert visitors into active customers.
Outbound tools
Outbound fills the pipeline before inbound demand catches up. The 2 tools below cover research and sending.
1. Clay: best for data enrichment and personalized outreach
Clay pulls data about companies and contacts from many providers into 1 table. Its waterfall enrichment checks providers one after another until it finds the data point, which raises coverage compared to a single database.
Key features:
- Waterfall enrichment across multiple data providers
- Claygent, an AI agent that researches the web to generate custom data points, such as a company’s tech stack or recent launches
- Bring your own API keys for providers you already pay for
- Unlimited seats on every plan
Pricing: free plan with 500 actions and 100 data credits per month, up to 200 rows per table. Launch from $167/mo and Growth from $446/mo, billed annually ($185 and $495 monthly). Enterprise is custom.
2. Instantly: best for cold email at scale
Instantly runs cold email sequences across as many sending accounts as you connect. Warmup is built in, so new mailboxes build a reputation before campaigns start.
Key features:
- Unlimited email accounts and warmup on every Outreach plan
- Lead Database with 450M+ B2B leads, priced in credits
- Flat pricing per plan, not per seat
Pricing: 14-day free trial, no credit card. Outreach Growth $47/mo or $37.60/mo billed annually (1,000 contacts, 5,000 emails per month). Hypergrowth $97/mo or $77.60/mo billed annually (25,000 contacts).
When an outbound email gets a reply like “show me how it works,” you don’t have to wait for a calendar slot. Naoma AI can run the product demo straight from an outbound email.
Live demo and demo automation tools
Interest peaks when someone asks for a demo. These tools let prospects see the product right away, live or recorded.
3. Naoma AI: best for live AI product demos and lead qualification 24/7
Naoma AI is an AI sales agent with a video avatar. It runs a product demo for a website visitor right away and passes only qualified leads to sales. It works around the clock in 80+ languages and is built for B2B SaaS and AI companies with inbound demand, from startups to enterprise.
Naoma learns your product from sales scripts, demo recordings, your knowledge base, and presentations. Then it runs personalized live demos on your website, inside your product, or from outbound emails.
Key features:
- Live product demo for every website visitor, at any hour
- Answers to questions and objections during the demo
- Lead qualification and meeting booking with your sales team, with qualified leads routed to your CRM
- Demos for every product sign-up, so new users see the product before they explore it alone
- Demo localization in 80+ languages
Pricing: priced per engaged demo, where the prospect engages for 3+ minutes. Starter $249/mo billed annually (50 demos), Growth $750/mo (100 demos, live product walkthrough), Scale $2,083/mo (300 demos). Enterprise is custom.
Pros:
- Visitors get a demo the moment they ask, and sales gets only qualified leads
- 1 agent covers 80+ languages
- Less than 2% of sessions hit a technical issue, according to Naoma
4. Loom: best for recorded walkthroughs and async follow-ups
Loom records your screen and camera and turns it into a shareable link. Sales teams use it to follow up after a call with a short walkthrough of the part the prospect cared about.
Key features:
- Screen and camera recording with instant sharing
- Viewer insights that show who watched, on every plan
- AI titles, summaries, chapters, and CTAs on Business + AI
Pricing: free Starter plan with 25 videos per person and 5-minute screen recordings. Business $18/user/mo, Business + AI $24/user/mo, with up to 17% off on annual billing. 14-day free trial of Business + AI.
In-app messaging and onboarding tools
Signing the contract is the start. The tools below help new users get to their first result in the product, inside the app and outside it.
5. Pushwoosh: best for behavior-based onboarding across in-app, push, and email
Pushwoosh is a customer engagement platform for mobile and web apps. For onboarding, it reacts to what each new user does (or doesn’t do) and sends the next message where it will reach them: in-app, push, or email.
Key features:
- In-app messages in full-screen, modal, banner, stories, carousel, and other formats, built in a no-code editor
- Customer Journey Builder, a visual canvas for onboarding flows across push, in-app, email, SMS, WhatsApp, and more, with event triggers, Condition splits, and A/B/n tests
- Web push and web popups for web apps
- Drop-off handling: if a user skips a setup step, the journey branches into a reminder in another channel
Pricing: free plan up to 1,000 MAU with all features. Omnichannel $13 per 1,000 MAU. Push only $7 per 1,000 MAU, a limited offer until Dec 31.
Pros:
- 1 journey covers in-app, push, and email, so onboarding continues when the user leaves the app
- MAU-based pricing, free to start
6. Userpilot: best for product tours and checklists in web apps
Userpilot adds flows, checklists, and banners to web products without code. Product teams use it to guide new users through setup step by step.
Key features:
- Flows and checklists for onboarding
- In-app surveys including NPS
- Resource center and advanced analytics on Growth
- Mobile as a paid add-on on Growth and Enterprise
Pricing: Starter $299/mo for up to 2,000 MAU. Growth from $849/mo. Enterprise is custom. 14-day free trial, no credit card.
7. Intercom: best for support chat and an AI agent inside the product
Intercom puts a messenger inside your product, where new customers can ask questions and get answers from Fin, its AI agent, or from your team.
Key features:
- Messenger and helpdesk on every plan
- Fin AI Agent, priced per outcome
- Product tours, checklists, and event-based messages through the Proactive Support Plus add-on
- Banners free on all core plans
Pricing: Essential $29/seat/mo billed annually ($39 monthly), Advanced $85, Expert $132. Fin from $0.99 per outcome. Proactive Support Plus $99/mo with 500 messages included.
Onboarding can start with a demo too. Naoma AI can run a demo for every new product sign-up, which gives new users a guided first look at the key workflows.
Which tools should you pick?
- You need more conversations: Clay for research and Instantly for sending
- Inbound visitors leave before the demo call: Naoma AI
- Prospects need a quick recap after a call: Loom
- New users stall after sign-up, in the app or outside it: Pushwoosh
- Your web app needs step-by-step tours: Userpilot
- New customers keep asking the same questions: Intercom
Start with the stage where you lose the most people. That’s where the first tool pays off.
