Track trials, onboarding and churn in one place.
See who signed up, who got stuck, and who wrote in — on one customer record.
- No seat fees
- Funnels next to support
- One customer list
Onboarding
Find the step that loses trials.
Signed up, created a project, invited a teammate. See the drop and change the page.
- Funnels from your events
- Sources next to conversions
- The same report for product and support
Who is in
A list of trials, not a spreadsheet.
Filter by plan, last seen or a missed step. Email that list without an export.
- Properties you already send
- Audiences from recent activity
- One record sales and support share
When they write in
The inbox already knows the trial.
Replies start from the pages they hit and the emails they opened. Fewer ‘can you send a screenshot?’
- Visits beside the thread
- An assistant on your docs
- Handoffs that keep the history
Customers
The trial and the ticket, together.
“Snippet went in before lunch. By mid-afternoon I was watching real visits and answering our first chat.”
“We shipped Thursday and I forgot the trial follow-up. The workflow sent it anyway.”
“The assistant handled the how-do-I questions from our docs. The tricky one came to me with the full thread attached.”
“Three invoices became one. I invited our new hire and the price didn't move.”
“A chargeback came in Tuesday. The payments, emails, and activity were already in the case.”
“Signup notifications took a minute to turn on. The events were already there from analytics.”
Questions for SaaS teams.
And straight answers.
Yes. Funnels, contacts and tickets read the same events. There is one customer record.
No. Invite founders, product and support. Adding someone does not change the bill.
Yes. Build an audience from a missed event and send from Email Marketing.
Support is live chat and email with an assistant that reads your docs. Keep another desk if you want — the customer history still lives here.
See the trial all the way through.
Connect the product and watch signups, drop-offs and replies on one record.
Get started free