Growth by industry · SaaS (Software & subscription businesses)
Turn trials into revenue and keep the customers you win.
Subscription businesses live and die by the funnel between sign-up, activation, renewal and expansion. I connect your CRM, product data and billing so no trial, renewal or upsell slips through the cracks.
Sound familiar?
- Trial users sign up, go quiet, and nobody notices until they've expired.
- Churn shows up as a surprise at renewal instead of a warning months earlier.
- Product usage, CRM and billing data live in separate tools, so no one sees the whole customer.
What I automate
Trial-to-paid nudges
Users who stall during a trial get timely, personalised help based on what they have and haven't done.
Churn-risk alerts
Drops in usage, support spikes or failed payments flag at-risk accounts to the right owner early.
Renewal & expansion plays
Upcoming renewals and upsell signals trigger prepared outreach and CRM tasks automatically.
Lead scoring from product data
Sign-ups are scored on real product behaviour, so sales talks to the accounts most likely to buy.
Billing-to-CRM sync
Plan changes, MRR and payment status flow into your CRM without manual updates.
Where to start
Audit → Pilot
Map your sign-up-to-renewal funnel, then pilot one fix — usually trial conversion or churn alerts — with before/after numbers.