The same loop — track behavior, score it, stage it, email at the right moment — solves different problems for different teams. Find yours.
User onboarding solutions for B2B SaaS teams.
See the playbook →Free trial conversion software for startups.
See the playbook →Product adoption tools without the BI backlog.
See the playbook →Automated user onboarding in one script tag.
See the playbook →Customer activation strategies for fintech.
See the playbook →Catch drop-off before it becomes churn.
See the playbook →A B2B trial, a fintech onboarding, and a PLG freemium funnel look different — but they share the failure mode: users drop off silently between sessions, and nobody follows up at the right moment. ConversionCRM's loop is the same everywhere: the widget tracks behavior, six layers score it, stages classify it, and 8 lifecycle emails act on it. Only the aha moment and the event names change — both are two fields in Settings.
Pick by your role or constraint, not your industry: founders and small teams → Startups; you own activation metrics → Product Managers; you'll do the integration yourself → Developers. The B2B SaaS, Fintech, and Day-1 Retention pages go deeper on those specific funnels.
Almost certainly — the engine is industry-agnostic. If your product has signups, a value moment, and a paid tier, the loop applies directly. The only configuration that varies by industry is which events you track and which one you call the aha moment.
Yes. There are no per-seat charges — founders, PMs, engineers, and sales can all watch the same live dashboard, and the email log per user keeps everyone working from the same history.
Identical everywhere: install the widget (one script tag), call identify() after login, optionally track custom events, set your aha moment and sender details in Settings. Three minutes to tracking; same day to scored, staged, emailed users.
Yes — beta pricing is product-wide: every feature, every use case, free, no credit card. Beta workspaces keep founder pricing when paid plans launch.
Track, score, stage, email. Three minutes to install, free during beta.
Free during beta · no credit card · 3-minute install