B2B trials don't fail loudly — they fade. ConversionCRM watches every seat's behavior, scores it, and runs the b2b saas onboarding best practices for you: the right email, at the stage change, automatically.
ConversionCRM is a b2b saas trial optimization tool that automates onboarding follow-through: a 6-layer engagement score per user, automatic lifecycle stages, and 8 behavior-triggered emails (welcome → nudge → upgrade offer → win-back). Install is one script tag; results show in the live dashboard the same day.
It's rarely the demo or the pricing. It's the quiet two weeks in between.
The person who signed up got pulled into a sprint. Nobody noticed for nine days — and no system existed to notice. By the renewal conversation, the trial is cold.
Your team can't see which accounts reached the aha moment and which stalled at the empty dashboard. Without scoring, every trial looks the same until it expires.
Someone exports signups to a spreadsheet on Fridays and sends “just checking in” emails. The timing is wrong by definition — intent peaked on Tuesday.
Everything the b2b saas onboarding best practices posts tell you to do — instrument activation, segment by engagement, email on behavior — ConversionCRM simply does.
Define your key feature (and a custom event name) in Settings. The score's 20-point key-feature layer and the feature-nudge email both key off it — so every trial gets pushed toward the moment that predicts conversion.
Signup, Onboarding, Active, Conversion ready, Going quiet, Churned, Paid — assigned automatically from a 0–100 score over the last 7 days of behavior. Your pipeline review writes itself.
When a user visits pricing or hits a usage limit, the buying-intent layer spikes and the upgrade or urgency email goes out that night — not on day 14 of a drip.
Every automated email carries your sender name and reply-to address. When a buyer answers the check-in email, the deal continues in your inbox, person to person.
One script tag plus identify(userId, { email }) after login. Page views, clicks, time on page, and SPA routes are tracked automatically.
Set the key feature and custom event in Settings. For B2B that's usually the integration connected, the first report shared, or the second seat invited.
The dashboard fills with scored, staged users. You'll see immediately which accounts are Conversion ready and which are Going quiet.
Add your sender name and reply-to. Welcome fires instantly on signup; nudges, upgrade offers, and win-backs run nightly with guardrails (max one email per user per batch, paying users never emailed).
Sales or founder time goes exclusively to users scoring 71+. Double-click any user for their full history and send a personal note from the composer.
B2B activation is usually multi-step (connect data, invite a teammate, produce an artifact) and multi-stakeholder — the signup isn't always the buyer. That's why ConversionCRM scores each user individually and tracks a configurable aha-moment event, so you can see whether the champion actually reached value, not just whether someone logged in.
Stages handle it naturally. A user who pauses for two weeks moves to Going quiet and gets a check-in email; if they return and engage, the score recovers and they progress toward Conversion ready. The 30-day churn threshold and win-back email cover even slow-moving evaluations, and Paid users are permanently excluded from lifecycle email.
Yes — that's the dashboard's main job. Every user shows a 0–100 score with its six-layer breakdown, a stage badge, pages, time, and an activity feed, updating every 3 seconds while open. The Conversion-ready stage (score 71+) is effectively your PQL list, no analyst required.
They're built not to: plain, founder-style emails under your sender name, with replies going to a real inbox. Guardrails cap volume at one lifecycle email per user per batch with per-trigger cooldowns. Most users experience three or four well-timed emails across an entire trial.
No — it fills the gap before your CRM matters. ConversionCRM operates between signup and first payment: tracking product behavior, scoring it, and emailing automatically. Once an account converts, your sales CRM owns the relationship; many teams simply copy Conversion-ready users into it as PQLs.
Score every trial seat, catch intent the night it appears, and follow up automatically.
Free during beta · no credit card · 3-minute install