Trial Pulse

Small
SaaS · Sales team, growth lead

Tracking trial users through to conversion.

Coding Ideas

Built in this build

  • Trial account list
  • Activation signal flagging
  • Conversion pipeline view
  • Trial stages
  • Signal definitions
  • Settings
  • Priority trial list from signals
  • Open a task when a trial nears expiry
  • Simple conversion rate summary

Vision (needs external services)

  • CSV import
  • Email

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Trial account list
  • Activation signal flagging
  • Conversion pipeline view

Admin modules

  • Trial stages
  • Signal definitions
  • Settings

AI capabilities

  • Priority trial list from signals
  • Personalized outreach email draft

Automations

  • Open a task when a trial nears expiry

Analytics & reports

  • Simple conversion rate summary

Integrations

  • CSV import
  • Email

Mobile

  • Mobile trial pipeline

Roles & permissions

  • Manager
  • Salesperson

SaaS

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