Trial Pulse
SmallSaaS · Sales team, growth lead
Tracking trial users through to conversion.
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
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
Mobile
- Mobile trial pipeline
Roles & permissions
- Manager
- Salesperson
SaaS →
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