A software product lives on the demo that gets booked, the trial that gets activated and the subscription that gets renewed. The system prospects the right decision maker, qualifies every demo request, stays with the trial and runs recurring collections, so the founding team sells instead of chasing.
Company size, use case and urgency captured before booking with the right salesperson.
Follow up during the trial period, with messages per activation stage and escalation to sales.
Recurring charges, automatic invoicing and a notice before the renewal date or a plan change.
Directors and founders located by industry and size, validated one by one.
With the decision maker and the use case clear.
Follow up per activation stage.
With no chasing of expired cards.
With your knowledge base.
Product, plans, ideal client profile, sales process and activation stages.
Pipeline stages, demo scheduling, trial messages, collections and support.
Prospecting, demos, trials, collections and support.
Through an API and webhooks: activation and usage events feed the follow up, and the CRM reflects the real status of every account.
First level with your documentation and escalation to your team; it never invents an answer that is not documented.
Yes: self serve runs on messages per stage, and enterprise runs on prospecting, demo and contract.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
Schedule a discovery session with your Account Director. Proposal in 24 hours.
Setup in hours · Zero consultants · Operating from your first login