Product signals and pipeline in the same place.
SaaS revenue teams don’t lack data, they lack it in one place: usage in the product database, pipeline in the CRM, tickets in a third tool. This pack will model the account lifecycle end to end and treat product signals as ordinary fields, so “trials with high usage and no scheduled call” is a view, not a data request.
Coming soonThe pack is in development. Everything it runs on is live today.
What the B2B SaaS pack will install
Coming soon- Accountplan, ARR, seats, health score, usage trend, owner
- Trialstart/end, activation events, seats invited, conversion likelihood
- Subscriptionterm, renewal date, seats, expansion opportunity
- Opportunitytype (new/expansion/renewal), value, stage, close date
- Contactrole, champion status, last product login, engagement
- 1Trial
- 2Qualified
- 3Evaluation
- 4Proposal
- 5Closed won
- 6Onboarding
- 7Renewal
- Activation nudges
- Expansion signals
- Churn-risk escalation
- Renewal runway
Objects with real relationships, a pipeline with real stages, and automations ready to run. Until the pack ships, custom objects and pipelines are live on every plan, so you can build these yourself today.
Three problems. The pack was shaped around them.
Usage as a field, not an integration project
Keep product usage on the account as ordinary fields (updated by CSV import today, and pushed in directly once the public API ships) and it becomes filterable and usable as an automation trigger. That’s the difference between knowing an account is quiet and having a workflow that acts on it the day it goes quiet.
New, expansion, and renewal are different motions
Forcing all three through one pipeline is why SaaS forecasting is so often wrong. Multiple pipelines on the same object let each motion keep its own stages and still roll up into one revenue picture.
One record for the whole lifecycle
Marketing, sales, onboarding, and renewal touching the same account record means the renewal owner can see the promises made during the trial. It also means marketing and sales never argue from two databases.
The pack is coming. The platform is here.
Here is what the shipped platform already does for B2B SaaS revenue teams. Each module is live today, with a page of its own.
Automations the pack will ship.
Each one will be editable, with a step-by-step trace for every run. The automation builder they run on is live today.
How AI automations workActivation nudges
A trial that signs up but never completes the key activation step gets targeted help, and the AE is told which step they’re stuck on rather than just that the trial is quiet.
Expansion signals
When an account crosses a seat or usage threshold, an expansion opportunity is created and routed with the usage trend attached.
Churn-risk escalation
Declining usage, a departed champion, or a support spike moves an account into an at-risk segment and creates a task before the renewal conversation, not during it.
Renewal runway
Renewal opportunities open on a schedule relative to term end, with the account’s usage and support history summarised for the owner.
How do product usage events get in?
Today, by CSV import into account fields, which then trigger workflows like any other change. A public API with keys, for pushing events in directly, is coming soon.
Can I model product-led and sales-led motions together?
Yes. Separate pipelines with their own stages on the same Account object, viewed together or separately.
Does this replace a customer success platform?
For health scoring, at-risk segmentation, and lifecycle automation, usually yes, because those are filters and workflows on data you already have here. Deep in-app messaging is a different category and stays with your product tooling.
Can I sync to my warehouse?
Views export to CSV today. API access for scheduled warehouse syncs is coming soon.
Start free today. The B2B SaaS pack is coming soon.
Contacts, leads, pipelines, and automation templates are ready at signup, and anything the pack will install can be built by hand in the meantime.
Free plan · No credit card · Every price on the site