Trial users
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
SaaS CRM CRM
CRM for trials, subscriptions, license keys, renewals, support tickets, product usage and customer health.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Subscriptions
Track this workflow with controlled records, ownership, status changes and reporting.
License keys
Track this workflow with controlled records, ownership, status changes and reporting.
Renewals
Track this workflow with controlled records, ownership, status changes and reporting.
Support tickets
Track this workflow with controlled records, ownership, status changes and reporting.
Customer health
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.