Industry package
Trials, onboarding and renewals in one pipeline
Subscription revenue is decided after the sale, not before it. This package tracks the account from trial through onboarding to renewal, so expansion and churn are visible while they can still be influenced.
A complete SaaS workspace: customer accounts with plan/MRR/health, SaaS leads, subscription deals, a customer-onboarding case workflow, churn/MRR reporting and dashboards.
What gets in the way
Trials end without anyone intervening
A trial that expires unconverted is a lead that raised its hand and was not answered, and without a stage for it, nothing prompts the follow-up.
Onboarding quality determines churn months later
Accounts that never finished setting up churn at renewal, but the warning sign was months earlier and nobody recorded it.
Renewal dates are known only to finance
The team that could save an account rarely knows it is up for renewal until after the invoice, when the conversation is already commercial.
How the package handles it
- The account pipeline runs from lead through trial to renewal, so an expiring trial and an at-risk renewal both sit in a stage with an owner.
- Plan, seat and subscription-date fields are structured, so renewal and expansion reporting works without exporting from billing.
- An onboarding case keeps setup documents and their approval states, so an account that stalled during implementation is identifiable early.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
SaaS Sales
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Customer Onboarding Case
- Order form
- Master service agreement
- Data processing agreement
- Onboarding plan
- Integration spec
- Invoice
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a B2B SaaS company. Contacts are customer accounts with a plan, status, MRR, health score and churn risk; leads are SaaS leads; deals are subscription deals; products are subscription plans; operational cases are customer onboarding projects from kickoff to go-live.
Start with Software / SaaS Company configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.