Business owners: stop unpaid trials from falling to sales

Sales reps miss unpaid trial leads when payment tags hide gaps, letting prospects go cold. Instant alerts notify sales and customer success so reps can qualify or start onboarding within minutes.

Overview

Unpaid trials often slip through the cracks and let prospects cool, costing momentum in the pipeline. This workflow delivers immediate visibility to sales and customer success, turning hidden trials into qualified conversations and preventing stalled deals. Managers get clearer handoffs, faster response times, and zero missed follow-ups.

Notable Features

Notify sales and success instantly
Create follow-up tasks for reps
Log trial tag and activity