⚡ SaaS & Technology Edition
Demo-to-close, trials and renewals — with MRR always in view
A pipeline built for product-led and sales-led motions: demo requests, trials, contract sends, CS handoffs and expansion plays.
A pipeline that speaks your trade
Default saas & technology flow — every stage keeps real win probabilities, forecasting and analytics underneath.
4 pipeline templates, ready on day one
Self-Service
Lead Qualification → Trial / Evaluation → Upgrade Offer
Mid-Market
Discovery → Product Demo → Technical Validation → Commercial Proposal → Negotiation
Enterprise
Discovery → Product Demo → Technical Validation → Security Review → Commercial Proposal → Procurement → Legal Review
Channel Sales
Lead Qualification → Product Demo → Commercial Proposal → Contract
Managers can clone, rename and re-gate any of these in the Pipeline Builder — no code, engine intact.
Delivery starts itself when you win
Customer onboarding
- · Welcome call and success criteria
- · Account setup and training session
- · 30-day health check
Won retainers auto-create the kickoff project with scheduled tasks — one-off wins get the production plan.
What breaks today
- ✕Demo requests leak between the website and the CRM
- ✕Trials expire with nobody watching usage or owners
- ✕Renewals surprise you 30 days before the date
- ✕Expansion revenue depends on one CSM remembering
How this edition runs it
- ✓Demo Requested → Demo Done → Trial / Evaluation → Contract Sent → Closed Won
- ✓Website demo-request form feeds the SDR queue directly
- ✓Won deals hand off to onboarding projects automatically
- ✓Renewal and expansion opportunities tracked as pipeline, not spreadsheets
AI that knows the business
- ✨ "TechCorp's trial ends Friday, usage is strong — send the annual proposal at 24 seats" → contract stage, task, note
- ✨ Trial check-in reminders based on real activity
- ✨ Assistant speaks PQLs, MRR/ARR, churn risk and CS handoffs
The numbers on the dashboard
See it
⚡ Product screenshots coming here — try the live demo meanwhile.
Open the demo workspace →Be an early partner
We're onboarding a first group of saas & technology teams in Egypt and Saudi Arabia. Early partners get hands-on setup, direct input on the roadmap, and founding pricing.
Talk to us →