SaaS Companies · Product-Led Businesses · Enterprise Platforms

Orchestrate Your
SaaS Lifecycle with

Automate demos, trial activation, onboarding, and proactive retention to drive ARR growth and reduce manual GTM coordination.

52%

Trial Conversion

45%

Less Support Vol

3.2x

Improvement TTV

What is AI for SaaS?

An agentic layer that connects trial signups, product usage signals, expansion plays, and support routing into one spine.

How it helps you?

It eliminates leaky funnels and fragmented context, allowing Success, Sales, and Support teams to stay perfectly in sync.

Strategic Outcomes?

Higher NRR through automated expansion plays, reduced churn with proactive health monitoring, and scalable support.

Deployment Scope

Intelligent Operations for Modern SaaS

Sync your GTM motions with an agentic engine designed for the subscription economy.

Lead & Demo Automation

Capture and qualify demo requests and signups from all web and campaign sources instantly.

  • Auto-qualify by firmographics and intent
  • Instant demo booking and personalized follow-ups
  • Seamless handoff from inquiry to Sales or Self-Serve

Onboarding & Activation

Orchestrate welcome sequences and feature-discovery checklists tailored to the user segment.

  • Automated drips for "Aha!" moment realization
  • Self-service onboarding hubs with rich guides
  • In-app help and status tracking via agentic bots

Support & Success Desk

Users access documentation and troubleshooting steps 24/7 without waiting for an agent.

  • AI handles 70% of routine product queries
  • Unified ticketing for escalations and feedback
  • Proactive renewals and churn risk alerts

Revenue & Lifecycle Ops

Connect trials, activation, and usage data to automate upsell and renewal playbooks.

  • Intent-based expansion opportunity surfacing
  • Automated feedback pulses and sentiment analysis
  • Real-time dashboards for ARR, Churn, and NRR
Unified Advantage

The Unified Advantage for SaaS Teams

Scale your recurring revenue with an automation-first approach to customer journeys.

Trial to Paid Boost

Never miss high-intent trialists. Instant nurturing and demo follow-ups drive conversion.

52% Conv Uplift

Unified Context

GTM, Product, and Support teams see the same customer health data in one history.

Alignment-First

Proactive Retention

Get notified when usage drops or engagement stalls to save accounts before they churn.

Churn Prevention

Scalable Support

Handle 4x higher ticket volumes without increasing your support headcount exponentially.

45% Support Savings

Product-Led Ready

Complement your PLG motion with self-service discovery and automated feature upsells.

PLG Optimized

Revenue Precision

Automate expansion plays and renewal workflows to hit your NRR targets consistently.

ARR Efficiency
Common problems

Solving the SaaS Operational Crisis

Eliminate the bottlenecks that hinder product-led growth and enterprise scaling.

Leaky Trial Funnel

High-intent signups go cold because sales follow-ups are slow or disconnected.

Siloed Success Context

Onboarding, usage data, and support history live in separate tools, hiding health signals.

Support Queue Bloat

Teams spend hours answering repetitive "How-to" questions instead of deep troubleshooting.

Stalled Activation

Users drop off during trial because of complex setup and lack of proactive guidance.

Reactive Churn Defense

Success teams only find out about issues at renewal time, when it's too late to save the account.

Manual Renewal Hustle

Tracking contract end dates and expansion opportunities is a spreadsheet nightmare.

Cost Efficiency

Efficiency that Scales ARR

Converiqo acts as your GTM and Success Ops backbone, driving ROI from day one.

Virtual Success Manager

Handle 80% of routine onboarding and health checks 24/7. Save $100k+ in OpEx.

Faster Activation

Average response time of 30s to trialist queries improves "Aha" moment speed by 3.2x.

NRR Automation

Automated intent-based expansion plays drive up to 15% increase in account value annually.

Core modules

SaaS Workflows for Every Lifecycle Stage

Seamlessly integrate your product, billing, and GTM tools.

Pipeline Flow

Sales & Lead Nurturing

1

Capture leads from Web, Demo requests, and G2/Capterra directly.

2

Auto-qualify by ICP fit, company size, and product intent.

3

Instant demo booking on calendars with automated reminders.

4

Nurture non-converting trials with personalized feature highlights.

5

Sync all intent signals to your CRM for perfect sales context.

6

Track lead-to-MQL-to-paid velocity in one unified dashboard.

Activation Flow

Onboarding & Customer Success

1

Automated welcome journeys based on user persona and plan.

2

Proactive setup nudges via in-app, email, or WhatsApp/Slack.

3

Self-service "Getting Started" guides and technical documentation.

4

Identify and alert CS teams about accounts with zero activity.

5

Structure and automate QBR scheduling and success plan logs.

6

Improve time-to-first-value by removing setup friction 24/7.

Service Flow

Product Support & Docs

1

AI support handles 70% of "How to" and setup questions instantly.

2

Direct link from tickets to latest product documentation and wikis.

3

Unified console for email, chat, and in-app support history.

4

Automated escalation of high-priority bugs to development teams.

5

Self-service account, billing, and pricing inquiry handling.

6

Consistent brand voice across all support touchpoints.

Retention Flow

Revenue & Feedback Ops

1

Trigger expansion playbooks when usage hits plan limits.

2

Automated renewal sequences starting 90 days before expiry.

3

Scale NPS and sentiment collection across user segments.

4

Centralize product feedback for roadmap prioritization.

5

Maintain audit-ready contract and compliance records.

6

Data-driven insights into true customer health and lifetime value.

Stakeholder outcomes

Performance Boost for Every SaaS Function

Align your entire organization around the customer journey.

Revenue & Sales Leaders

  • Higher trial-to-paid conversion with automated follow-up logic.
  • Full visibility into GTM funnels and pilot performance.
  • Scalable sales ops without adding non-revenue headcount.

Customer Success Managers

  • Manage 3x more accounts with automated health monitoring.
  • Proactive signals to prevent churn and drive expansions.
  • Structured workflows for onboarding and business reviews.

Product & Eng Teams

  • Direct visibility into customer friction and feature requests.
  • Automated documentation and changelog updates.
  • Reduced noise from setup support for developers.

Marketing & Growth

  • Orchestrate personalized lifecycle campaigns at scale.
  • Know which channels bring the highest-value trial signups.
  • Perfect messaging consistency from signup to renewal.

DevOps & Platform Teams

  • Automated documentation for technical setup and APIs.
  • Reduced noise from routine support for infrastructure.
  • Self-service troubleshooting keeps dev cycles focused on build.

Finance & Revenue Ops

  • Automatic renewal sequences and contract management.
  • Perfect visibility into billing history and NRR trends.
  • Zero manual reconciliation between product and finance.
Deployment fit

Built for Every SaaS Category

Flexible deployment for B2B, B2C, and Enterprise platforms.

B2B SaaS Startups

Scale from $0 to $1M ARR with automated leads and lean success operations.

PLG Businesses

Optimize for self-service onboarding, feature adoption, and automated expansion.

Enterprise Platforms

Manage complex multi-stakeholder onboarding and health tracking workflows.

Vertical SaaS solutions

Tailored workflows for industry-specific data, compliance, and integration needs.

Marketplaces/Platforms

Automate multi-sided user support and onboarding for buyers and sellers.

Developer Tools & API

Provide self-service technical documentation and automated sandbox support.

Proof of impact

Leaders on measurable change

52%

Trial Conv. Boost

45%

Support Volume Reduction

3.2x

Improvement in TTV

+1.8

NPS Uplift

Converiqo transformed our SaaS operations. The AI assistant handles 70% of routine onboarding, freeing our team to focus on expansions. Our trial conversion improved by 52% in just two quarters.
A

Alex Chen

CEO, CloudFlow

Need-to-know

Frequently Asked Questions

Answers for leaders and ops heads.

Agentic AI automates lead capture, trial-to-paid workflows, support routing, and feedback loops. It helps SaaS companies manage high inbound volume, multiple customer segments, and lifecycle journeys while reducing manual work and improving activation, retention, and expansion outcomes.

SaaS teams struggle with leaky funnels, slow trial follow-up, scattered support channels, inconsistent knowledge sharing, and manual campaign operations. Automation centralizes these flows, aligning sales, success, and support teams around a single, measurable customer journey.

Yes. Automation connects marketing, sales, onboarding, and support data into one view. Teams can see where users drop off, which accounts need attention, and how different segments behave making lifecycle management more proactive instead of reactive.

AI-backed workflows qualify leads based on company size, use case, product interest, and buying stage. High-intent prospects are routed to sales, while others get nurtured via automation ensuring faster responses without overwhelming the sales team.

Key SaaS KPIs include MQL-to-SQL conversion, trial-to-paid rate, time-to-first-value, ticket resolution time, customer satisfaction, churn rate, and NRR. Tracking these in an automated system helps teams prioritize revenue-impacting improvements instead of guessing.

Converiqo Sales / Lead Engine captures leads from websites, demos, product sign-ups, and campaigns. It scores and tags them by intent and ICP fit, then routes them to the right owner improving speed to first touch and increasing close rates.

Customer Self-Service lets users access FAQs, product guides, onboarding checklists, and status updates without waiting for an agent. This lowers support load, improves self-resolution rates, and gives users a smoother experience during onboarding and day-to-day usage.

The Ticketing System structures all incoming issues, while Knowledge Management stores playbooks, product answers, and resolution paths. Together, they reduce repeated effort, improve consistency of responses, and help both new and experienced agents handle complex scenarios faster.

Marketing Automation runs nurture sequences, feature adoption campaigns, upsell flows, and win-back programs. Workflow Automation connects these campaigns with sign-ups, usage signals, and support triggers ensuring timely, relevant communication across the entire customer lifecycle.

The Contact Center Module centralizes multichannel interactions, while Feedback / Survey tools collect user sentiment across onboarding, support, and renewals. This combination helps SaaS teams refine product messaging, prioritize roadmap items, and improve customer success outcomes.

Ready to Scale Your SaaS ARR?

Join 150+ SaaS companies orchestrating their customer journeys with Converiqo.AI.