Convert trials to paid,
keep them subscribed
Most SaaS growth leaks in two places: trials that never activate, and customers who quietly churn. Optivio360 scores every signup on real product usage, automates the onboarding and lifecycle journeys that drive activation, and flags at-risk accounts before renewal — so revenue compounds instead of leaking.
Built for the subscription lifecycle
Higher trial conversion
Behaviour-triggered journeys move activated trials to paid, automatically.
Churn caught early
Usage signals flag at-risk accounts before renewal, not after.
Expansion revenue
Adoption signals surface upsell and cross-sell at the right moment.
The Growth Operating System for SaaS
From signup to renewal, the system scores, onboards, converts and retains — across email, WhatsApp and your CRM, driven by real product usage.
- Product-qualified lead (PQL) scoring on activation and usage
- Automated onboarding and activation sequences
- Trial-to-paid nurture across email and WhatsApp
- Churn-risk alerts and retention plays
- Usage, billing and support unified on one customer record
How the system works here
Usage-driven scoring
Product events flow into lead scores, so the best-fit accounts rise to the top.
Onboarding automation
Guided, behaviour-aware sequences get users to their first value fast.
Retention plays
At-risk accounts trigger check-ins, re-onboarding and save offers.
Unified customer CRM
Usage, billing, support and conversations on one record your team trusts.
Expansion signals
Adoption and limit signals surface upsell and cross-sell moments.
Renewal readiness
Health scores make every renewal a managed outcome, not a surprise.
How we deploy it
Connect
Wire in product usage, billing and support events.
Score
PQL scoring ranks trials and accounts by real fit.
Automate
Onboarding, trial-to-paid and retention journeys run themselves.
Expand
Your team acts on the accounts most likely to convert and grow.
Questions, answered
Optivio360 connects your acquisition, onboarding and retention into one system — scoring product-qualified leads, automating trial and onboarding journeys, and surfacing churn risk early, all synced to a CRM wired to product usage.
Yes. Trial signups are scored on activation and product usage, then nurtured with behaviour-triggered email and WhatsApp sequences and, for high-intent accounts, a timely human or AI touch — so sales focuses on trials actually likely to convert.
We integrate product-usage events, your billing platform and support tools into one pipeline, so signals like activation, feature adoption and plan changes drive the right follow-up automatically.
Usage and engagement signals flag at-risk accounts before renewal, triggering retention plays — check-ins, re-onboarding, expansion offers — so intervention happens while it still changes the outcome.
Related industries
Grow revenue per customer, not churn
Book a free strategy session and see how Optivio360 drives growth for SaaS.