PLG lead routing
Score signups by firmographics and product usage — route hot accounts to sales.
From trial signup to renewal — every customer conversation in one place
SaaS and software teams qualify inbound leads, onboard new accounts, and resolve support tickets on web chat, email, and WhatsApp — with AI agents trained on your docs and humans ready for complex escalations.
- Trial nurture
- Product support
- Renewal outreach
Built for SaaS & product-led growth teams
Replace scattered inbox threads and one-off automations with one platform for sales, success, and support — from first visit to expansion.
Trial & demo qualification
AI captures company size, use case, and timeline before your AE joins the conversation.
Docs-aware support deflection
Answer setup, billing, and how-to questions from your knowledge base — escalate edge cases to engineers.
Onboarding & renewal drips
Guide new accounts through activation milestones and reach out before contracts renew.
Technology & software workflows
Programs product and GTM teams run on CoPulse from day one.
Knowledge-base AI agents
Docs, release notes, and API references power accurate first-line support.
Web chat widget
Capture visitors on your marketing site and app — one script tag to deploy.
Customer success inbox
Onboarding questions, billing changes, and bug reports in one shared queue.
Lifecycle campaigns
Trial nurture, feature adoption nudges, and renewal reminders with cost previews.
Hardware & device support
Warranty, RMA, and firmware update comms for product-led hardware companies.
PLG needs speed from signup to activated user
Trials sign up at midnight. Support tickets pile up in a shared inbox. Renewals get missed until the account is already evaluating competitors. CoPulse unifies sales, success, and support on one customer timeline.
- Trial qualification Web chat AI captures company size, use case, and timeline; books demos for hot accounts.
- Docs-aware support Agents answer from your knowledge base; engineers get edge cases with full context.
- Onboarding drips Day 1, 3, 7 sequences drive activation milestones.
- Renewal outreach 90-day window campaigns with usage insights and CSM handoff rules.
SaaS lifecycle on CoPulse
From marketing site visitor to renewed account.
Pricing page intercept
Enterprise visitor on /pricing. AI qualifies team size and stack. Demo booked with AE briefing attached to CRM deal.
Day-3 onboarding drip
142 new trials. Email + in-app chat nudge to complete first integration. CSM alerted when usage hits activation threshold.
Renewal at risk
Account 60 days from renewal with declining usage. Campaign triggers check-in; AI handles FAQ; CSM joins for expansion conversation.
Powered by the CoPulse platform
Inbox, CRM, campaigns, and AI — unified for software teams.
Pipeline & CRM
Trials, deals, and accounts with every message tied to the right contact.
Explore pipeline →AI agents
Support and qualification bots trained on your product documentation.
Explore AI agents →Support inbox
Email, chat, and WhatsApp tickets in one desk with SLA tracking.
Explore inbox →Lifecycle campaigns
Trial drips, feature launches, and renewal outreach at scale.
Explore campaigns →Scale GTM without scaling headcount linearly
Choose Technology & Software at signup and launch your first trial-nurture drip this week.
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