Features/Front desk & members
01Front desk & members

Trials

Track active trials, who’s ending soon and your trial-to-paid conversion rate.

Trials · Ending soon
Aditya N.
Started 5 days ago
Ends tomorrowConvert
Ritika S.
Started 4 days ago
Ends in 2 daysConvert
Sameer J.
Started 2 days ago
Ends in 4 days
A representative look at Trials — sample data shown for illustration.

See every member on a trial at a glance — who started when, whose trial ends in the next few days, and how many convert to paying plans. It’s the shortlist your sales team should be working every morning.

What you can do

Active-trial shortlist

One list of everyone currently trialling, sorted by how soon they lapse.

Ending-soon alerts

The trials ending in the next few days rise to the top so you close them in time.

Conversion rate

Track trial-to-paid conversion over any range and see it trend.

How it works

01

Trial starts

A prospect is added as a trial member with a start and an end date.

02

Worked before it ends

The list surfaces who’s about to lapse so your team follows up in time.

03

Converted or closed

Convert to a paying plan in a click, or let it lapse — either way it’s tracked.