Pitch an upgrade at the exact moment a customer outgrows their plan

The scenario catches a limit overage, writes a personal upgrade email built on that customer's numbers, sends it, records the activity in your CRM and notifies the team.

  • The offer lands exactly when it's relevant
  • The email is built on the customer's real usage
  • The activity is logged in the CRM immediately
  • The team sees who was pitched and when
Webhook