FrazzleCRM
Sign inStart free
← All templates

Trial → Demo (Sales-Assist)

Score trial behaviour, and only put a human in front of the accounts worth a human.

Use this template — freeor sign in
Loading map…

Live preview — pan and zoom. Cloning gives you this exact map, editable.

What's inside

  • ✓ A PQL score field your app increments over webhook or API
  • ✓ Two-day scoring window before anyone is contacted
  • ✓ Product-qualified branch that alerts an AE and creates a call task
  • ✓ Demo booking page plus a pipeline stage move for forecast hygiene

How cloning works

  1. Create a free account (no credit card).
  2. The template lands on your canvas as a real map — every step, wait and branch already wired.
  3. Swap in your copy and senders, then flip the flow live. The map IS the automation.
Clone it now

Templates that pair with this one

SaaS

SaaS Trial Onboarding

Turn trial signups into activated, paying users with a 7-day guided sequence.

SaaS

Churn Save / Cancellation Flow

Ask why, then make the offer that answers that reason — not a blanket discount.

SaaS

Failed Payment Dunning

Recover the churn nobody chose — three retries, one text, and a dated deadline.

Or browse all 26 templates — grouped by what you sell.