1
Every trial sorts by days left
Active trials sorted by Trial Ends asc. Anyone under 14 days is today's call. Anyone under 3 days is a last-chance message - before the countdown hits zero.
Trial Specialist 
Trial Specialist
Activate every trial. Convert the ones that hit value. Every countdown surfaced, every blocker named, every expiring trial on your morning list - and a quote that flips a trial to paid in minutes.
AI-automated Conversion
Leaderboard
Search
Filter
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Company DaysLeft Activation Health
T Tesla 3d80% Healthy
N Nvidia 5d60% Healthy
S Stripe 7d40% Warning
O OpenAI 9d60% Healthy
A Anthropic 12d20% Warning
S Snowflake 21d0% Critical
L Linear 28d0% Critical
7 of 8 shown
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Your CRM
This is your CRM.
Pipeline, Accounts, Contacts, Activity, Quotes, Customers - all native. No Salesforce license required.
Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?
graph8 syncs bidirectionally - keep your system of record, run your day here.
+ more Used daily by top-performing GTM teams
How Trial Specialists use graph8
Your day, briefed and on autopilot
2
Conversion blockers, not vibes
Each trial scored Critical / Warning / Healthy with the blocker named. No meetings yet · No recorded touches · No open-backs - the system tells you what to do next.
3
Quote → signed → paid in one tool
When the trial user says 'how do I upgrade?' - clone an Accepted quote, swap the customer, send. Stripe provisions the subscription the moment they sign.
Inside graph8
The 5 surfaces you'll live in
5 places in graph8 you'll open every day.
Surface 1 · Active Trials
Your conversion pipeline, sorted by days left
Open the Trials list. Active trials with countdown timers, source attribution, and first-touch context - your morning ritual. Sort by Trial Ends ascending and the trials about to expire surface themselves.
- Trial Ends countdown - sort asc to find the urgent ones
- Source · Referrer · First Touch - know which channel sourced the trial
- Companies / Contacts toggle at the top
- Active / Expired sub-tabs
app.graph8.com/deals/l/trials
Leaderboard
Search
Filter
Add
Company DaysLeft Activation Health
T Tesla 3d80% Healthy
N Nvidia 5d60% Healthy
S Stripe 7d40% Warning
O OpenAI 9d60% Healthy
A Anthropic 12d20% Warning
S Snowflake 21d0% Critical
L Linear 28d0% Critical
7 of 8 shown
1 2
Surface 2 · Trial Detail
Every trial arrives with the blocker named
Click into any trial. The right rail is the Trial Specialist's playbook - Days Left, Activation %, a Critical / Warning / Healthy health pill, the Activation Pulse step counter, and Conversion Blockers auto-detected from real activity. You don't guess what to do; the system tells you.
- Days Left · Activation % · Health pill - the at-a-glance triage
- Activation Pulse - step counter against in-product usage events
- Conversion Blockers - No meetings yet · No recorded touches · No open-backs
- Role Assignments - Trial Specialist · SDR · AE · CSM on every trial
app.graph8.com/deals/l/trials/companies/{trial-id}
Dialer / Live Deal · live
History
SN
Snowflake · Trial
21 days left · Critical Value
21 days left
Stage
Critical
Close
Activation 0%
Details
Close plan 0 of 5 activation steps · No meetings booked · No recorded touches · No open-backs on last 3 emails. Action: email champion today, propose 20-min walkthrough this week, assign yourself as Trial Specialist owner.
Stage readiness 14%
Suggest next step Open close plan
Surface 3 · Expired Trials
Re-engagement, not write-offs
Trials that ran out without converting. Don't bin them - they were warm enough to start a trial. Switch the sub-tab to Expired and the lapsed accounts surface, ready for a 30-day re-engage sequence.
- Expired sub-tab - same columns, lapsed countdown
- First Touch + Source still attached
- Cohort by month for a monthly win-back sequence
- One click to push to a sequence as a win-back audience
app.graph8.com/deals/l/trials?status=expired
Leaderboard
Search
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Add
Company DaysLeft Activation Health
T Tesla Expired 12d ago60% Warning
F Figma Expired 21d ago20% Critical
N Notion Expired 28d ago40% Warning
V Vercel Expired 34d ago0% Critical
D Databricks Expired 47d ago20% Critical
5 of 8 shown
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Surface 4 · Quote → Paid
From 'how do I upgrade?' to provisioned in minutes
When the trial user is ready to buy, you clone an Accepted quote, swap the customer, send. eSign captures the signature; Stripe spins up the customer + subscription + invoice + payment link the instant they sign. The trial flips to paying without a tab switch.
- Duplicate an Accepted quote · swap the customer · send
- Lifecycle timeline: Sent → Viewed → Signed
- Stripe customer + subscription + invoice auto-provisioned on signature
- Net 30, line items, validity dates
app.graph8.com/deals/quotes
Dialer / Live Quote · Q-2026-0046
History
ST
Q-2026-0046
Stripe · Net 30 · Valid Until Jun 20, 2026 Customer
Stripe
Status
Accepted
Stripe
Provisioned
Details
Trial → Scale plan · qty 1 $24,000.00
Sent May 21, 10:02 AM
Viewed (×2) May 21, 1:18 PM
Signed ✓ May 21, 5:34 PM
Duplicate Resend
Surface 5 · Inbox + Bridges
Every trial reply, every channel, one inbox
Email · SMS · WhatsApp · Slack · iMessage - every reply from a trial user lands in one place, sentiment-tagged, sequence-attributed. Plus the agent on every page - same agent you can DM from your phone to ask 'which trials expire this week?'
- Sentiment chips: Interested / Out of Office
- Sequence attribution per thread - `TRIAL_NURTURE` or `TRIAL_EXPIRED_30D`
- 4 bridges live: WhatsApp · Slack · Roam · iMessage
- Global Agent · sparkle icon · every page · Cmd-K search
app.graph8.com/inbox/email · /profile?tab=apps
TRIAL_NURTURE_D7 - SEQUENCE
3 replies - 2 interestedP(
how do I upgrade to Scale?
Patrick (Stripe)Interested
S(
loving it - need a quick walkthrough
Sam (OpenAI)Interested
D(
out until next week, then ready to talk
Dylan (Figma)OOO
3 of 12 threads - sorted by reply
Filter
AI Chat & Email Autopilot
Every reply for Trial Specialists, drafted in your voice and queued for one-click send.
Incoming Message
Hi, I downloaded your eBook last week and wanted to learn more about your solutions.
From: [email protected]
AI Draft Response
Tone:
Hi! Thanks for your interest in Graph8's enterprise solutions! 😊 I'd be happy to connect you with our team. I can schedule a call for you today - what time works best? We have slots available at 2 PM, 3:30 PM, or 4 PM EST.
Campaign BuilderPersonalization EngineData CloudVisitor ID AI
Ask graph8 anything
An agent that knows your world
Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.
Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC
Which trials expire this week and what's blocking conversion?
9:42 AMRead
5 trials expiring · $94,500 potential ARR · (filtered to Active · Trial Ends ≤ 7 days)
DealStageAmountClose
Tesla · TrialHealthy3d left · 80% activatedMay 25
Nvidia · TrialHealthy5d left · 60% activatedMay 27
Stripe · TrialWarning7d left · 40% activatedMay 29
OpenAI · TrialHealthy9d left · 60% activatedMay 31
Tesla expires in 3 days at 80% activation - send a quote today. Stripe is at 40% activation with 7 days left and a Warning health pill: blocker is **No meetings yet** - book one this morning. Snowflake (21 days, 0% activated) is the bigger risk - assign yourself as Trial Specialist owner and start the activation sequence today.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which trials haven't been touched in 5 days? show me trials at 0% activation with under 14 days left which expired trials replied to the win-back sequence?
Value
What changes when you ship with graph8
For you
For you, the Trial Specialist
- Every trial sorted by days left, automatically
- Conversion blocker named on every trial detail
- Quote → signed → provisioned without a tab switch
- Agent in your pocket via WhatsApp / Slack
For team
For your team
- Trial-to-paid conversion rate you can actually see
- Expired trials become a re-engagement audience, not a graveyard
- Source attribution per trial - which channel pays back
- One tool from trial signup to paying customer
3h/day
Average Trial Specialist time back on graph8
We replace every other tool
How AI automates the work
The agents that run behind your day
Three engines built into the surfaces above. Same product, named for what they do.
Activation Agent
Scores every trial Critical / Warning / Healthy. Names the Conversion Blocker - No meetings yet · No recorded touches · No open-backs - so you act, not interpret.
Trial Coach Agent
Drafts trial-nurture replies in your voice. Tags sentiment. Attributes the thread to the trial-stage sequence that sourced it - TRIAL_NURTURE, TRIAL_EXPIRED_30D, conversion-ready.
graph8 Agent
Answers natural-language questions about your trials. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.
Connected roles
A Trial Specialist on graph8 works with
Onboarding / Implementation
Hands off the moment a trial converts - paying customer arrives with an activation baseline and the first 30-day plan already drafted.
Open role Customer Success Manager
Post-paid sibling. You convert the trial, they protect the renewal - same customer record, two views, one timeline.
Open role Account Executive
Closes the paid contract on enterprise trials - looped in automatically the moment a trial hits 'how do I upgrade?'
Open roleAbout graph8
Trial Specialists use graph8 to keep accounts - and grow them.
Early customers route every customer signal into one timeline so onboarding, renewal, and expansion stay on track.
More qualified pipeline
Real-time engagement + instant scheduling turn interest into booked work without extra tools.
Less busywork
AI drafts replies, logs activity, and syncs data automatically - so every role focuses on people, not paperwork.
One operating picture
Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.
graph8 — Everything Included
$499 /month
7-day free trial. No credit card. Cancel anytime.
2,500 free credits to start
75,000 AI credits/month included
Every feature — voice, email, chat, data, coaching — included
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