Company Accounts

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Company Accounts. Done Right.

Does your SaaS product have multiple users per account, or multiple accounts per user? Userlist’s data model supports that, and allows you to onboard and engage teams in a smart way.

Account-level workflows

Trigger workflows based on what happens on the company level, and then decide what team members receive the message (based on their role or use case).

Separate segmentation for companies

Userlist offers two sets of segments: users and companies. Understand your accounts and how they move through their lifecycle.

Track many-to-many relationships

Our data model reflects the complexity of your SaaS business. Userlist supports properties for users, companies, and relationships.

No more duplicate data

Only send data on the company level, instead of updating each user with the same information. Store your plan information, feature usage, and much more.

Use our ready-to-go libraries

We offer libraries for popular frameworks and languages: Ruby, Ruby on Rails, JavaScript, and PHP. View libraries on GitHub

Instant integration via Segment

Using Segment for your product? The same company structure will be reflected in your Userlist account. Zero development time required. See how to get started

Build your custom CRM dashboard

Build your custom CRM dashboard

Manage accounts and switch between segments

Customize the columns to view the properties that you need

See progress for each company

See progress for each company

See full company information, segments, activity, and much more

Explore individual users and their activity

Separate segmentation for companies

Separate segmentation for companies

Get a high-level overview of your customer accounts

See how companies move through their customer lifecycle

Trigger company-level workflows

Trigger company-level workflows

Trigger workflows based on what’s happening on the company level

Select which users (roles) should receive the message

Keith Perhac, founder of Segmetrics

“Many-to-many company accounts are a game-changer. No one else supports many-to-many. This is the only email tool that gets SaaS.”

Send email messages

Send a classic email message, and personalize it with user, company, and event data

Send in-app notifications

Send a message inside your web application to onboard and engage users

Send internal notes

Send an email to your own team’s address, e.g. sales or support

Update user, company, or relationship

Modify a property for a user or a company (works much better than tags)

Create a custom event with event properties

Create a new event in the timeline of the user or company

Fire a webhook

Use a webhook to trigger your own instruments and send data Coming soon

Fire a Zap

Use our Zapier and Make integrations to enable actions in thousands of other apps

Teleport users

Use a Teleport in workflows to advance the user to further locations

Build repeat-until cycles

Keep repeating the actions until certain outcome happens

Build production systems

Keep cycling through a set of rules until a system finds the matching one

Run A/B/C tests

Randomly split your journeys in up to 5 paths to measure performance

Measure conversion goals

Measure conversions with custom time windows anywhere in your journeys

Book your discovery demo

Let’s see how Userlist fits into the bigger picture of your SaaS business. You’ll learn about our automation features, integrations, proven lifecycle frameworks, and how we can help you hit your SaaS growth targets.