Keep Customer Follow-Ups Consistent as You Scale

As your SaaS grows, it's easy for onboarding, renewals, and at-risk accounts to fall through the cracks. Field Suite Pro gives your team a single, reliable system to track every customer interaction, so growth doesn't come at the cost of retention.

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What We Actually Build

1

Follow-Up & Reminder Engine

  • What it is: Automated reminders for onboarding, renewals, and account check-ins.
  • What it does: Ensures no customer is left waiting, and every next step is scheduled.
  • What it's not: Impersonal spam or generic automated messages.
2

Visibility & Ownership

  • What it is: Clear ownership for every customer account.
  • What it does: Assigns tasks to the right team member, highlights overdue follow-ups, and provides leadership with real-time visibility.
3

Lifecycle Tracking

  • What it is: Track where each customer is in your journey.
  • Examples: Trial → Onboarding → Active → At-Risk → Renewal → Churn.
  • Why it matters: Identify potential issues before they become lost customers.
4

Tool Integration (Optional)

  • What it is: Works with your existing SaaS stack.
  • Examples: CRM, email, support desk, billing systems.
  • Trust line: No new software forced — we enhance what you already use.

How This Gets Tailored for SaaS

Core systems are the same. Workflows adapt to SaaS operations:

Choose Your SaaS Setup

Starter Retention System
$2,997
One-time setup + $97/month
  • Foundational follow-up system for new SaaS teams
  • Onboarding and renewal reminders
  • Basic lifecycle tracking for key accounts
  • 30-day support
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Most Popular
Retention Operations Suite
$4,497
One-time setup + $147/month
  • Everything in Starter, plus:
  • AI-assisted email templates for customer outreach
  • Smart grouping of customers by engagement or risk
  • Automated re-engagement workflows for inactive accounts
  • Monthly optimization and priority support
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Retention Infrastructure & Scale
$7,997
One-time setup + $247/month
  • Everything in Professional, plus:
  • Custom workflows for complex SaaS journeys
  • Advanced integrations with your tech stack
  • Dedicated retention systems advisor
  • Quarterly strategy sessions and team training
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Retention Should Scale with Your SaaS

Field Suite Pro ensures every onboarding, renewal, and follow-up happens on time, so your team can focus on growth instead of firefighting.

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30-minute call • No pressure • See if it's a fit