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User CRM

Track and manage users across your funnel with full visibility into their actions and subscriptions

Find any user instantly, view their complete journey, and debug issues without writing SQL or pulling raw data. Get a complete picture of every subscriber from first visit to active subscription.

Powerful search and filtering

Find exactly who you're looking for with flexible search options:

  • Search by email - Look up users by their email address
  • Search by user ID - Find specific users with their unique identifier
  • UTM source tracking - See all users from a specific campaign or traffic source
  • Country filtering - Filter by user location
  • Campaign attribution - Group users by marketing campaign
  • Experiment groups - See which A/B test variant each user experienced
  • Date ranges - Filter by signup date or activity period

Complete user profiles

View everything about a user in one place:

  • Subscription details - Current plan, pricing tier, payment status
  • Total revenue - Lifetime value from this user
  • Event history - Every action taken in your funnel
  • Quiz answers - Responses from onboarding questions
  • Paywall interactions - Which pricing tiers they viewed
  • Payment method - How they paid (Stripe, Paddle, PayPal, etc.)
  • User properties - Custom data you've collected

Individual journey tracking

See the complete path each user took through your funnel:

  • Initial landing page and traffic source
  • Quiz progression and answers
  • Time spent on each screen
  • Paywall visits and price selections
  • Payment attempts and completions
  • Subscription changes and upgrades
  • Cancellation history and reasons

Debug funnel issues

Quickly identify and fix problems affecting conversions:

  • See where specific users dropped off
  • Identify patterns in failed payments
  • Find users stuck at certain steps
  • Track error messages and technical issues
  • Analyze behavior of non-converting users
  • Compare successful vs unsuccessful user paths

Subscription management

Manage user subscriptions directly from the CRM:

  • View active and canceled subscriptions
  • See next billing date and amount
  • Check subscription status across payment providers
  • Process refunds without leaving the platform
  • Cancel subscriptions on behalf of users
  • Access customer portal links for self-service

Revenue tracking per user

Understand the financial value of each subscriber:

  • Total revenue generated to date
  • Number of successful charges
  • Average revenue per user (ARPU)
  • Payment history and invoices
  • Refund amounts and reasons
  • Subscription upgrade/downgrade history

Segment by experiment

Analyze users based on their A/B test experience:

  • Filter by experiment variant
  • Compare behavior across test groups
  • See which variants drive higher LTV
  • Track conversion by experiment
  • Identify winning variations by user quality

Customer portal integration

Provide users with self-service subscription management:

  • Generate unique portal links per user
  • Let users view their subscriptions
  • Enable self-service cancellation
  • Display billing history
  • Show next payment date
  • Embed portal in your app or emails

No SQL required

Access complex data without technical skills:

  • Visual interface for all queries
  • Pre-built filters for common searches
  • Export results to CSV
  • No database knowledge needed
  • Point-and-click navigation
  • Instant results

API access

Pull user data programmatically when needed:

  • Query subscription status via API
  • Filter by multiple parameters
  • Get user event history
  • Access custom properties
  • Webhooks for real-time updates
  • Integrate with your own systems

Why User CRM matters: Understanding individual users helps you provide better support, identify high-value customers, debug conversion issues, and make smarter decisions about product and pricing.

See how it works

Watch demo video - A complete walkthrough of the platform and how everything works together.

Related features

A/B testing - Segment users by experiment variant to analyze test performance.

Analytics - Combine individual user insights with aggregate funnel metrics for complete visibility.

Cancellation flows - View cancellation reasons and refund history for each user.

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