Spot · Accounts and leads

Every account,
every lead.

Accounts bring together users, plan, usage, billing and every Funnel they’ve seen. Leads from your website Funnels sit alongside, from first capture to paying customer, without building a CRM.

14 days of Traction · No card required

The Acme Co account: Starter at $399/mo, 9,100 of 10,000 credits used by day 18, 42 logins and 6 active users in 30 days, and why the account qualified, with credits_used and invoice.paid events flowing in.
How it works

Every account.
Every lead.

  1. 1 · Connect

    Two calls to start.

    Add the Web SDK or call the API from your server. group() links users to their account, track() sends what they do.

  2. 2 · Capture

    Leads from your website.

    Lead magnets, demo requests and waitlists turn visitors into Leads with a name, work email and company.

  3. 3 · See

    One account, one story.

    Users, plan, usage, signals, Funnels and outcomes sit on each account, and a Lead links to it once they sign up.

Leads

From first capture to customer.

Website Funnels like lead magnets, demo requests and waitlists create Leads. Work them from New to Converted, see which Funnel and campaign they came from, and send them on to your tools.

  • New, Working, Qualified and Converted, as a list or a board
  • Source Funnel and campaign on every Lead
  • Sent to HubSpot, Customer.io, Slack or your webhook
The Leads list with status, source Funnel and campaign for each Lead, from a new lead_created capture to Sam Patel, converted into the Acme Co account.

Account view

Why this account, why now.

Open any account to see current plan usage, recent logins, active users and the signals that qualified it, next to the Funnels it saw and what happened.

  • Current plan usage and trial dates
  • Logins and active users over 30 days
  • Who can buy, and who needs approval
An account’s users with who can complete a purchase and who needs approval, next to the group() call that sends plan, trial and seat traits.

Plans

Accounts and leads are on every plan.

Unlimited customer records and leads. Plans differ by events a month.

Compare plans →
  • Builder

    Included

    10,000 events/mo

  • Launch

    Included

    25,000 events/mo

  • Traction

    Included

    100,000 events/mo

  • Scale

    Included

    250,000+ events/mo

Pairs well with.

All features 

Questions,
answered.

Where do Leads come from?

From Funnels on your website, like lead magnets, demo requests, waitlists and pricing-page recovery. A Lead is saved only when someone submits their details.

Is this a CRM?

No. It’s a focused view of what each account and lead did, saw and bought, so your Funnels reach the right people. Your CRM stays your CRM, and records can sync to HubSpot.

How does a Lead become an account?

When the person signs up, their Lead links to the new account. The Lead keeps its history, so you can still see which Funnel and campaign brought them in.

Can I send Leads to HubSpot?

Yes, as HubSpot contacts. Leads can also go to Customer.io, Slack or your own webhook.

What counts toward my event limit?

The product events you send with the Web SDK, Direct API or PostHog. Customer records and Leads are unlimited on every plan.

Stop leaving MRR
to chance.

Start free trial

14 days of Traction · No card required