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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.

Data Structure

Supporting most complex SaaS models

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.”

Keith Perhac, founder of Segmetrics
Testimonials

Listen to our happy customers

These SaaS companies are scaling their growth and marketing with Userlist. You could be doing that, too.

“Userlist team helped us set up lifecycle campaigns for both of my companies. It was like having an in-house marketing genie guiding the way.”

Chris Smith
Chris Smith
Paydirt & InvoiceSherpa

“Userlist has provided a really nice onboarding experience, and continued support is phenomenal. We are very, very grateful.”

Marisha Mets
Marisha Mets
SLP Now

“Userlist has the most flexible data model. It’s the only tool that can handle n:m relationships between users and companies. And the API is awesome.”

Christian Asche
Christian Asche
Coveto.de

“We put off updating our trial onboarding campaign for years. Then we found Userlist. The project went from someday to done in just a few weeks.”

Andrew Berkowitz
Andrew Berkowitz
Suggestion Ox

“It’s not like other tools don’t have support available. But Userlist was so intentional about letting me know I should take advantage of their support. I felt so comfortable learning the system.”

Esther-Grace Okonkwo
Esther-Grace Okonkwo
InboxFuel

“The customer service has been top notch, the experience is simple, and the power of this platform is truly remarkable. We’re thriving.”

Dennis Field
Dennis Field
Career Sandwich

“We cut our churn by 25% in three months, which has a big impact on our growth. We did that through a couple messages in Userlist.”

Aaron Kassover
Aaron Kassover
AgentMethods

“Take my money! Userlist is a game-changer. Almost too easy. The integration was like, write these two lines of code, and then you have this beautiful tool.”

Daniel Nalesnik
Daniel Nalesnik
Hack Chinese

“100% recommend Userlist. It’s the only tool with the account-user relationship done right. Also, great customer service by very technical people.”

Michael Koper
Michael Koper
Nusii

“I’m telling everyone about Userlist, still excited about the tool. It’s the best spot for me to see what happened. It’s literally my user list.”

Peter Suhm
Peter Suhm
Reform

“Our previous solution just didn’t feel right. In-app messages, especially in-app broadcasts, are the absolute sweet spot for us.”

Alice Coleman
Alice Coleman
focus booster

“Feels like you built this tool exactly for me. It’s like using cheat codes for better user onboarding. I banged out three campaigns in about two hours!”

Christian Genco
Christian Genco
Fileinbox

“It’s time for the landscape to shift. Moving from Intercom to Userlist has freed up a lot of pressure on the costs side of things.”

Baird Hall
Baird Hall
Zubtitle

“The tool is fantastic. The templates are so well thought-out. It literally saved me days compared to creating the emails from scratch.”

Aggelos Mouzakitis
Aggelos Mouzakitis
Product-led Academy

“Yesterday I switched from Intercom to Userlist. Night. And. Day. Every startup/SaaS should switch to Userlist.”

Brian Lovin
Brian Lovin
Campsite

“This is exactly how workflow builders should work. Excited to see where the team takes this. Excited to use this for our email marketing.”

Brennan Dunn
Brennan Dunn
RightMessage

“Userlist is data-driven. It’s so much better than tag-based automation. Really enjoy the simplicity and attention to detail in the product.”

Andy Hawkes
Andy Hawkes
Loadster

“No other email automation tool supports companies so well. Now I can record a company-level event once, and start a campaign for all users from that company.”

Michael Thomsen
Michael Thomsen
Agile Extensions
Omnichannel Workflows

Don't just “send emails” — build an automation empire

Manipulate data, make your tools play together, and notify customer success or sales. Powered by best-in-class visual workflows.

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

Integrations

Integration is a breeze

Connect Userlist with your favorite tools. Get clean data from the right sources, so you never have to worry about manual sync again.

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.