One website. Every lifecycle stage covered.
Your prospects, trial users, and paying customers all land on the same site — and see three different ones. AI personalizes by lifecycle stage, plan, and behavior, without a single dev ticket.
Works with your stack — HubSpot, Salesforce, Segment, Tealium & more
4.8 / 5 on G2
4.6 / 5 on Capterra
Prospects, trials, and customers hit the same page. Now each stage gets the version built to move them forward.
Every lifecycle experiment used to wait for engineering. Now marketing ships it from a visual editor the same day.
Users who see relevant guidance activate and expand at multiples of those who don’t. Most SaaS sites still show everyone the same pitch.
What personalization looks like across your funnel.
Every capability below runs on one AI-powered visitor profile — behavior, firmographics, CRM data, and plan — from anonymous first click to renewal.
Lifecycle-stage homepages
Prospects see positioning, trials see activation, customers see what’s new — the same URL, AI-decided per visitor.
Trial activation nudges
In-context banners and popups that surface the next setup step, triggered by what each trial user has and hasn’t done.
Upgrade offers, picked by AI
Upgrade, annual-plan, and expansion offers in one list — usage-based segments decide who’s eligible, the AI shows each user the one most likely to convert, and the lift is measured against users who saw none.
In-product NPS & surveys
An NPS bar inside the product, a one-question poll after onboarding, or a short survey on why a trial stalled — every score and answer lands on the user’s profile, ready to target with.
Landing pages that match the ad
Headlines and CTAs mirror the campaign, persona, or industry each visitor arrived from — no page sprawl, no dev tickets.
Docs & content that onboard
AI recommends guides, docs, and posts by role and reading history — the education funnel runs itself.
Personalize anonymous B2B traffic
Reverse-IP identification through integrations resolves companies before any form fill — industry and size become targeting conditions instantly.
Proof that matches the visitor
Case studies and hero sliders rotate by industry, company size, or traffic source — a fintech visitor sees fintech proof, not generic praise.
“Exactly what our finance ops needed.”
Testimonials & logos like theirs
Reviews, testimonials, and customer logos in one library — imported from your review platforms or a file, or collected with your own forms — and each visitor sees the companies most like theirs first, by industry and size.
Visitors ask, the product answers
An AI chat answers from your own docs, pages and pricing — already knowing the plan, the trial and the pages each visitor read.
AI Content Finder
Visitors describe what they’re trying to do in their own words and get a few docs, guides, or case studies from your site — each with the reason it fits, instead of a page of keyword matches.
Book the demo while it’s warm
When a trial heats up or a target account returns, visitors book time with the right AE on your own site — profile attached.
Campaign traffic gets its own page
Landing pages built in the same editor, personalized on the server and served from the CDN — paid clicks land on a page made for the campaign.
Test messaging, keep what converts
A/B test value props, pricing-page copy, and CTAs per audience — measured in signups and pipeline, not clicks. Auto-pick declares and deploys the winner, and a winner can be applied audience by audience.
An AI agent that suggests, builds, executes, and reports.
The AI agent suggests campaigns worth running for your funnel, builds them end to end — targeting, design, placement — executes once you approve, and reports the performance back to you. You set the direction; the agent does the work. Every plan includes a monthly quota of AI tasks.
One signup’s lifecycle, orchestrated.
This is SaaS personalization in practice: every touch below is a campaign from this page — same profile, right channel, right moment.
Noah
Ad click → paying team in 14 days
Journey running liveSigns up from an ad
Automation for marketing teamsThe page he lands on speaks his search — signup friction drops.
Activation nudge
The one skipped step gets a gentle, specific push.
Feature discovery
Docs and guides match what his account actually does.
Trial-end prompt
Heavy usage meets a timed, evidence-backed upgrade path.
Converts to paid
Checkout done — the site flips to customer mode instantly.
Sophie
Anonymous visitor → booked demo in 5 days
Journey running liveAnonymous visit
How a bank rolled out in 30 daysReverse-IP resolves her company on the first pageview.
Returns via G2
The site knows she’s comparing — and argues accordingly.
Pricing, personalized
Firmographics reorder the pricing page for her segment.
Content follow-up
Her nurture email renders fresh, relevant content at open.
Books the demo
The ask matches the account — and lands.
Live on your site before the next sprint.
No re-platforming, no dev queue. One tag and your first lifecycle campaign can ship the same day.
Add one tag
A single script starts profiling every visitor — behavior, source, device, plus firmographics for anonymous B2B traffic.
Connect your data
Sync HubSpot or Salesforce, push attributes via API, or let Personyze extract signals in real time from on-site behavior. Dozens of data points are tracked by default — and ABM integrations identify anonymous companies.
Personalize by stage
Visual editor, campaign builder, and an AI agent that turns a described goal into a complete campaign — targeting, design, placement — staged for your review. Marketing ships lifecycle experiences; engineering ships product.
Free plan · 5K page views · no credit card
See it in Personyze, screen by screen.
Who sees it by lifecycle stage, the page they land on, what they tell you — and which version won. Real screens from the panel.
A page for each audience
One address, a version for newsletter visitors — everyone else gets the default page.
Target by your CRM’s fields
Contact and company fields mapped onto visitor profiles, ready to switch on — then target by any of them.
Ask at the right moment
The 0 to 10 question and a comment box, in the designer.
Testimonials matched to the visitor
A testimonial tagged with who it is for — shown to visitors like them.
Visitors ask, the site answers
The opening message and suggested questions beside the chat, answering from what you gave it.
Rules that read like a sentence
Three targeting rules combined with AND, and the audience told back in plain words.
Pick what the visitor sees
A pop-up or banner, an edit to the page, a design of your own, product recommendations, a lead form, or words and images swapped.
Does the winner hold for each audience?
Conversion rate per version for each audience, with the leader marked — ship a different winner to each.
A complete campaign, end to end 2:13
Who sees it, what they see and when — narrated, in the real panel.
Screens from Personyze demo accounts. The numbers are illustrative.
One platform doing the heavy lifting.
Every lifecycle campaign on this page runs on the same engine — nothing to stitch together, everything reporting to one place.
One tag, one visitor profile
Behavior, firmographics, CRM fields, plan, and usage signals unified per visitor — the profile Personyze’s AI reads on every pageview to decide what each user sees.
Analytics & funnel reporting
Every campaign measured against signups, activation, and expansion — per segment, per variant — in dashboards built for marketers, not analysts — beside full website analytics for the site itself, down to the individual visitor. Auto-pick deploys A/B winners, and a held-out group shows what each upgrade offer really added.
Managed service, when you want it
Our team can design, build, and optimize lifecycle campaigns with you — from your first activation nudge to complex expansion journeys.
Plugs into the stack you already run
CRM-native by design — lifecycle stage, plan, and account data flow in; on-site behavior flows back. If your stack has an API, Personyze speaks it.
HubSpot
Salesforce
Segment
Mailchimp
KlaviyoHubSpotSalesforceSegmentMailchimpKlaviyoSaaS and B2B teams run on Personyze — and say so.
“With Personyze, our teams around the globe can deliver new targeted promotions and messages within hours instead of weeks.”
“We deliver personalized content and CTAs aligned to interest and location. Managed service helped on complex use cases.”
“Easy to use — we trained teams in other regions on it quickly.”
★ 4.8 / 5· 4.6 / 5·trusted by 1,500+ marketing teams
SaaS personalization, answered.
What is SaaS website personalization?
SaaS website personalization is the practice of adapting a software company’s site to each visitor’s lifecycle stage and context — prospects see positioning and proof, trial users see activation guidance, and customers see expansion and product updates. Instead of one static site written for everyone, each visitor gets the version built to move them to the next stage.
Does Personyze sync with our CRM?
Yes — HubSpot, Salesforce, and most CRMs connect via native integration or API, so lifecycle stage, plan, and account data become targeting conditions on your site.
Can we personalize for logged-in users?
Yes. Identified users carry their full profile — plan, usage signals you pass in, CRM fields — so in-app pages, docs, and marketing pages can all adapt.
Do we need engineering to run this?
No. After the one-time tag install, marketing runs personalization through the visual editor, campaign builder, and AI agent. Engineering involvement is optional, not required.
How does this work for anonymous B2B visitors?
Through reverse-IP integrations, anonymous traffic resolves to companies — so you can personalize by industry and company size before anyone fills a form. See B2B personalization.
Is it compliant with GDPR?
Yes — consent-aware tracking, EU data options, and full control over what is collected and stored.
Can the AI build campaigns for me?
Yes. The AI agent suggests campaigns for your funnel, builds them — targeting, design, placement — executes once you approve, and reports the results. Page-level AI can rewrite a whole page for one audience in the Visual Editor. Every plan, including Free, includes a monthly quota of AI tasks, and your remaining balance is shown before anything runs.
Can Personyze decide which upgrade offer each user sees?
Yes. Keep your upgrade, annual-plan, and expansion offers in one list — banners, text, or coupons — give any of them its own audience, such as trial day, plan, or company size, and AI Promotion Manager shows each user the one most likely to convert, learned from what users like them bought, with the lift measured against a held-out group. It is an add-on, included in the Power and Enterprise plans.
Can we run NPS and surveys, and show testimonials by industry?
Yes. Run an NPS bar inside the product or a short survey on the site, and every score and answer lands on the user’s profile — ready to target with. Testimonials, case studies, and reviews come from one library, and each visitor sees the ones from companies most like theirs. Reviews & Surveys is an add-on, included in the Power and Enterprise plans; the AI Content Finder runs with the AI Chat Agent add-on.
What does it cost?
Plans scale by page views from free to Enterprise — see transparent pricing.
Your funnel, personalized at every stage.
Start free, sync your CRM, and stop showing paying customers your signup pitch.