Case Study: CallRail drives upgrades and cross-sells with Pendo

Driving upgrades and cross-sells with a single (in-app) click

CallRail, an AI-powered lead intelligence platform, wanted to strengthen its product-led growth strategy and drive customer expansion by promoting upgrades and cross-sells directly in the app. To do that, the company turned to Pendo, using Pendo In-app Guides to deliver seamless offers at the right moment without relying on developer resources.

With Pendo, CallRail built contextual, lifecycle-based, and campaign-driven in-app messaging to surface relevant products based on user behavior and journey stage. The result was a one-click, 14-day free trial flow for Conversation Intelligence, helping increase adoption of the AI-powered transcription product and enabling faster iteration through data-driven A/B testing.

CallRail

Sarah Parham

Product Manager