What a CRM needs from a tour tool
Triggers from what people do, or don’t
Your app reports events, such as a call logged or a deal moved, with Cueston.track or through Segment. Audience rules then match people who did an event at least or fewer than some number of times in some days, or not at all; who finished or skipped another tour; and who was first or last seen some days ago. See Who sees it.
Targeting by role and plan
Pass the role, permissions and plan when someone signs in, and save the groups you use often as segments, such as “trial admins in week 2”. Upgrade prompts go only to plans without the feature; admin setup never reaches reps.
Guidance that survives releases and custom layouts
When a release renames or moves the element a tooltip or tour step points at, Cueston notices. Broken targets lists each one with the missing selector and how many people missed it, and workspace admins get a daily email when something breaks. Point guidance at stable ids or data attributes and it keeps working across layouts.
Out of the way while people sell
Workspace limits cap how many pop-ups one person gets per visit and per day, and how long to wait between them. When several qualify, the highest priority shows first. Tooltips and beacons don’t count toward the limits, so help on the page is always there. See When and how often.
Proof it changed behaviour
Give a tour a goal, such as “deal moved” within 7 days, and hold back a control group of up to 50%. Cueston shows whether the people who saw it reached the goal more often, and whether the difference is significant at 95% confidence. See Goals and experiments.
Every language your customers sell in
Guidance can be in 11 languages, translated by hand, by machine as a first draft, or through a CSV or XLIFF file for your translators. See Languages.
When Cueston isn’t the right fit
- You’re rolling out a CRM you bought to your own sales team. Cueston runs where you can add its script, which means a product you build. For software you bought, look at a digital adoption platform that runs as a browser extension for every rep.
- Your product is a native mobile app. Cueston is for web apps.
Frequently asked questions
Can a tooltip show only to reps who haven’t logged a call yet?▾
Yes. Your app reports the event, for example with Cueston.track("call logged"), and the tooltip’s audience rule says the person did it fewer than once in the last 7 days, or not at all. Once they log calls, they stop matching and the tooltip stops showing.
Every customer customizes their CRM. Will tours break?▾
Tour steps point at elements on the page, so point them at elements that are the same in every account, ideally with a stable id or data attribute. When a step can’t find its element, Cueston lists it under Broken targets with how many people missed it, and emails workspace admins daily. A step without an element shows in the middle of the page.
Can we show upgrade prompts only to customers on a plan without the feature?▾
Yes. Pass the plan when someone signs in, then target the banner or tour at the plans that don’t include the feature. When the account upgrades, the plan changes and the prompt stops showing.
Will guidance interrupt reps in the middle of their work?▾
You set the limits: how many pop-ups one person gets per visit and per day, and how long to wait between them. Each item also has a frequency, such as once per person. Tooltips and beacons don’t count toward the limits.
Do we need engineers to run it?▾
Once. An engineer adds the snippet, calls identify with the role and plan, and reports the events you want to target. After that your product team builds and changes guidance in the dashboard, picking elements on your site with the Chrome extension.
How much does it cost for a CRM?▾
Paid plans are $39, $79 and $139 a month, billed yearly, for up to 500, 5,000 and 50,000 monthly active users, counted across all your customers’ users. There’s also a free plan with one live item of each kind.
Can we use Cueston to roll out a CRM we bought to our sales team?▾
No. Cueston shows guidance in apps where you can add its script, which means a product you build. To guide your own team through software you bought, you need a digital adoption platform that runs as a browser extension on their computers.