SaaS CRM: How to choose A CRM for SaaS businesses

17 Gennaio 2022

It allows you to access your business data from anywhere, directly from your Android and iOS devices. The free plan includes features like a shared inbox, contact management, live chat, email marketing tools, dashboard reporting, deal tracking, onscreen calling, and more. And when you’re ready for more, you can purchase paid add-on packages to unlock more sophisticated features that you may need as your business grows. Keap offers a 14-day trial and integrates features such as contact management, advanced automations for sales and marketing, lead scoring, email and text marketing, and more. It’s ideal if you’re seeking a comprehensive solution for small business expansion. Nextiva is the best CRM for entrepreneurs seeking advanced VoIP capabilities.

best crm for saas startups

Revenues CRM software increases productivity by 34%, forecast accuracy by 42%, and sales by 29%. Let’s look deeper to see what the best CRM software can do for your company if these data don’t tell you anything. SMBs represent a huge market, which is why some big CRM players are scaling down their enterprise offerings to meet the needs of smaller organizations. Generally, they’re just highlighting what they feel are the best SMB features of their current offerings and the development work usually centers around making those capabilities easier to use. Think of a CRM as a sponge that can soak up all the information your company has about a specific customer.

Customer Retention and Relationship Management

It includes a robust feature set that supports you in delivering excellent customer experiences. For example, the tool offers built-in agent desktops and customer self-service, perfect for SaaS companies. A SaaS (customer relationship management) CRM tool helps you build and nurture a pipeline of high-quality leads, collaborate with your team, and streamline internal processes. Salesflare is renowned among SaaS startups for its time-saving features.

It has a low learning curve, and while it lacks bells and whistles, it’s robust enough to grow with you as you gain experience with the platform. However, it lacks the enterprise-ready upgrade path found in Salesforce and Zoho. Select the right SaaS CRM software today and your business would appreciate you for it. That’s not all; you can also utilize the power of email marketing even if you are a beginner in email marketing and use email templates to gain more customers.

Freshsales (top CRM for sales teams)

Then, track leads through your sales pipeline and convert them into opportunities and customers. We also looked at how many third-party integrations each CRM supported and how easy they were to use. We based this on our own experiences with each platform as well as what other users had to say about them.

SaaS CRM systems were once costly, complex, and challenging to use, but now they are cheap, easy to use, and integrated into your website. » Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success. So, rather than being installed directly onto each individual computer, SaaS-based CRM operates on the cloud, meaning that users can access it anywhere. Regardless of the SaaS CRM you choose, you’re going to want to get the most out of it. If you do these things well, you’ll be lightyears ahead of most SaaS companies who are struggling to take action based on customer data.

Freshsales CRM

These reports display all pending sales, leads, and business opportunities in an understandable format. Using various pie charts and histograms, users can make forecasts on this data to make informed business decisions. It also provides an excellent email support center from which you and your team can reply to incoming queries and handle correspondence (be it sales or technical support). Build canned responses, create support articles and host them with Intercom and then direct your customers to exactly the right place when they get in touch. It has quickly built a reputation for itself as a great value-for-money  SaaS CRM with advanced marketing and automation features.

best crm for saas startups

As with any piece of software, it’s critical to take advantage of free trials when available. No matter how many reviews you read or demos you watch, you can’t fully understand how CRM software works until you use it yourself. Be sure to have colleagues from different departments try out the best crm for saas startups software, too, so you can understand how successful it is in different situations. If you know exactly what you want out of your CRM, SugarCRM can show you how to get it. Large organizations that want to extensively customize the system may find themselves needing assistance from support.


However, you want to focus on and compare features relevant to your SaaS business. For example, look for extensive analytics and reporting so you can track key SaaS metrics. You’ll also want features that support winning new customers, such as pipeline and lead management.

  • Using data analytics, startups can uncover useful knowledge about their customers’ behaviors, preferences, and needs.
  • For example, if a tool forces users to dig through menus and submenus every time they want to log a call or email, the tool will complicate their jobs instead of simplifying them.
  • Doing this prevents any missed sales, improving forecasting accuracy and permitting smarter decisions when it comes to resource allocation.
  • Getting back to our sponge analogy, the primary function of any CRM should be to soak up data.
  • Some SaaS CRM software also provide other marketing tools like landing page builder, marketing automation tool, and lead generation.
  • Benefits for SaaS startups include increased efficiency, improved sales performance, and enhanced customer satisfaction.
  • With a highly visual scheduling interface and customizable workflows, adapts to the unique way members of your team approach their projects.

Its integration across various business domains like finance management, human resources, and IT management ensures that you have a holistic tool to manage your startup’s needs. In the following section, we’ve compiled our top 19 list of the best CRM for startups. Explore these top CRMs, specifically selected to empower and streamline your startup’s customer relationship management. Leveraging the best startup CRM tools is essential, as this software helps streamline customer relationships, sales, and marketing efforts. CRM software also helps with customer retention and relationship management. They allow personalized communication, making sure customer needs are met and any issues are solved quickly.


You can get access to every detail you want on each customer and gather insights that you want. Pipedrive provides multiple tools that you can use to get more leads and more customers from conversations. From web forms to email campaigns, sequencing, landing pages, live chat, and a complete CRM that gathers all data for the sales teams, EngageBay is a powerful CRM software for small businesses. With its great sales management features, PipelineDeals can make tracking and closing deals easier than ever.

best crm for saas startups

Unlock your organization’s potential with a CRM fixed on increasing revenue through process automation. Various packages start from $49 per month for three users to $249 per month for 10 users. Luckily, most of the top CRM for startup SaaS companies offer free demos or trials to give businesses more insight into their product. Now that the benefits of utilizing a startup SaaS CRM for your business are evident, it’s time to dive into the primary features to consider before investing in one. Without sufficient CRM characteristics, new organizations will struggle with the implementation procedure. Moreover, sales teams won’t forget to follow up on a deal or fail to call a prospect as promised.

Best for Longtime Act! Users

From messaging and billings to web forms and e-signatures, Copilot is an all-in-one solution for all your CRM needs. In conclusion, HubSpot is a powerful, feature-rich CRM tool that is more than well-suited to the needs of SaaS startups with bigger budgets. Its user-friendly interface and range of integrations make it a highly scaleable CRM. However, we must flag that this is a bit of a marketing ploy to have customers upgrade to a paid subscription. If you’re looking to use the full set of Hubspot’s features, you should prepare to spend up to $3000 monthly. The customer service inbox is an add-on and lacks some key features of competitors like Intercom.