SaaS CRM: How to choose A CRM for SaaS businesses

Ontraport offers a comprehensive CRM solution that bundles automation, email marketing, landing pages, analytics, e-commerce and a full suite of business management tools into a single platform. In 2020, Infusionsoft is Keap’s most powerful CRM platform for B2B businesses and it packs extensive features for sales and marketing teams. It’s also one of the most expensive options on the market and the learning curve is steep but this remains a popular choice for large B2B brands.

best CRM for SaaS startups

If the majority of your sales and marketing efforts are going to take place over the phone, then this is one CRM you definitely want to take a look at. Capsule feels like an enterprise platform but it’s definitely not priced like one and it doesn’t offer the automation and email marketing features we would expect from one. This really is a CRM and nothing else but it’s a very good CRM and wonderfully designed at every level, which delivers an experience that feels deceptively enterprise. Pipedrive isn’t the most attractive CRM on the market and some of the industry leaders like HubSpot deliver a more intuitive experience overall.

Lead management

You’ll rarely find anything to complain about in terms of usability and this is remarkable considering the capabilities on offer. Something a lot of the more basic CRM platforms lack is marketing and sales automation. In fact, even some of the more expensive options on the market aren’t particularly capable in terms of automation and this is a real dealbreaker. Ideally, you want to be able to add and move leads onto lists automatically as users take new actions, which saves your sales and marketing team from constantly updating lists manually.

Unlike other CRMs that try to serve multiple departments, Close is designed specifically with sales needs in mind. It offers a wide array of tools to enhance outreach via phone calls, SMS, and other avenues. With intuitive dashboards and robust analytics and reporting, you can easily track various useful metrics and stay on top of all open deals. Described as “the only CRM that builds itself for you,” Nimble offers solid automatic integration with over 160 apps.

Activity tracking

With email and social media tracking, lead capture forms, and appointment scheduling, HubSpot CRM helps you streamline your sales process and increase productivity. It has many of the features that top competitors have, but at a much lower cost. You can also get sales, marketing, and customer service features all in one place, which can magnify your software subscription savings. The native sales pipeline management tools allow sales reps to track lead status and access customer data, giving them the confidence to interact with leads. Beyond standard CRM features, FreeAgent offers unique tools for marketing, sales, and support.

  • Some CRM providers scale their pricing proportionately while others really hike up the prices on their premium plans.
  • Founded more than two decades ago, Salesforce has a venerable position in the CRM universe.
  • Salesmate’s perfect CRM for SaaS answers to all these needs with Custom Reports, Advanced Analytics, and Custom Dashboards.
  • Freshsales incorporates AI to help you manage your sales data more effectively.
  • Kapture delivers with automation features, too, even on the Essentials plan that’s priced at $24 per month, per user.

This is where salespeople comes in, and they demand the right environment for all the SQLs. Pipeline Management helps sales team to get a bird-eye view of all the deals flowing at the moment. Salespeople can always find the right oppportunities to focus, just by looking at the pipeline view. If you find Salesforce too complicated (a common report from users), Zendesk might prove a good alternative. It is highly streamlined, which means it doesn’t offer as robust an environment as Salesforce or an option such as Close, but might be better for a first-time CRM user. It’s more expensive than some of the other options, though, so keep cost in mind.

How to Choose the Best CRM Software for You

If you’re ready to start finding, winning, and keeping customers without the incredible up-front costs of traditional CRM, then SaaS CRM is for you. Zendesk Sell is an easy-to-use cloud-based CRM tool that helps sales teams engage customers, strengthen and shorten sales cycles, and improve customer retention. Zendesk Sell is designed to make the sales process and user experience as simple and stress-free as possible. 70% of businesses are able to implement this user-friendly SaaS CRM within seven days, which means they start seeing benefits faster and improving sooner.

best CRM for SaaS startups

Integrate your favorite tools and softwares to make the most of your SaaS CRM. Have precise and accurate analyses comprising customer retention metrics in terms of business value to reduce churn and revenue leakage. You can purchase a CRM anywhere between $12 to $20 per user each month.

Apptivo CRM

Because there is no large investment required, start-ups do not need to consider large investments. As a result, it’s getting a lot of traction among small and medium-sized enterprises, as well as start-ups, who are dealing with cash flow issues. Nimble only has one pricing option called ‘Nimble Business’ at $25/user/month.

best CRM for SaaS startups

They sell software to other businesses that can fulfill a particular need or solve a pressing issue that company might have. So, CRM for SaaS saves a lot of time and money in implementing the program in the best crm for startups company and also helps companies develop their business, be successful and efficient. It’s very easy – you access the system through the network and you can use it and change the settings anytime, anywhere.

Best CRM for SAAS Companies

Additionally, Freshsales offers top-notch customer support, including phone and email support, making it an excellent choice for early-stage SaaS startups. If you’re willing to invest in a CRM system, Zoho CRM is the best option for early-stage SaaS startups. With a free plan and a paid plan starting at $12 per user per month, Zoho CRM offers a range of features that can help you manage your customer relationships and sales data.

best CRM for SaaS startups

You get intelligent sales insights, automation features, and a unified CRM system for your sales, customer support, and marketing teams. It features everything you’d expect to see in a traditional CRM system, including sales force automation, marketing automation, and customer service management. Dynamics 365 is Microsoft’s suite of business management tools, which includes a sales platform designed to give you a better view of the customer journey. The sales cycle tool is used by sales reps and SaaS companies to for sales forecasting and customer retention strategies. Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis.

SaaS Businesses

For instance, a great CRM tool will help you improve conversions, manage your leads, and execute effective marketing campaigns hassle-free. A good CRM (Customer Relationship Management) software lets you manage all your customer relationships with ease. SugarCRM is the more enterprise option but Freshsales and Freshworks’ wider range of software options offer a flexible, powerful option for financial brands on a smaller budget. We looked at Freshsales as a CRM for SaaS businesses in the last section but Freshworks has an entire range of software products that are important for online retailers. E-commerce is another niche that has some very unique needs from a CRM platform and it took a while for software providers to deliver for retail brands.

Mark O'Leary