When choosing the best CRM for your SaaS company, the best features should be simple to use. CRMs should also be easy to implement for all departments, from the product team to the sales team. SaaS employees are typically more tech-savvy than their B2B counterparts.
Depending on your specific needs, you may want to implement a self-serve sales funnel or a product team that manages customer service.
Zoho CRM
Zoho CRM comes with a free plan that allows up to three users to use the software. The free version includes contact and lead management, lead and account management, standard reports, workflow rules, web forms, email templates, and basic customer support. This plan also offers collaboration with your team via group calendars, direct messaging, and status updates. The premium plan is available for 20% of the license price.
The subscription-based pricing model of Zoho makes it an attractive option for SaaS companies, as it allows users to pay only what they need. However, it’s important to note that the software requires a license, which you’ll need to renew on a regular basis. Zoho also recommends consulting services if you are unsure how to use the software or which features are not appropriate.
HubSpot CRM
In the current market, there are many CRM options for SaaS companies, but none are as flexible as HubSpot CRM. With its integration of collaboration, project management, and marketing, HubSpot is the most comprehensive solution for SaaS companies. In addition to being flexible and customizable, HubSpot also comes with omnichannel capabilities, so that all departments can use the same database and information. It is the option on the list of best CRM for SaaS companies.
The customer service at HubSpot is decent, though it’s worth noting that its website chat function is better than other similar offerings. Customers are generally discouraged from asking questions that are not related to sales information. The company’s website encourages users to look up relevant online resources before contacting customer service. HubSpot does not offer all of its features for free, and the paid plans start at $50 a month.
Whether you need a CRM for your SaaS company, or want to use it for your marketing or sales team, HubSpot offers a variety of subscription levels to meet your needs. The free level offers basic features and is designed for smaller companies, while the paid version is tailored to larger companies. Alternatively, you can subscribe to HubSpot Academy and learn more about the features available.
Microsoft Dynamics 365
As a cloud-based platform, Microsoft Dynamics 365 combines customer relationship management (CRM), enterprise resource planning (ERP), and business applications into one integrated package. These applications are divided into powerful modules and numerous features that can support a variety of business processes. Based on Microsoft’s Azure cloud computing platform, Microsoft Dynamics 365 is available through a web browser, and businesses do not have to install anything on their computers to access it.
A customer’s journey is based on data collected from all touchpoints. Dynamics 365 AI can detect when a prospect has not yet made a decision and suggest appropriate action. For example, it can suggest a promotional offer or product demo based on the number of phone numbers associated with a given lead. Moreover, it can analyze historical data to predict future behavior, and alert sales teams of potential drop-off points.
Keap Max CRM
One of the most popular CRM for the SaaS based companies. It helps to streamline their business and productivity by 300%.
Keap is a SaaS CRM that offers powerful sales and marketing functionalities. It offers 24/7 live chat support and a host of training webinars to help you maximize the use of the system. It is possible to customize Keap CRM for SaaS companies by adding custom fields, tags, and values. Customers can also access support via an online community forum, which allows them to share ideas and discuss common issues.
This CRM system makes it easy to manage and organize client data, activity, and communication. Keap connects with Outlook or Gmail, automatically updating information based on the emails sent or received. It also features pre-written emails, which make it easy to refer to important information. Keap helps you stay organized by keeping track of your clients’ past interactions with your company. It also offers a Sales Opportunity module.
