Trusted by 5000+ TEAMS globally
THE NEED FOR THE BEST SAAS CRM SOLUTION
Why we created Salesmate CRM for
SaaS companies have unique needs when it comes to CRM software. Data management is the most important factors for
decision-making for SaaS. That’s why the CRM tools need to be a complete solution that sales, marketing, and CX teams can
use. Every data from lead capturing to nurturing must be there in a CRM. That’s why created a Salesmate as the perfect
CRM for SaaS businesses.
Salesmate has important lead generation tools you need to convert website visitors into high-quality leads. Web Forms, Meeting Scheduler, Live Chat & Chatbots will help you turn visitors on landing pages to leads into CRM.
After lead generation, what you need is a strong lead management environment where all your contact details are stored without any limitations. This is where you’ll filter all your leads for better marketing and business decisions. Salesmate comes with the best Contact Management functionality with 100+ filters, so you can manage data your way!
Pipeline and Deal Management
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. Our SaaS CRM comes with industry-best Pipeline Management.
Salespeople are extremely talented at communicating with prospects based on their buying stage and suggest the right product or service. A true SaaS CRM should empower this quality and need. That’s why Salesmate has left no communication channel. Salespeople can email, call, text, and video chat with Salesmate.
Sales closing is not the end, it’s the start. This is the stage where customer success team takes over and makes sure existing customers have everything they need to efficiently run their day. Salesmate’s Live Chat & Chatbots are built for CX teams deliver extra-ordinary experiences to their customers. Shared Team Inbox helps CX teams come together and resolve customer tickets like a true team.
Analytics & Reporting
Every team needs insights, there’s no doubt about it. Sales team need their monthly perfomance reports. Marketing team needs campaign-level inisights. CX team wants to see how many customers are satisfied. Salesmate’s perfect CRM for SaaS answers to all these needs with Custom Reports, Advanced Analytics, and Custom Dashboards.
SaaS businesses rely on a lot of tools. The ideal SaaS CRM should integrate with these tools for better data maintenance and collaborations. That’s why Salesmate offers 700+ integrations, native and Zapier-based, so you can build a data-centric ecosystem.
THE NEED FOR THE BEST SAAS CRM SOLUTION
Use Salesmate with
your favorite SaaS apps
With 700+ business app integrations including Google Apps, Microsoft, and Zapier, Salesmate enables a seamless and productive workflow for your entire team.
TOP SAAS CRM SOFTWARE FEATURES
What should you look for in a SaaS CRM for
Check out the best features you must look for in a CRM for SaaS businesses. Also find out how Salesmate
drives immense values via these features.
LEAD GENERATION TOOLS
Wake up with fresh MQLs!
Your website visitors are your future customers. Turn visitors into hot leads using attarctive Web Forms. More interested in face-to-face chats? Encourage visitors to book a slot with you using Meeting Scheduler. Want to generate leads while you sleep? Try Salesmate Chatbots to capture leads using automated journey.
- Web Forms
- Meeting Scheduler
- Chatbots for Lead Generation
Truly understand your
Salesmate Contact Management let’s you manage unlimited
leads and companies, so you can bring out the best insights for your business.
Score leads as per your own rules to deliver the highest-quality leads to salespeople.
- Contact Management
- 100+ Advanced Filters
- Profile Enrichment
- Contact Timeline
- Create Lists
- Lead Scoring
Meaningful insights into
your SaaS customers
Take your marketing to the next level with Salesmate’s lead
generation and management tools.
DEAL & PIPELINE MANAGEMENT
Managing deals is a BIG deal!
Every SQL is a Deal and Pipelines is the collection of Deals spread across various stages of buying journey.
Salesmate empowers you to create unlimited deals and pipelines and customize them exactly the way you want.
Modify pipeline stages and deal cards, so you can drive your sales process, the way you want!
- Multiple Pipeline Management
- Deal Management
- Custom Deals & Pipelines
- Pipeline Stage Automation
SALES NURTURING & CLOSING
Say hello to sales closing!
Salesmate is absolutely the best SaaS CRM when it comes to communication channels.
Connect with prospects via emails, calls, and text without leaving your CRM. Everything is inside!
Salesmate also integrated with Google Meet, Microsoft Teams, and Zoom!
- Sync Your Inbox
- Built-in Text Messaging
- Built-in Calling
- Video Conferencing
- Power Dialer
An award-winning software that is
top-rated by customers
Hundreds of awards and thousands of customer rating across all industry outlets.
CRM for Startups
CX is the best business strategy!
You have to be there for your customer when they need you. Let them reach out to you via Live Chat where you resolve doubts one on one.
Be there, even where you’re not around with Chatbots. Let the automation answer all the questions and resolve customer queries.
Meanwhile, Shared Team Inbox truly empowers your CX team to come together and share an inbox. Assign conversations to the right owner and deliver extraordinary experiences.
- Live Chat
- Chatbots for CX
- Shared Team Inbox
REPORTS & DASHBOARDS
Turn data into game-changing insights
Don’t see data in a boring spreadsheet way. See the data in beautiful charts and reports. Salesmate lets you create custom reports that you need regularly.
With widgets, you can build your personal dashboard that shows crucial insights as soon as you open up Salesmate.
- Custom Reports
- Pre-made Report Templates
- Custom Dashboards
- Create Reports Automatically
AUTOMATION IN SALESMATE
Do it. Yet don’t do it.
Salesmate is the best CRM for SaaS because of its automation capabilities.
Workflow Automation lets you automate mundane, everyday tasks, so you can focus on better activities.
Sequences are true gift for salespeople to take follow-ups automatically using emails and texts.
Journey-based Marketing Automation lets you simplify complex campaigns and put them on auto-pilot.
- Workflow Automation
- Marketing Automation
- Sales Automation
- Data Entry Automation
Be where you should.
Automate the rest.
Explore the automation capabilities from Salesmate with a 15-day completely free trial. No credit cards required.
STArtup crm comparision
Comparing the best CRM for startups in 2022
Want to pick the right startup CRM for your business? Select from the list of top-rated startup CRM tools based
on different criteria such as features, cost, & customer ratings.
|Web Forms||Yes, in all plans||Yes, in all plans||Via Add-on, pay extra|
|Built-in Meeting Scheduler||Yes, in all plans||Yes, in all plans||No, only Google Calendar||Starts at $19.90/U/M|
|Live Chat||Yes, Add-on||Yes, Add-on|
|Chatbots||Yes, Add-on||Yes, Add-on|
|Contact Management||Unlimited, in all plans||Unlimited, starting at $59/U/M||Unlimited, in all plans|
|Pipeline Management||Unlimited, in all plans||2 pipelines/account in Starter||1 pipeline in Starter||Unlimited, in all plans|
|Deal Management||Unlimited, in all plans||Unlimited, in all plans||Unlimited, starting at $59/U/M||Unlimited, starting at $59.90/U/M|
|2-way Email Sync||Starting at $19.90/U/M|
|Drag & Drop Email Builder||HTML Editor||Via Add-on, Pay Extra|
|Bulk Email||Starting at $89/U/M||Starting at $19.90/U/M|
|Built-in Phone System||Starting at $39.90/U/M|
|Power Dialer||Starting at $40/U/M||Starting at $89/U/M||Via integration, pay extra|
|Call Recording||Yes, in all plans||Yes, in all plans||Starting at $89/U/M||Starting at $39.90/U/M|
|Built-in Text||Via integration, pay extra|
|Bulk Text||Via integration, pay extra||Via API|
|Workflow Automation||Yes, in all plans||Starting at $1,600/five users/month||Starting at $19.90/U/M|
|Email Sequences||Starting at $24/U/M||Starting at $1,600/five users/month||Starting at $89/U/M||Not as dedicated feature|
|Text Sequences||Starting at $24/U/M||Via integration, pay extra||Not as dedicated feature|
|Live Chat||Via Add-on||Via Add-on|
|Shared Team Inbox||3 Shared Inboxes in Growth Plan||1 Shared Inbox in Starter Plan|
|Pricing||Starter - $12/U/M||Starter - $45/2U/M||Starter - $25/U/M||Essential - $9.90/U/M|
|Growth - $24/U/M||Professional - $1,600/5U/M||Basic - $59/U/M||Advanced - $19.90/U/M|
|Boost - $40/U/M||Enterprise - $5,000/10U/M||Professional - $89/U/M||Professional - $39.90/U/M|
|Enterprise - Custom||Business - $129/U/M||Enterprise - $59.90/U/M|
Disclaimer: All the information, prices, and data are verified as of June 2022. All logos and company names are trademarks™ or registered® trademarks of their
respective holders. Usage is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.
SIMPLE PLANS & TRANSPARENT PRICING
Save massive money with Salesmate!
You don’t have to spend thousands of bucks annually for a solid CRM. Choose from our simple plans.
Build & organize your sales function
$144, billed annuallyOr $15 per user if billed monthly
Automate sales and close more deals
$288, billed annuallyOr $30 per user if billed monthly
Become a revenue machine
$480, billed annuallyOr $50 per user if billed monthly
Perfect fit for enterprise sales teams
Connect with our sales team for enterprise pricing.
Frequently Asked Questions
Got questions? Find answers!
What does a CRM for SaaS companies entail?
In essence, a CRM (Customer Relationship Management) system crafted for SaaS businesses is a software solution hosted in the cloud, specifically tailored to address the distinct requirements of Software as Service organizations.
By utilizing a SaaS CRM, these companies can efficiently handle customer information, streamline their sales processes, and foster stronger collaboration between their sales and marketing teams.
The primary goal of a CRM for SaaS companies is to boost customer retention, minimize the churn rate, and ultimately elevate their overall business success.
It’s achieved by offering tools that help monitor leads, oversee sales pipelines, and scrutinize customer behavior patterns.
Who can benefit from a SaaS CRM?
A SaaS CRM is indispensable for any SaaS organization aiming to simplify its sales operations, nurture customer relationships, and expand its clientele.
This encloses startups, small and medium-sized businesses, and large enterprises that offer software as a service.
Moreover, companies with a recurring revenue structure, like those providing subscription-based services, can greatly benefit from incorporating SaaS CRM solutions into their operations.
This is because it furnishes invaluable insights into aspects like customer lifetime value (CLTV), yearly recurring revenue (ARR), monthly recurring revenue (MRR), and overall customer profitability throughout their relationship with the company (CLTP).
How can you select the perfect CRM for your SaaS enterprise?
Consider these factors when deciding on the most suitable CRM for your SaaS organization.
1. Pinpoint your business requirements: This involves determining the specific CRM features that will support you in achieving your sales and marketing objectives, like sales projections, handling sales cycles, and managing workflows.
2. Assess scalability: Ensure the CRM can grow with your business, accommodating increasing users and customers.
3. Integration: Check if the CRM software integrates seamlessly with your existing tools, such as email, marketing automation, and customer support platforms.
4. Customization: Choose a CRM tailored to your specific sales process and offers customization options to meet your unique business requirements.
5. Cost: Compare CRM SaaS solutions based on their pricing plans and total cost of ownership (TCO), considering factors like subscription fees, setup costs, and potential ROI.
6. GDPR compliance: If your business operates within the European Union or deals with EU customers, your SaaS CRM should be GDPR compliant to ensure data privacy and security.
Should SaaS CRM be GDPR compliant?
Yes, SaaS CRM should be GDPR compliant if your business operates within the European Union or deals with EU customers.
GDPR compliance ensures that your CRM software adheres to the data privacy and security regulations set forth by the European Union, safeguarding your customer’s personal information and protecting your business from potential legal penalties.
Which is the best CRM for SaaS startups and companies?
Some of the best CRM for SaaS companies include:
1. Salesmate: A trustworthy CRM that offers all the features a SaaS company requires to manage and grow its sales, marketing, and CX. It allows you to automate your entire sales and marketing, allowing your reps to focus on what’s important.
2. Salesforce: A leading CRM that offers extensive customization and integration options, catering to various SaaS businesses.
3. HubSpot: A user-friendly CRM that provides a comprehensive suite of sales, marketing, and customer support tools.
4. Pipedrive: A sales-focused CRM designed for managing sales pipelines and improving sales performance.
Various CRM SaaS offerings address distinct business necessities, and it’s essential to compare these solutions by considering the specific demands of your SaaS enterprise.
What are the benefits of using SaaS CRM for your business?
The benefits of using SaaS CRM for your business include:
1. Improved customer data management: A centralized platform for storing and accessing customer information, eliminating manual data entry and reducing errors.
2. Enhanced sales and marketing collaboration: Seamless team communication to share leads, track progress, and optimize sales strategies.
3. Streamlined sales processes: Automation of repetitive tasks, allowing sales reps to focus on closing deals and building relationships with customers.
4. Increased customer retention: CRM for SaaS companies helps identify customer behavior patterns, enabling businesses to provide timely support, address issues, and reduce churn rates.
5. Accurate sales forecasting: SaaS CRM software can analyze historical data and trends, allowing businesses to make informed decisions and set realistic sales targets.
6. Better ROI: SaaS CRM solutions help businesses optimize their sales and marketing strategies, leading to higher conversion rates, improved customer retention, and increased revenue.
What are the key features to look for in a CRM for SaaS companies?
The key features to look for in a CRM for SaaS companies include:
1. Contact and lead management: A robust system for organizing and tracking leads, prospects, and customers, allowing sales reps to manage sales pipelines effectively.
2. Sales automation: Tools for automating repetitive tasks, such as sending follow-up emails, assigning leads to sales reps, and updating deal stages.
3. Customizable reporting and analytics: In-depth reporting capabilities provide insights into sales performance, customer behavior, and marketing effectiveness.
4. Integration capabilities: Seamless integration with existing tools and platforms, such as email, marketing automation, and customer support systems.
5. Task and workflow management: Features that help streamline the sales process, such as customizable workflows, activity assignments, and reminders.
6. Security and compliance: Ensuring data privacy and meeting regulatory requirements like GDPR, especially for businesses dealing with EU customers.
By considering these essential SaaS CRM features, businesses can select the best CRM for their specific needs and maximize the benefits of using a CRM for SaaS companies.