CRM for SaaS

Easy to use, customizable, and featured rich SaaS CRM for unstoppable sales growth.

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Automate onboarding, manage sign-ups, and get real-time SaaS metrics

Growing SaaS business needs a CRM software at some point for their business. If you are a SaaS startup , you will have to manage a high number of signups each day. Even if you are using a CRM system, you might be juggling between various sales tools, email clients, and other apps to get your sales process managed efficiently.

Salesmate is a SaaS CRM designed to help sales reps simplify the complex sales process, automate workflows, and close more business by providing a 360-degree view of your prospects.

With Salesmate, you can drive and automate the sales of your SaaS products, get all sign-ups, and leads organized in a fully customizable sales pipeline with onboarding activities. Ease your sales process with Salesmate CRM. Our system enables your sales team to cultivate a relationship with potential customers and get more customers on-board.

Optimize SaaS onboarding process

Utilize sales automation from Salesmate to trigger onboarding processes when a potential customer signs up for your service. Create a solid customer on-boarding flow, connect with them timely, and increase overall conversion.

Manage entire customer lifecycle and reduce churn rate with Salesmate CRM – A perfect CRM for your SaaS business.

Optimize new signups

  • Never forget to follow-up on time
  • Get 360-degree view of your customer
  • Reduce churn rate
  • Reach out to the highest value sign-ups
  • Increase recurring revenue for your SaaS business

Learn more about sales automation

Plan, track, and organize sales activities

Seamlessly manage and track sales activities with Salesmate CRM and make your sales process faster. Schedule meetings, calls, demos, and emails for your customers and keep yourself updated with every activity that you and your sales team perform. Get a personalized sales to-do list that conveniently syncs with your calendar and mobile devices. Sales activity tracker from Salesmate keeps you up-to-date about past and future action plans. Take the right decision at the right time to close more of your new trials.

Keep track of each activity and check if there is any overdue activity associated with any deal. Get important insights to plan your next big actions for reducing churn rate and move your prospects forward.

Learn more about activity tracking

Schedule, send, and track targeted sales emails

Easily schedule and manage your sales emails right inside the Salesmate. Email is always the best way to communicate your messages. For sales, it has its importance which cannot be neglected. To get more clients on board, getting good closure ratio for your SaaS product, you are required to send emails exactly on the time your prospects require.

Trying different ways of emails, A/B testing and finding the appropriate timing is one of the important factors that your sales reps need to consider.

Drop the guesswork and send the perfect follow up email with email tracking. Email tracking from Salesmate will inform you when you have prospect’s attention on your email. Get notified each time when the email is read or click and make smart decisions.

With Salesmate email tracking, you can get:

  • Instant notifications when the email is opened/ clicked
  • Actionable insights to measure and improve performance
  • The most out of your best-performing emails

Learn more about email tracking

CRM for SaaS targeted sales

Looking to grow your SaaS startup?

Explore how Salesmate will help you in getting recurring revenue.

Avoid repetition with email templates

Create ‘Templates’ from your best-performing emails to get the more open rate. Automate your sales playbook and save hours drafting engaging emails using well-crafted email template libraries.

Use email templates when you need to send the same email repeatedly. Whether an onboarding email or invitation, feature upgrades or seasonal greetings, you can create multiple templates and save your precious hours of typing the same email over and over again. You can also share the templates you create with your team members and seamlessly track the performance of each template with tracking reports.

Manage your sales pipeline to close deals faster

Get complete visibility on your sales cycle with Salesmate CRM. Manager, sort and filter deals and make smart decisions. It is necessary to focus on the right deals at the right time for better conversion. Let your CRM handle the deal management, while you focus on selling.

Customize your sales pipeline stages according to your SaaS product requirements and keep track on won and rotten deals.

Here’s how Salesmate sales pipeline helps SaaS businesses:

  • Get actionable SaaS metrics needed to win more business
  • Simple drag and drop navigation for quick action
  • Take right decision at the right time
  • Quickly spot overdue activities and take quick actions
  • Create multiple pipelines for different product lines

Learn more about sales pipeline management

Data-driven insights with real-time sales reports

Get important numbers that matter in seconds and visualize the progress of your small business with insightful daily, weekly, and monthly reports. Reach out to your prospects in real-time and increase the chances of turning them into customers.

Get notified instantly when your new customers sign up or it is time to follow-up. Connect and nurture relationships. There is heavy competition, and if you can create an emotional connection and build trust, they will choose your platform over the competitor.

saas crm for sales reports
  • Track your signup and trial processes
  • Measure various metrics like revenue, conversion ratio, and email clicks
  • Monitor your sales goals progress
  • Know your sales team performance
  • Understand why you are missing out on opportunities
  • Find out the reasons for high cancellation rate by storing notes in your CRM
  • Spot opportunity areas and strengthen it
  • Check the outcome and metrics of your outbound activities

Learn more about sales reports

Feature rich CRM for SaaS businesses

Looking for a SaaS CRM?

Try Salesmate, close more businesses and realize greater ROI

Happy & Growing Customers

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

CEO - Alanic International

Very convenient and easy CRM with all the necessary features, quick and professional support

Zora Zamecnikova

Brand Ambassador

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

VP, Business Development – HoldMyTicket

It integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.

Alan Peterson

President - Skytop Business Loans LLC

Jacqui Sabo

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Vice President - Faciliteq

Join our 4000+ happy customers


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