Top 10 CRM Software For SaaS Companies

SaaS companies have their own set of requirements for CRM software.

The most critical thing for them is managing their data so they can make informed decisions. That\’s why they need CRM tools that cover everything – from sales and marketing to customer experience.

They want all the data, right from capturing leads to nurturing them, to be available in the CRM system. It\’s like an all-in-one solution for their teams to use and get things done smoothly.

You know, there\’s a shift happening that only a handful of people have noticed. You see, lots of different tools are being added to the tech setups for SaaS professionals, but those all-in-one solutions give an advantage that specialized platforms can\’t match.

But which CRM software to use is a subjective decision, which can only be made when we compare all significant tools in this space. So without further ado, let\’s dive into it!

 

Top 10 CRM Software For SaaS Companies

In the following list, we have listed down the best software in the customer relationship management space, that we believe is the most versatile. We have also listed down, not only the advantages but also the disadvantages of each software to balance the scales.

This list will provide you with all the necessary information to aid you in deciding on getting the right CRM software for your business. So, dive right into it!

1. Salesforce

 

Salesforce is the number one CRM in the world, and it’s one of the best solutions for any business, especially SaaS. If not number one, they\’re the most popular on the internet.

If you\’re a software or SaaS company, you\’re gonna love Salesforce. It\’s packed with all kinds of useful features. You\’ve got opportunity management, partner management, sales forecasting, and a bunch of other goodies.

And oh boy, the contact manager in Salesforce is on point! It streamlines all your customer information, making sure you\’ve got everything in order. Plus, it helps you assess leads and increase your chances of success.

And guess what?

There\’s also a reporting tool and dashboard that lets you keep a real-time eye on how things are going.

Pros:

• Extensive Features: Salesforce offers a wide range of features like opportunity management, partner management, and sales forecasting, making it versatile and suitable for various business needs.
• Real-time Reporting: The platform provides a robust reporting tool and dashboard, allowing users to get a real-time view of their business performance and make informed decisions.
• Customization: Salesforce allows for high levels of customization, enabling businesses to tailor the CRM to their specific workflows and requirements.
• Marketing and Sales Automation: The CRM offers powerful automation solutions, streamlining marketing and sales processes, saving time, and improving efficiency.

Cons:

• Costly: Salesforce can be expensive, especially for smaller businesses, as it requires ongoing subscriptions and additional fees for certain advanced features.
• Steep Learning Curve: The platform\’s robustness can result in a complex user interface, leading to a longer learning curve for new users.
• Limited Offline Access: Salesforce\’s offline capabilities are somewhat limited compared to other CRMs, making it less convenient for users who frequently work offline.
• Storage Limitations: The storage capacity for data can be limited based on the subscription plan, potentially requiring additional costs for expanding storage.

Pricing & Features:

 

The pricing for Salesforce CRM is very diverse. They have a unique plan for every feature, so we have mentioned the one for small businesses above. Starting from $25 per user per month, this is pricey software. But you can see whether it\’s worth it, by using their free trial.

 

2. HubSpot CRM

 

If you haven\’t our HubSpot CRM review yet, you should check it out!

HubSpot is more popular than Salesforce, but CRM is not the only thing it does. HubSpot is an end-to-end business development software, and it is the go-to software for thousands of serious businesses. It is one of the most trusted tools in the world.

Pros:

• Free version with useful functionality
• Exceptional onboarding process
• User-friendly, suitable for all, even grandparents
• Seamless integration with other HubSpot solutions
• The best part: a lot of integrations!

  

Cons:
– Automation capabilities not as robust as some competitors, notably Salesforce
– Paid plans can be expensive, starting at $45 per month.

Pricing & Features:

• Free CRM: HubSpot offers a basic CRM version for free with essential features to manage contacts, deals, and tasks.
• Starter: The Starter plan starts at $45 per month and includes additional features like email tracking, email sequences, and custom sales pipelines.
• Professional: The Professional plan starts at $450 per month and offers advanced automation, reporting, and customization options for growing teams.
• Enterprise: The Enterprise plan starts at $1,200 per month and provides advanced features, including advanced reporting, predictive lead scoring, and custom event automation.

 

3. Microsoft Dynamics 365

 

With Microsoft Dynamics 365, you can have more meaningful conversations with your clients by understanding what\’s going on in the market and how your customers feel. It\’s like having insider knowledge that helps you connect with your clients on a whole new level.

And the best part?

You can do all this on the go!

The tool comes with a handy mobile app, so you can access important business info from anywhere. It\’s like having your office in your pocket!

Pros:

• Seamlessly integrates with other Microsoft products, making it a breeze to work with.
• Provides support for mobile access, allowing you to stay connected on the go.
• Handles complex enterprise needs efficiently, making it suitable for large-scale operations.
• Employs robust AI-based capabilities, enhancing its performance and insights.

Cons:

• Requires thorough training to use effectively, as it may not be the most intuitive CRM.
• More suited for enterprise users rather than small and medium-sized businesses.
• Pricing can be complicated, which might make it challenging to understand the exact costs involved.

You can view their entire CRM software pricing model here. It\’s a bit complicated and highly diverse. However, once you identify your requirements, you will get a pricing model and features that specifically cater to your needs.

 

4. Zoho CRM

 

If you\’re looking for a CRM that won\’t break the bank, Zoho CRM is probably the way to go.

It\’s a flexible option that comes with a good mix of useful features like keeping track of opportunities, managing workflows, handling your sales pipeline, and even automation.

Plus, if you use other Zoho products alongside the CRM, you can turn it into an all-around business management system, similar to SmartTask, HubSpot, and Monday. So, it\’s a win-win for budget-conscious buyers!

Pros:

• Affordable choice with pricing beginning at just $12/month, giving you great value for your money.
• Highly accessible and available in 28 different languages, making it convenient for a diverse user base.
• Excellent mobile app for on-the-go access and management.

Cons:

• The user interface lacks the same level of intuitiveness found in other CRM tools mentioned.
• Automation could be more robust and comprehensive.
• Known to have occasional bugs, which might affect the overall user experience.

Pricing & Features:

They have a very simplified pricing structure in India. Either you can get a free trial to assess the software and use it for a limited time. Or, if you\’re looking for all CRM software capabilities for your business, you can opt for the paid version.

Yes, I said version…singular. They have only one plan, making things even simpler. ₹2,900 per user per year. In this, you get:

• 10 GB data storage for up to 200 users / 30 GB data storage for 200 users or more
• 5 GB (plus 1 GB/user) of license file storage per org
• 100 Blueprints per org
• 200k website visitors tracked per month
• 1 Brand (10 social channels)
• 10 customer service channels
• Unlimited projects
• Unlimited emails for up to 100,000 contacts For over 100,000 contacts – 10 * number of contacts
• 250+ survey templates
• Unlimited reports and dashboards
• 75+ built-in visualizations

View the Zoho CRM Software pricing model here.

 

5. Pipedrive

 

So, here\’s the deal: Pipedrive might not have all the fancy features like some of the other guys here. But what it lacks in extras, it more than makes up for with its super easy-to-use interface and budget-friendly prices. The only catch is that it\’s specifically designed for handling sales pipelines, so if you need a platform that can handle all your work management needs, it might not be the best fit.

That\’s where the big players like SmartTask, Monday, HubSpot, and Zoho come in, offering more scalability for your overall business needs.

The pros and cons are so similar to the previous CRMs that it would be wiser to skip ahead to the pricing…which happens to be their best part!

Pricing & Features:

 

As the pricing starts from $9.90, this makes Pipedrive the most affordable CRM software on the list. Even for enterprises, $59.90 per month is very cheap. Looking at the varied features you get from this CRM software, it is worth it.

In fact, I would even go as far as to say, you can buy this software blindly! Just compare it with any other software and you\’ll see why this is worth it.

 

6. Monday Sales CRM Software

 

Sure, Monday isn\’t as popular as HubSpot, Zoho, or Salesforce, but it is feature rich!

It\’s like an all-in-one CRM software solution to help you run your business smoothly. It helps you keep track of your leads, communicate with your team all in one place, and even take care of those boring repetitive tasks.

Oh, and the best part is that it makes staying on top of things a breeze!

You don\’t have to worry about logging communication because it does it automatically for you. Plus, it\’s got this nifty feature where you get notified whenever customers engage with your emails. How cool is that?

And guess what?

You can also send out personalized email templates to make your interactions with customers even better. It\’s all about making your life easier and your business more efficient with monday.com!

 

Pros:

• Strong project management features: The tool offers powerful capabilities for managing your projects effectively.
• Reasonable pricing: The tool provides fair pricing options for its features and functionalities.
• Modern and vibrant user interface: The UI is designed to be contemporary and visually appealing.
• Highly customizable: You have numerous customization options to tailor the tool according to your specific needs.

Cons:

• Not as specialized as some other tools on the list: While it\’s a strong all-around tool, it may lack some niche features found in more specialized alternatives.
• Minimum pricing requirement: The starting plan requires a minimum purchase of 3 seats per month at $10/user, meaning the minimum cost effectively amounts to $30/month.

Pricing & Features:

 

As we\’ve mentioned above in the \’cons\’ of Monday CRM Software, the software forces you to pay for at least 3 users. This is an issue that you just cannot get around. However, overall the pricing model for Monday Sales CRM software is very reasonable.

 

7. Sugar CRM software

 

Sugar CRM is like this special thing made just for salespeople, and it\’s not trying to be some all-in-one work management system. It\’s proud of being specialized! The catch is, it can be a bit pricey, but it makes up for it with a wide range of features that\’ll tempt those professionals who need a solid CRM solution for the long run.

Pros:

• Impressive reporting capabilities
• Good support with abundant training resources available through Sugar University
• Ability to customize the screen layout according to your preferences

Cons:

• A steep learning curve, especially for users familiar with CRM tools
• The user interface may feel uninspired to those looking for a modern and intuitive experience.

 

Pricing & Features:

 

8. Freshworks

 

Freshworks has this cool thing called Freshsales, which is a sales CRM software solution that you can customize to fit your company\’s specific requirements. It comes with a bunch of handy features like sales automation, contact management, reports, analytics, lead scoring, and more.

Plus, it even helps you save time by automating stuff like data logging and makes it easy to send out bulk email campaigns to reach more people.

Key features that set Freshworks apart:

Here are the key features of the tool:

• Create and customize multiple sales pipelines with unique stages to efficiently handle sales opportunities.
• Easily assign access levels and permissions according to different user roles, giving you control over who can access what.
• Harness the power of AI to predict deal outcomes, helping you focus on the most promising accounts.
• Stay updated with real-time notifications about customer activities, so you never miss important interactions.
• Seamlessly integrate the tool with various applications like Xero, Outlook, PandaDoc, QuickBooks, and more, streamlining your workflow and making data transfer a breeze.

 

9. ClickUp

 

Out of all the tools mentioned in the list, ClickUp stands out because it\’s primarily a project management tool and secondarily a CRM. Monday shares a similar characteristic. However, the thing that sets ClickUp apart is that its CRM features aren\’t automatically available. You have to set them up yourself using a template.

So, with ClickUp, you get a powerful project management tool, and if you want to use it as a CRM too, you\’ll need to do a little setup to get it working the way you want. But that extra effort can be worth it, depending on your needs!

Pricing & Features:

 

ClickUp offers flexible pricing plans for their CRM, ensuring you find the perfect fit for your needs. The \”Unlimited\” plan is $99 per user per month, while the \”Business\” plan costs $149 per user per month. They also have an \”Enterprise\” plan for large teams, with custom pricing. So, you can choose what suits your budget and requirements!

 

10. Zendesk Sell – CRM Software

 

Zendesk Sell is a super handy tool for managing your sales pipeline. It works seamlessly with different CRM platforms like Base CRM, giving you a complete view of your SaaS business from the top to the bottom. So, you can concentrate on the most promising leads and build a strong pipeline that lets you prioritize both customers and prospects. It\’s all about keeping your sales game on point!

 

If you run a SaaS company, staying on top of your sales process and keeping track of deals is a big deal for your success. Lucky for you, there\’s an affordable platform that can help, and the best part is you can upgrade it as your business grows. And hey, they even offer a free trial so you can test it out!

Here are the perks of integrating these solutions:

• You get to try it out with a free trial before committing to anything.
• The price starts at just $19 per month, making it budget-friendly.
• It\’s packed with dedicated automation and tools to manage your sales pipeline efficiently.
• The user interface is super easy to navigate, so you won\’t get lost in a sea of buttons and menus.
• You\’ll have built-in mobile CRM access, allowing you to stay connected and productive on the go.
• It also comes with prebuilt apps and integrations, saving you time and effort when setting things up.

With this platform, you can get your sales process in order, track your deals, and take your SaaS business to the next level without breaking the bank.

Pricing & Features:

 

So, which CRM software solution is the best for you?

As a SaaS business owner, selecting the right CRM software can significantly impact your success. To make the best choice, consider your specific needs and objectives.

First, identify the key features crucial for streamlining your sales and customer management processes. Next, evaluate the scalability and flexibility of the CRM to ensure it grows with your business. Take advantage of free trials or demos to test the software\’s usability and compatibility with your team.

Remember, the ideal CRM software is the one that aligns perfectly with your unique business requirements and helps you build stronger customer relationships for long-term growth. This list will help you in making your decision, but at the end of the day, the decision is yours!