{"id":115839,"date":"2022-12-16T21:29:21","date_gmt":"2022-12-16T21:29:21","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=115839"},"modified":"2025-05-18T12:49:07","modified_gmt":"2025-05-18T12:49:07","slug":"crm-for-saas","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-saas\/","title":{"rendered":"The 12 best CRM for SaaS companies"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":219,"featured_media":115841,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"The 12 best CRM for SaaS companies","_yoast_wpseo_metadesc":"Discover the 12 best CRM for SaaS platforms to manage leads, boost productivity, and drive growth, all in one comprehensive guide.","monday_item_id":10045886568,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13913],"tags":[],"class_list":["post-115839","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"landing_page_layout":false,"cluster":"","display_dates":"updated","featured_image_link":"","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","activate_cta_banner":false,"sidebar_color_banner":"","custom_tags":false,"faqs":false,"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"

Software-as-a-service companies need access to reliable digital tools just as much as any other business. The right customer relationship management platform enables SaaS organizations to attract more leads and nurture their interest before they convert into paying customers.<\/p>\n

While some SaaS organizations will launch their own customer relationship management platform, others rely on a third-party tool to manage all their customer data and interactions. But which is up to standard?<\/p>\n

This guide explores the benefits of using a dedicated CRM for SaaS along with 12 of the best options in the market, including monday CRM.<\/p>\nTry monday CRM<\/a>\n"}]},{"main_heading":"What is a SaaS CRM? ","content_block":[{"acf_fc_layout":"text","content":"

A SaaS CRM is a customer relationship management platform for Software-as-a-Service companies. It enables SaaS businesses of all shapes and sizes to stay on top of their customer communication, lead management, and future growth, all from a central workspace.<\/p>\n

What makes SaaS CRMs particularly unique is that CRMs are<\/em> a SaaS product\u2014they\u2019re a digital tool hooked up to the cloud, enabling businesses in any industry to manage their customer relationships. But when we talk specifically about SaaS CRMs, we\u2019re referring to the way these SaaS-produced tools are used by SaaS companies themselves. It\u2019s a full circle concept.<\/p>\n"}]},{"main_heading":"Best CRM for SaaS at a glance ","content_block":[{"acf_fc_layout":"text","content":"

Before getting into the weeds, here\u2019s a high-level overview of each of the 12 best CRMs for SaaS we explore in this guide:<\/p>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
<\/td>Best for<\/th>Best feature<\/th>Starting price<\/th>\n<\/tr>\n<\/thead>\n
monday CRM <\/td>Versatile, scalable CRM for teams of all sizes.<\/td>monday AI for intelligent email and activity organization. <\/td>From $12 per user\/mo <\/td>\n<\/tr>\n
HubSpot CRM <\/td>Budget-friendly starter CRM with growth options.<\/td>Integrated dashboard with sales funnel visibility.<\/td>Free plan for 5 users <\/td>\n<\/tr>\n
Zoho CRM <\/td>Competitive, gamified CRM for productivity.<\/td>Sales insights with anomaly detection and gamification.<\/td>Free plan for 3 users<\/td>\n<\/tr>\n
Pipedrive <\/td>Simple, visual CRM for startups.<\/td>Visual, drag-and-drop sales pipeline.<\/td>From $14 per user\/mo <\/td>\n<\/tr>\n
SugarCRM <\/td>Scalable CRM for customer retention and growth.<\/td>Advanced reporting and sales forecasting.<\/td>From $19 per user\/mo <\/td>\n<\/tr>\n
Less Annoying CRM <\/td>Simple, no-frills CRM for ease of use.
\n<\/td>		Simplified setup with custom fields and reminders.<\/td>From $15 per user\/mo <\/td>\n<\/tr>\n
Insightly CRM <\/td>CRM with project management for end-to-end visibility.<\/td>Combined pipeline and project management.<\/td>From $29 per user\/mo <\/td>\n<\/tr>\n
Zendesk Sell<\/td>Customizable, sales-focused CRM for SaaS.<\/td>Customizable task player and sales engagement tools.<\/td>From $19 per user\/mo <\/td>\n<\/tr>\n
Salesforce Sales Cloud<\/td>Comprehensive CRM with extensive integrations.<\/td>AI assistant with quoting and contract approvals.<\/td>From $25 per user\/mo <\/td>\n<\/tr>\n
Freshsales <\/td>AI-powered CRM for seamless Freshworks integration.<\/td>Contact lifecycle and territory management.<\/td>Free plan for 3 users<\/td>\n<\/tr>\n
Microsoft Dynamic 365<\/td>Enterprise CRM with specialized service options.<\/td>Deep integrations with Microsoft Office.<\/td>From $65 per user\/mo <\/td>\n<\/tr>\n
EspoCRM <\/td>Open-source CRM for teams with in-house tech skills.<\/td>Highly customizable open-source architecture.<\/td>Free. Cloud hosting from $15 per user\/mo<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n"}]},{"main_heading":"Benefits of using a CRM for SaaS ","content_block":[{"acf_fc_layout":"text","content":"

It\u2019s no surprise that SaaS companies are already sold on the benefits of using software to manage every aspect of their operations. Here are the specific wins they can expect:<\/p>\n

Single source of truth<\/h3>\n

SaaS pros (hopefully) can\u2019t dive into their colleague\u2019s email messages or tap their voice notes to gain the information they need about a specific customer journey or upcoming project. But companies that keep their information siloed across teams or different tools struggle to stay aligned. That\u2019s where a CRM for SaaS allows each person to log in and gain the visibility they need at a glance. It\u2019s current, transparent, and allows each SaaS team member to be proactive in winning business and achieving results.<\/p>\n

Fantastic team collaboration<\/h3>\n

The right CRM software<\/a> doesn\u2019t just spit out data for team members, it also enables them to interact with the information in real time. For example, your marketing teams might leave comments attached to essential tasks that require sales team scrutiny. Or they could sync the platform with communication tools like email or direct messaging software to pull crucial conversations in from elsewhere to aid sales processes.<\/p>\n

Easy data analysis<\/h3>\n

SaaS CRMs are excellent at storing data. But an advanced model will do so much more than babysit the information. Those built with reports and analytics capabilities use your historic data to make accurate predictions about future opportunities and revenue. This will help you identify any gaps in the customer experience, so you can quickly adjust your focus or introduce new features.<\/p>\n

Better productivity<\/h3>\n

Without a CRM for SaaS, your team will likely be bogged down in a heap of repetitive, manual workflows. These can slow down growth by crowding out time and resources from more important activities. With a CRM, you can automate repetitive tasks like data entry or lead distribution. This slick task management will free up your team to focus on high-impact work.<\/p>\n"}]},{"main_heading":"The 12 best CRM for SaaS ","content_block":[{"acf_fc_layout":"text","content":"

So, which are the best SaaS CRMs in the market? Of course, it depends. Your budget, existing tech stack, software company growth stage, and team size will all influence your decision into this investment. To narrow down the sea of options, here’s a closer look at some of the top 12 SaaS CRMs available, including what sets them apart from the rest.<\/p>\n"}]},{"main_heading":"1. monday CRM ","content_block":[{"acf_fc_layout":"text","content":"

Best for<\/strong>: SaaS teams of all sizes requiring flexible, scalable CRM solutions<\/p>\n

monday CRM is a comprehensive platform that provides SaaS teams with everything they need to handle lead, deal, and account management. By centralizing data and automating workflows, monday CRM streamlines every aspect of the sales cycle, from lead generation to sales forecasting and post-sales account management. With customizable dashboards and integrated AI, monday CRM equips SaaS companies with real-time insights and flexible workflow automation, allowing for efficient collaboration across departments and more informed decision-making.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":162995,"image_link":null},{"acf_fc_layout":"text","content":"

monday CRM features<\/h3>\n