CRM for SaaS Companies

A simple & customizable CRM that enables SaaS companies to boost lead volumes, automate tasks, and hit growing sales targets.

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Powering 300,000+ Businesses globally

Vtiger’s guide to CRM for SaaS companies

What components make up a successful CRM strategy for SaaS? How do you even decide which CRM you should choose? Join us as we do a deep dive into all these and more. You’ll come away from this guide with insights, actionable takeaways, and a comprehensive overview of how to go about choosing the right CRM for your SaaS business.

Generate leads effortlessly

Capture leads and enquiries from website, social media, emails, phone calls, and events.

lead management

Assign leads in an instant

Auto-assign leads to sales reps based on territory, deal size, language, location and other parameters.

assign leads to teams

Nurture leads with email and text messages

Boost your lead engagement with email and SMS campaigns. Get notified if a lead opens an email campaign. Later, analyze open rates, clicks, bounces and unsubscribes to improve your messaging and targeting.

Schedule meetings in a few clicks

Schedule meetings from your online meeting link, and skip the back-and-forth emails. Automatica appointment reminders reduce chances of a no-show.

Have better customer site visits

Use the mobile app to plan & manage in-person meetings with navigation, check-in, and time tracking.

mobile app

Collaborate and win more deals

Collaborate and work together with other users on deals, using on-deal @mentions, and built-in chat.

collaboration

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