A simple & customizable CRM that enables SaaS companies to boost lead volumes, automate tasks, and hit growing sales targets.
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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.
Capture leads and enquiries from website, social media, emails, phone calls, and events.
Spot channels and marketing campaigns that generate the highest number of leads & conversions. Refine your strategy and tweak marketing spend for the best results.
Use lead scoring to spot the highest quality leads to follow up with.
Auto-assign leads to sales reps based on territory, deal size, language, location and other parameters.
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 from your online meeting link, and skip the back-and-forth emails. Automatic appointment reminders reduce chances of a no-show.
Use the mobile app to plan & manage in-person meetings with navigation, check-in, and time tracking.
All sales decks, pitches, pricing and deal related documents are organized for easy access. Engagement tracking lets you see how people you send documents to engage in real time, down to the time spent on each page.
Gain deeper insights into your pipeline. See open deals, territory performance and more with sales insights and custom reports. Schedule reports that get delivered right into your email inbox.
Collaborate and work together with other users on deals, using on-deal @mentions, and built-in chat.
Alerts notify you about everything. Customer activity, upcoming tasks, mentions and more, so you always see what needs attention now.
