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The Customer Relationship Management (CRM) system is an essential platform for enterprises that want to manage customer interactions and relationships. It’s the ultimate solution that helps businesses improve profitability, streamline work processes, and stay connected with the customers.

The goal of the customer relationship management system is to build positive business connections by ensuring effective sales and contact management. SaaS (Software-as-a-Service) companies need to deliver excellent customer experiences in the current world of unprecedented technological changes.

Therefore, it’s crucial to have the best CRM system. CRM for SaaS offers integrated analytics, extensive customer databases, detailed insights, and productivity tools that add value to the customer experience.

How do you choose the best CRM for SaaS? If you’re looking for the best CRMs for your SaaS, this article is meant for you.

Upfront Conclusion

The best saas crm right now is Apptivo CRM and Base CRM/ZenDesk

7 Best CRMs for SaaS

  1. Apptivo CRM – Best all-in-one CRM for SaaS
  2. Base CRM/ZenDesk Sell– Best CRM for phone communication, sales forecasting, and lead management
  3. Pipedrive: Best CRM for international business
  4. SugarCRM: Best CRM for mobile computing solutions
  5. Insightly –Best CRM for SaaS with easy to use menus
  6. Salesforce – The most famous CRM ideal for any digital organization
  7. Zoho CRM – Economical and scalable CRM for SaaS

1. Apptivo CRM

PRICING: The starter plan is $8 per user per month, billed yearly. However, there is an ultimate plan for $20 per user per year.

Apptivo is the most excellent CRM for enterprises. The customizable solution combines everything under one roof, including procurement, field service, email campaigns, and project management.

KEY FEATURES:

  • Lead capturing
  • Contact management
  • Sales tracking
  • Billing
  • Project management
  • Tsk management
  • Online involving
  • Leads management and opportunity
  • Worker orders
  • Field service
  • Email campaigns
  • Procurement

REASONS TO CHOOSE APPTIVO CRM

  • Apptivo supports integration with other systems like Xero, QuickBooks, Stripe, Paypal, Dropbox, and slack.
  • Offer basic functionality like reports and contact sharing.
  • You can track phone calls.
  • It is an online program; therefore, it does not occupy computer space.
  • To each contact, you can add personal information and notes
  • Apptivo is easy to use.

REASONS NOT TO BUY APPTIVO CRM

  • Customer support is insufficient.
  • It’s hard to import new addresses.
  • Their mobile app is limited.

2. Base CRM/ZenDesk Sell

PRICING:

  • Team: $19 per seat per month
  • Professional: $49 per seat per month
  • Enterprise: $99 per seat per month
  • Elite: $199 per seat per month

Base CRM/ZenDesk is a comprehensive CRM covering pipeline and lead management, automated scoring rules, sales forecasting, reporting, and email and phone communication.

REASONS TO BUY:

  • It supports integration with multiple systems
  • There is real-time visual reporting.
  • Presents comprehensive information.
  • It allows users to customize sale stages.
  • It keeps updating itself with up to date relevant information

REASONS NOT TO BUY

  • It may lag at times
  • During initial installation, it may be challenging to set up.

3. Pipedrive

PRICING: $9 exclusive of the set-up fee.

In conjunction with supporting multiple currencies, Pipedrive is available in 13 languages. It has one of the most incredible resources for international business with easy-to-implement tools.

KEY FEATURES:

  • Leads generation
  • Opportunity management
  • Pipeline visualization
  • Custom fields
  • Task management
  • CRM reporting and analytics
  • Salesforce automation
  • CRM project management

REASONS TO BUY:

  • It has scalable features
  • Pipedrive is cheap and customizable
  • It has an easy-to-use interface
  • Pipedrive is easy to integrate with other Microsoft programs
  • You can monitor the progress of the wholesale team from a single place

REASONS NOT TO BUY

  • It’s a little bit complex for new users.
  • It’s hard to communicate with one another.
  • Downloading leads is cumbersome.
  • Customer support is limited to bigger businesses.

4. SugarCRM

PRICING:

  • Sugar professional plan: $52 monthly per user.
  • Sugar enterprise plan: $85 monthly per user.
  • Sugar serves plan: $80 monthly per user.
  • Sugar sell plan: $80 monthly per user.
  • Sugar market: $1000 monthly for unlimited users.

It’s a client-friendly platform on open-source technologies, PHP and JavaScript. It aims to enhance professional relationships and improve efficiency. With SugarCRM’s cloud portability, one can seamlessly switch between the private and public cloud.

KEY FEATURES:

  • A customer service platform.
  • Sales automation
  • Google ads integration
  • Custom fields
  • Interaction tracking
  • Customer data management
  • CRM reporting and analytics
  • CRM project management
  • Sale force automation
  • Customer service

REASONS TO BUY:

  • Sugar CRM is easy to use.
  • It can recognize and avoid repetitive leads to ensure optimal work is done with minimal time.
  • Each marketing campaign generates revenue and lets you know where the fund is used and whether there are results.
  • Its Google ads tool creates shrewd campaigns for new bases while keeping hold of existing clients.

REASON NOT TO BUY

  • Their email campaign is complex to use.
  • Its UI is clumsy.
  • At times, the system load is slow.
  • Its initial configuration is time-consuming.

5. Insightly

PRICING: From $29 per month, the free option is available

Insightly CRM is a user-friendly platform that is far from basic. It’s ideal for SaaS businesses looking for a hassle-free platform with easy-to-use menus and unlimited productivity features. Some of the key features you’ll likely enjoy with Insightly CRM are reporting forms, lead collection, and email marketing.

There are three versions of Insightly CRM: an enterprise edition, a professional edition, and a free edition. The clients who pay for the CRM service have access to email assistance and other additional features, while free users may join up for the platform with limited features and upgrade at any moment if they need more.

KEY FEATURES:

  • Automation
  • Native iOS and Android applications
  • Easy app integration
  • Contact management
  • Organization management

REASONS TO BUY:

  • It offers all the features that you need, for example, lead management, dashboard, opportunities management, process workflow, and conversion of opportunities to projects
  • It keeps everyone in the business on the same page
  • Features and prices vary, making it fair and flexible to all business sizes

REASONS TO AVOID:

  • Complex User Interface

6. Salesforce

PRICING: From $25.0 per month

Salesforce is the most famous CRM with the greatest options for any digital organization. Software and SaaS organizations, in particular, will find the Salesforce CRM platform jam-packed with the right functionalities. Sales, forecasting, opportunity management, and partner management are among the features included in Salesforce.

The Salesforce platform has a thorough contact manager that guarantees that client information is simplified and leads are evaluated for the best possibilities of success. A reporting program also allows you to see how operations are done. In addition to working as a CRM tool for your SaaS team, Salesforce may also help with marketing and sales automation.

KEY FEATURES:

  • Competitor analysis
  • Deal tracking module
  • Lead management
  • Sales data management
  • Social media details

REASONS TO BUY:

  • The interface customizable
  • Pay close attention to logical and strategic details

REASONS TO AVOID:

  • Customer support needs improvement

7. Zoho CRM

PRICING: From $12.0 per month

Zoho CRM is another popular digital CRM platform that is economical and scalable, making it excellent for small SaaS businesses. Zoho offers a comprehensive set of reporting and analytical solutions to help you enhance the entire customer experience. Sales management, workflow management, and purchase control strategies are also included.

With the Opportunity Tracking module, you can monitor client leads and contacts and even follow them throughout the buying cycle. Emails, seminars, trade shows, and other sources of information may all help you learn more about your customers.

A module for social media branding and routine work automation is also included. Zoho is one of the most cost-effective solutions today, and the features are suitable for SaaS businesses.

KEY FEATURES:

  • Omnichannel reporting and analytics
  • Opportunity tracking
  • Salesforce automation
  • Social media lead generation

REASONS TO BUY:

  • Better customer management
  • Track customer interaction
  • Self-service portal improves CRM feature
  • Zoho Company is always improving its products
  • Easy to use

REASONS TO AVOID:

  • You need an internet connection to use Zoho CRM

Frequently Asked Questions

Q: What Is SaaS CRM, And How Does It Work?

A: SaaS CRM is a cloud-based platform that gives continuous access to CRM features and support without installing or maintaining it. SaaS-based CRM delivers transparency in connections with customers and helps firms automate and customize customer support, marketing, and sales.

Q: Why Is CRM Important For SaaS Businesses?

A: Customer relationship management software helps convert leads into customers by giving a piece of supportive information that businesses need to convince prospective and existing customers. As a result, the CRM for SaaS businesses simplifies the lead-to-customer ratio and boosts profitability.

Q: Is Gmail a Software as a Service (SaaS)?

A: Gmail is a simple example of SaaS. You aren’t hosting an email server if you’re using Gmail. Google hosts it, and you’re just using your browser as a client to access Gmail.

Q: Is Facebook a Software as a Service (SaaS)?

A: Facebook is a networking platform and not a SaaS

Q: What Are SaaS Products?

A: Software hosted by a central supplier and made available to clients through the internet is known as SaaS. Users can access the SaaS product using a web or mobile browser instead of downloading and installing a copy.

Q: Why Is Salesforce CRM Considered The Best?

A: Salesforce’s popularity stems from the fact that it has an extensive feature set, unlike any other CRM software. For example, Salesforce CRM offers top-notch features like task management, contact management, collaboration capabilities, workflow creation, opportunity tracking, customer engagements analytics, and a mobile-ready interface.