Pipedrive’s CRM for SaaS companies helps teams attract leads and improve the customer experience while streamlining productivity with simplified pipelines.
No matter your SaaS business's shape, size, or ambition, you need consistent sales to keep it running. A SaaS CRM (customer relationship management) tool helps you build and nurture a healthy pipeline of leads, keep your team on the same page and simplify processes.
See where each deal stands with a visual representation of your sales pipeline. Foster collaboration with integrations that notify teams when deal stages are updated.
Turn your sales process into a well-oiled machine. Save time and reduce admin with task automation and powerful integrations.
Add personalization to your email marketing campaigns and outreach efforts. Ensure you always align with each segment’s needs.
Adapt and improve your strategy as you go. Pipedrive’s advanced, real-time insights show you what’s working and what’s not.
Never miss an opportunity. Access your SaaS CRM on any device to check in and make sales whether you’re in the office, working from the living room or on the go.
Pipedrive’s SaaS CRM gives you unlimited contact management. Build relationships and grow with a simple to scale, feature-packed CRM.
The best CRM for SaaS companies gives businesses full visibility over their pipeline, allowing sales and marketing teams to work together instead of operating in silos.
Simplify processes, improve your productivity and help your sales teams become unstoppable with Pipedrive’s SaaS CRM system.
With so many ways of communicating with leads, tracking contact history can be a struggle.
Pipedrive organizes your calls, emails, form completions and more, all in one place.
Learn how to track communications with Pipedrive
If you’re using multiple tools to manage lots of contacts or a long lead life cycle, you might be letting your hottest opportunities slip through the cracks.
Pipedrive’s CRM for SaaS companies visualizes your pipelines, offering an intuitive way to track deals by value, win probability and close dates, using Pipedrive’s unique customization options.
Manage leads and deals with Pipedrive
Digging useful insights out of raw data stored in busy spreadsheets takes up a lot of time that could be spent on high-value tasks.
With Pipedrive, you can quickly and easily create customizable reports and interactive dashboards with insights that can transform your customer relationships and improve forecasting.
Discover insights and reports with Pipedrive
Organize your visual pipeline to suit the unique stages of your sales cycle. Filter views by sales rep or deal stage to narrow your focus.
Set notifications when it’s time to follow up, automatically assign tasks as deal stages progress and build the CRM tool that fits your business best.
Modify your pipeline with Pipedrive
Access data in your CRM from anywhere with Pipedrive’s Android and iOS mobile apps.
See a summary of your daily tasks, update deals and receive high-priority notifications on any device. Send calls from your CRM to your mobile and sync with your favorite tools, like Microsoft Office and Gmail.
Stay connected with Pipedrive
Manage contacts, customer journeys and other admin tasks while tapping into customer insights that will grow your business.
With a good SaaS CRM, your team can:
To reach your contact groups quickly and effectively, you need a system that segments them according to your business strategy. Get an aerial overview of each group to see how they interact with your business.
Pipedrive lets you create custom fields and pipeline stages. Set up automations to segment and nurture your leads based on key differentiators, then turn features on or off to keep your teams focused on what they need to see.
Your teams lose valuable time when manually updating records. Delegate manual data entry to artificial intelligence and spend more time converting leads into customers.
Use your CRM for SaaS companies to record and integrate touchpoint and contact Web Forms data across all channels. Store all lead and deal information in one place and create workflows based on that data.
Create customized reports that dive into the metrics that matter to your SaaS business. Drag and drop your customer data into interactive charts that stakeholders can use to help them make informed decisions.
Understand your customer behavior by filtering and grouping results to reveal opportunities at granular and overview levels. Use this information to focus on what works and back up your decision-making with visual data that can easily be shared between teams.
Integrate the applications and add-ons you love with our powerful SaaS CRM solution to nurture leads, unlock engaging communications and streamline pipeline management.
Here are some essential integrations for SaaS teams:
Capture high-quality leads with Pipedrive’s LeadBooster add-on. Add chat functionality to your website, collect information with web forms and wake up to a list of leads from your AI Prospector.
Help leads get in touch with Pipedrive’s LeadBooster add-on.
Unify your team communications with Pipedrive’s Dealbot for Slack. Automatically send deal added or deal stage updates to relevant teams or people, so you can close sales quickly.
Auto-update with Pipedrive’s Dealbot for Slack.
Ensure every customer meeting is a success with Demodesk. Integrate Demodesk with Pipedrive to sync contacts, meetings, notes, attendees and more, directly into your pipeline.
Supercharge your meeting insights with Demodesk and Pipedrive.
Stop manually logging contacts. LinkPort is a contact importer that helps salespeople identify LinkedIn contact details and seamlessly import them into Pipedrive.
Speed up contact population with LinkPort and Pipedrive.
Level up your email outreach. Pipedrive integrates with lemlist to automatically generate personalized emails at scale from beautiful templates, including engaging, tailored video content.
Automate and personalize emails with lemlist and Pipedrive.
Find a CRM that integrates with your most-loved tools to save valuable time. Pipedrive’s SaaS CRM integrates with Zapier, connecting your teams with more than 3,000 other apps and platforms.
Connect in one place with Zapier and Pipedrive.