29 Best CRMs For SaaS - Switch On Business

The table below shows a quick price comparison of all the SaaS CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Hubspot CRM	Free plan available	Free plan available
Pipedrive	$24	14 day
Monday.com	$15	14 day
Zendesk	$69	14 day
Capsule	Free plan available then $21	14 day
Salesmate	$29	15 day
ClickUp	Free plan available then $7	No
Copper	$29	14 day
Nimble CRM	$29.90	14 day
Nutshell	$19	14 day
Insightly CRM	$29	14 day
Close	$59	14 day
SugarCRM	$19	7 day
Less Annoying CRM	$15	30 day
Vtiger All-In-One CRM	Free plan available then $15	15 day
Agile CRM	Free plan available then $8.99	No
NetHunt CRM	$30	14 day
Streak	$59	14 day
OnePageCRM	$9.95	21 day
Ontraport	$29	14 day
EngageBay	Free plan available then $14.99	No
FiveCRM	$65	No trial available
BIGContacts	Free plan is available then $9.99	Free plan available
TeleCRM	$19	No trial available
SmartTask	Free plan is available then $7.99	Free plan available
Teamgate	Free plan is available then $39.90	14 day

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

They claim to offer the number one AI CRM which caters for high tech companies such as SaaS companies.
It is designed to help companies grow faster and become more efficient.
The CRM can be tailored to meet your needs and can be integrated with thousands of partner apps.
It supports your sales, marketing, service and commerce teams.
The CRM can automate your workflows to improve your processes and make intelligent actions to boost sales.
It unifies your data on a single platform and assists you in improving your customer relationships.
The CRM can help optimize your revenue lifecycle by accelerating deal cycles, aiding forecasting and collecting revenue quicker.
You can access reports on your data to learn more about your business and customers.
They offer a range of technology solution products that you can use to build a system that works for your needs.
Access a 30-day free trial to find out more about the software.

Website: https://www.salesforce.com/high-tech/

2. Zoho CRM

Offers customer support software that caters for SaaS companies which helps you to respond to your customers.
It assists you in managing your communications by email, phone, live chat and social media.
You can utilize intelligent automation to create efficiencies and reduce manual tasks.
The software enables you to create custom workflows to manage your processes.
It can help you in managing your tickets and ensure that all are resolved within the right timescales.
They provide an AI-powered assistant to help you handle customer inquiries using your knowledge base.
It enables you to prioritize your leads by evaluating their deal potential.
The software is available on a mobile app to allow access from anywhere for all team members to improve collaboration.
You can generate insightful reports from your data to assist you in making informed decisions.
Offers a 15-day free trial of the software to experience it first-hand.

Website: https://www.zoho.com/desk/industries/helpdesk-software-for-saas-companies.html

3. Freshsales

They claim to offer the best SaaS CRM that can help you to boost your revenue.
It is an all-in-one solution with advanced CRM features to assist you in driving sales.
The CRM assists with lead generation with web forms, an AI sales bot and a conversion rate optimization module.
You can manage all communications channels to engage and nurture leads and customers by email, phone, SMS and social media.
Your data can be segmented and you can create customer lifecycle stages to aid upselling and cross-selling.
The CRM can assist you in managing your subscriptions through software integration.
It enables you to share invoices and quotes as well as incorporate e-sign functionality.
The CRM can be set up quickly and can be customized easily to meet your business needs.
It offers in-depth insights about your business with analytics and reporting.
Learn more about the CRM by taking advantage of the 21-day free trial or access a demo.

Website: https://www.freshworks.com/crm/industries/saas/

4. HubSpot

Offers a customer platform that caters for technology and SaaS which can aid customer experiences and drive growth.
It is an AI-powered customer platform that is designed to assist the technology industry.
They provide the ability to personalize and time your communications to nurture your leads.
You can create pipelines to manage your leads and use customer intelligence to qualify your leads.
The CRM enables you to automate your marketing as it can create campaigns using automation and AI to maximize the return.
It can help you to streamline your process so that deals can be closed faster.
The data can be utilized to identify opportunities and assist in driving retention.
You can gain insight from your data to learn what is working and assist with decision-making.
It can be integrated with the tools that you use frequently to improve consistency.
They offer a free plan for up to five users which could be used for a trial of the software.

Website: https://www.hubspot.com/technology-and-saas

5. Pipedrive

They claim to offer the best CRM for SaaS that can help attract leads and improve customer experience.
It can help you to streamline your processes with simplified pipelines.
The CRM helps you nurture your leads through the pipeline and monitor their progress with a visual representation.
It can assist you in personalizing your email marketing campaigns to optimize their effectiveness.
The CRM brings together all your sales and marketing enabling your teams to work more collaboratively.
You can set up notifications and automatically assign tasks so that nothing is missed.
The CRM can assist you in staying compliant by storing your data safely in the cloud.
It provides advanced, real-time insights about your business by creating customized reports and viewing the interactive dashboards.
They offer powerful integrations that help to bring together your different systems.
A 14-day free trial is available so you can see the CRM for yourself.

Website: https://www.pipedrive.com/en/industries/saas-crm

6. Monday.com

Offers a sales CRM that caters for SaaS businesses that can be customized and will grow with your business.
It helps you to collect leads and nurture them into becoming customers.
They offer dashboard views which enable you to see the whole of your campaigns at a glance.
You can track the performance of your teams and individuals using sales flowcharts and metrics.
It allows you to automate your sales processes to reduce admin tasks and save time.
The CRM integrates with your email to enable you to track your emails and send emails.
They offer smart templates to assist you in building email quickly and professionally.
It can assist your teams in working together and collaborating with customers.
You can integrate the CRM with all your favorite tools to bring them together on one platform.
Offers a 14-day free trial of the CRM.

Website: https://monday.com/blog/crm-and-sales/crm-for-saas/

7. Zendesk

Offers a user-friendly SaaS CRM that provides powerful automation.
It provides classic CRM features with prospecting tools to aid you in qualifying your leads.
It brings all your contacts into one platform for easier management.
The automation will help reduce your admin tasks and let you focus on other tasks.
It provides email marketing to assist with communications and nurturing customers and leads.
You can integrate it with your calendar and reminder system to share availability.
The shared platform enables you to collaborate more effectively across teams.
It also offers a power dialer, live chat and goal management tools.
They provide an analytics dashboard that gives valuable information and aids forecasting.
A 14-day free trial is available to let you try out the CRM before signing up.

Website: https://www.zendesk.com/sell/crm/saas/

8. Capsule

They offer a CRM that caters for SaaS companies and can boost your customer relationships.
It is designed to assist you in streamlining your sales processes and closing more deals.
The CRM stores your data centrally making it easier to manage and share within the business.
It can help you to streamline your workflows and increase your productivity.
Your processes and routine tasks can be automated such as scheduling appointments, sending follow-up emails and updating customer records.
The software is scalable and can grow with your business and evolve with you.
It is accessible through the mobile app enabling your teams to access the data wherever they are.
You can integrate it with a broad range of third-party apps such as marketing, accounting and help desks.
The CRM provides a secure platform that follows industry best practices for data.
They offer a free plan for two users and up to 250 contacts as well as a free trial for 14 days.

Website: https://capsulecrm.com/industries/crm-for-saas/

9. Salesmate

They claim to have built the best CRM for SaaS businesses as they are a SaaS company themselves.
It supports sales, marketing and customer experience teams in delivering solutions that aid customer and data management.
They can assist you with lead generation tools to convert leads with web forms, meeting schedulers, live chat and chatbots.
It stores all leads and customer details enabling you to filter them better to make decisions.
They offer pipeline management to assist with monitoring leads and finding opportunities.
It supports the use of email, text, video chat, live chat and chatbots and stores interactions.
You can use the CRM to score your leads and manage your contacts more effectively with advanced filters and lists.
They provide analytics and reporting facilities to give you insight into your data and performance with custom dashboards.
It can be integrated with over 700 apps and tools to create a data-centric ecosystem.
A 15-day free trial and demo are offered to enable you to sample the software.

Website: https://www.salesmate.io/crm-saas-startups/

10. ClickUp

Offers an all-in-one work platform for SaaS that is a CRM that can help you accelerate your growth.
It is designed to help with process efficiencies and enhance customer satisfaction.
They enable you to visualize your sales with pipelines so you can improve customer experiences.
You can streamline your workflows to help you improve your processes and save time.
It can assist you in tracking your progress with List view, Calendar view and Kanban boards.
The CRM provide facilities including integrating emails, scoring leads, tracking orders, custom tags and assigning comments to team members.
It supports your teams in working more collaboratively on sales and customers.
You can access analytics about your data and track your customers using built-in dashboard widgets which can help you make better decisions.
It can be combined with task management, resource management and enterprise collaboration tools to aid you with your operations.
A free plan is available for personal use only but you can utilize this for a trial of the software.

Website: https://clickup.com/blog/crm-saas/

11. Copper

They offer a CRM that caters for technology companies like SaaS businesses whether you are big or small.
It has been designed and built for Google Workspace so that you can do everything from your inbox.
The CRM will add all your leads and contacts to your database automatically removing the manual process.
It stores all your email history so that you and your team can quickly see what has happened with the person previously.
With a single system for all customer information, it makes collaboration easier.
It can also hold all your meetings and files to ensure everyone has the latest information.
You can manage, onboard customers and deliver projects through the CRM seamlessly.
It can cover your whole customer journey and include invoice payments.
You can access reports that provide insight into your customers and business.
Offers a 14-day free trial and a demo of the software so you can learn more about it.

Website: https://www.copper.com/industries/software-technology-crm

12. Nimble

Offers SaaS CRM software that can help grow and scale these businesses.
It is designed to help you understand your customers better and provide them with enhanced customer experiences.
The CRM allows you to organize your contacts and build relationships with your customers.
It brings together all your contacts, calendars and emails in a single place which can be shared across your teams.
They provide scalable communications which includes group messaging and email sequencing.
It offers workflows and automation that can improve your business processes and save time.
The CRM can be integrated with Google Workspace and Microsoft 365 to increase its functionality.
You can generate in-depth reports to allow you to track sales performance and access customizable deal pipelines.
The CRM can be accessed at any time from anywhere on any device.
A 14-day free trial is available so you can see what it can offer.

Website: https://www.nimble.com/crm-software/nimble-crm-for-software-saas-companies/

13. Nutshell

They offer a CRM that is designed to support SaaS businesses and be easy to adopt.
It centralizes your customer data and all interactions in a single database.
They provide customizable sales pipelines to enable you to manage your software and product demos and trials.
The CRM is an online database that can be accessed from anywhere on any device.
You can run marketing campaigns and monitor their success to inform other campaigns.
It allows you to automate your processes and create custom pipelines to manage leads and streamline manual tasks.
The CRM can support you in building email automation and craft personalized email sequences to help nurture your leads.
It helps your teams work more collaboratively by keeping them connected.
You can access reports about your users, sales performance and more.
Access a 14-day free trial to see what the software can offer.

Website: https://www.nutshell.com/our-saas-crm

14. Insightly

Offers a CRM that caters for SaaS companies that is modern, scalable and affordable.
It helps you to align your teams and combine your sales, marketing and customer service on a single platform.
The CRM is designed to be easy to use and can be customized to fit your needs.
It can support your lead management so you can ensure that no leads are lost, and you can track their progress.
You can automate processes and workflows to reduce manual tasks.
Using their sales pipelines you can prioritize leads and distribute them to the right teams.
It can manage all your emails by storing interactions and facilitating proactive email campaigns.
They provide dashboards and reports which can produce key metrics and share data across teams.
A range of companion products are available and integrations to extend the functionality.
Offers a 14-day free trial of the CRM or a personalized demo so you can see how it works.

Website: https://www.insightly.com/blog/best-crm-for-software-companies/

15. Close

They offer a CRM that supports businesses with outreach and direct customer interaction.
The CRM is easy to set up and customizable with custom fields, activities and objects.
It enables you to manage every part of your pipeline from the initial touchpoint through to deal completion.
The CRM helps you to manage all your communications including calls, emails, SMS and video calls.
It offers workflows that can help you to streamline your processes and reduce admin tasks.
You can automate communications and follow-up tasks including emails, SMS and calls.
They provide robust reporting facilities with a built-in dashboard and customizable reports to help you make smarter decisions.
It can be integrated with a variety of apps including calendars to extend its capabilities.
An iOS and Android app is available to enable users to access the CRM on the go.
You can utilize their 14-day free trial or demo to learn more about the CRM.

Website: https://www.close.com/blog/best-crm-for-saas

16. SugarCRM

Offers a CRM for technology and software businesses to help you grow your business and increase revenue.
They offer a choice of a cloud-based solution or an on-premise installation.
It offers unlimited custom modules and fields so you can have a CRM that meets your needs.
The CRM provides tailored screens, defined roles and access tools so you can control who can access what.
You can automate tasks and processes to increase team productivity and responsiveness.
The CRM enables you to run email campaigns including nurture campaigns for leads.
You can access reports about your data to assist with predictions, monitoring lead conversions and managing lead scores.
It can support you in meeting organizational and regulatory requirements including security modules.
You can integrate it with core Sugar modules and tools, as well as other tools to increase what it can do.
A 7-day free trial of the software is available and a demo to allow you to explore what it can offer for yourself.

Website: https://www.sugarcrm.com/industries/tech/

17. Less Annoying CRM

They offer CRM software that caters for software specialists to help them manage their customers more effectively.
It is designed to assist you in being more organized and give you more time with your clients.
They provide sales pipelines that are customizable to allow you to track all your opportunities and support tickets in one place.
It can store all your customer data including emails, meetings, notes and more in one place so all staff can access it to support customers.
They provide unlimited custom fields so you can capture all the data that you need.
You can set up reminders so that the next steps are not missed and actions are taken when needed and they offer daily agenda emails.
It uses 256-bit encryption and they follow best practices to ensure that your data is kept secure.
They provide free phone and email support for their customers to help them get the most out of the CRM.
It offers simple reporting to allow you to gain insight into data and key metrics on performance.
They offer a 30-day free trial of the software to allow you to fully explore its capabilities.

Website: https://www.lessannoyingcrm.com/industry/software-specialists

18. Vtiger

Offers a CRM that caters for SaaS companies to assist them with growing their business and boosting their leads.
They offer a simple and customizable CRM that can help you to automate tasks and ease manual workload.
It can capture your leads from various sources such as your website, emails, calls, social media and events.
The CRM can help you assess your marketing campaigns and aid in generating leads.
It can assist with scoring your leads to help you with follow-up and prioritization.
They provide auto-assign so you can assign leads automatically to sales reps based on defined parameters.
It allows you to run email and text message campaigns to nurture leads and relationships with customers.
You can also schedule meetings, manage documents, use pipelines and collaborate with others using mentions and chat.
The CRM provides insights and custom reports about your performance and key metrics and you can schedule reports that can be automatically emailed to you.
Offers a free plan for up to 10 users and a maximum of 3,000 records as well as a 15-day free trial of the software.

Website: https://www.vtiger.com/crm-for-saas-companies/

19. Agile

They offer SaaS CRM software that can help you to increase conversions and onboard customers faster.
It allows you to track your customers and leads so you can see what is happening.
You can automate onboarding customers by sending emails based on the user’s behavior in your app.
It can support you in delivering in-app messaging to your customers that is appropriate to them.
The CRM can assist you in prioritizing calls and automating who should be called next by your sales reps.
It also offers advanced segmentation and lead scoring to help you create more effective campaigns and targeting.
You can integrate the CRM with a variety of third-party websites and apps.
The CRM can be integrated with a payment gateway to incorporate billing.
It offers a range of metrics that enable you to measure growth and drop-offs and more.
They offer a free plan for up to 10 users which could be used for a trial.

Website: https://www.agilecrm.com/saas-crm

20. NetHunt

Offers a cloud-based SaaS CRM solution that is designed for Google Workspace users.
It is a sales automation tool that can assist with managing leads and nurturing customer relationships.
The CRM can be integrated with Gmail and LinkedIn to support your lead generation.
It helps you to manage your contacts by storing them and enabling you to segment them based on preselected criteria.
They provide sales pipeline functionality that you create, visualize and manage your leads through.
You can increase collaboration between your teams with a shared database, tasks, mentions and comments.
It offers email marketing facilities including email templates, bulk emails, email tracking and reporting.
You can automate a range of tasks including lead capture, updates on status, task assignment and distribution, and notifications.
They provide reporting facilities to assist with tracking your progress and performance as well as forecasting revenue.
Access a 14-day free trial or a demo to learn more about the software.

Website: https://nethunt.com/blog/best-saas-crms/

21. Streak

They offer a CRM that caters for SaaS companies and links with Gmail.
It stores all your contact information in one place for easy reference and enables you to call and send emails from the contact page.
They offer pre-built support pipelines to help you manage your customers and leads.
It can alert your agents to new tickets for key clients or significant issues.
The CRM can help streamline your operations by improving processes and reducing manual tasks.
It can help to track your leads and close sales more effectively.
The CRM can also manage your projects and track progress on tasks.
They provide reporting facilities so you can see the progress that your teams are making.
It is available on your mobile to enable you to work remotely and access the CRM.
A 14-day free trial of the software is available.

Website: https://www.streak.com/post/saas-customer-support

22. OnePageCRM

Offers a CRM solution that is suitable for SaaS businesses to support sales teams.
It supports salespeople on a day-to-day basis by streamlining admin processes.
The CRM stores your contact information in one place and allows you to manage them and access notes and history.
It provides two-way sync with your email to enable you to track emails and offers free email templates.
The CRM offers workflow automation for repetitive admin tasks and can manage leads through the sales pipeline.
It provides reminders for follow-up activities so that nothing gets missed.
You can integrate it with other tools including email to improve your efficiency.
It offers custom reporting facilities to enable you to track your progress and gain insight.
They provide a mobile app to allows you to manage your leads and customers from anywhere.
Offers a 21-day free trial of the software to let you trial it before committing.

Website: https://www.onepagecrm.com/saas-crm/

23. Ontraport

They claim to offer the best software to help you to grow your SaaS business.
It is designed to assist you in managing and marketing your business to aid growth and improve your customer experience in one platform.
They offer a customizable client management system which organizes your contacts and lets you easily see where they are in the sales cycle.
Offers a built-in fully functional customer portal to help simplify your operations and provide self-serve options.
It provides marketing funnels to help you manage your leads and support conversions.
They provide email and SMS messaging facilities to help you communicate at the right time with personalized messages.
The software provides built-in content, functionality and templates to make it easier to get started.
It offers a website builder to help integrate the software and convert visitors into customers.
You can utilize the order form templates, flexible payment options and upsell opportunities to create more sales and subscribers.
A 14-day free trial is available to allow you to get a feel for the software before signing up.

Website: https://ontraport.com/Technology/Software/SaaS-provider

24. EngageBay

They offer a CRM for SaaS businesses to manage data and customer interactions more effectively and securely.
It centralizes your contacts and allows you to track all your customer touchpoints throughout the customer journey.
You can manage all channels including web, email, SMS, phone and social media.
The CRM allows you to run marketing campaigns including drip campaigns to win customers and maximize custom.
It provides segmentation of your contacts so that you can target customers more effectively and send personalized emails.
They provide automation of processes so you can reduce manual and mundane work.
You can integrate your calls so calls are made and received through the CRM as well as schedule calls, record calls and utilize call scripts.
It also offers email sequencing, email templates, landing pages, forms, live chat, calendars and more.
You can access a dashboard to view and analyze key metrics for your business to learn more about your business and customers.
A free plan is available for up to 15 users and 250 contacts which could be used to trial the software.

Website: https://www.engagebay.com/crm/saas-crm

25. FiveCRM

Offers a CRM that caters for SaaS companies to aid with lead generation.
The CRM is customizable with a tailored interface and functions which can be aligned with your workflows.
The software is designed to be user-friendly and provides a comprehensive range of functionalities.
It allows you to streamline tasks and reduce repetitive admin tasks like data entry.
The software includes built-in marketing tools which include email marketing to help you deliver tailored and personalized engagement and support.
It supports you in generating and nurturing your leads by managing and monitoring leads more effectively.
You can manage your emails and run email marketing campaigns through the CRM to aid conversion rates.
It supports call management with quick calling processes and defined call lists to prioritize calls and score your leads.
They provide reporting and analytics facilities that allow you to monitor clients and customize your marketing based on your insights.
It can be integrated with a range of tools and apps to extend its capabilities.

Website: https://www.fivecrm.com/blog/10-best-crm-for-saas-companies-in-2023/

26. BIGContacts

They offer an intuitive CRM for SaaS businesses that is designed to provide automation and grow businesses.
It brings together all your contacts in one easy-to-use application that can be shared across your organization.
The CRM stores contact details, emails, social media accounts, transaction history, notes and tasks.
It allows you to automate workflows, tasks and reminders which can improve your productivity.
You can create email campaigns which can include personalized emails and drip campaigns.
It can incorporate your calendars and help you to track meetings and events.
They also provide a sales pipeline to manage leads and webforms to assist with capturing leads.
The CRM can be accessed through a mobile app to allow you to work on the go.
They offer a choice of standard reporting templates or the ability to create custom reports to monitor your performance on a comprehensive activity dashboard.
A free plan is available for up to 100 contacts and unlimited users which could used for a trial, or you can schedule a demo.

Website: https://www.bigcontacts.com/blog/best-saas-crm/

27. TeleCRM

Offers a CRM for SaaS companies that assists with managing the entire customer journey.
It can capture all your leads and store all contact history in one place.
It supports team management with automatic call tracking and recording.
The CRM can assist with follow-up and reminders so that nothing is missed.
It provides tools to assist in converting leads which includes auto/power dialer, WhatsApp follow-ups and marketing.
The software can help you retain customers and upsell or cross-sell to them.
It can support referral programs to assist with attracting more customers.
The CRM can help qualify your leads by scoring and filtering leads to prioritize and filter out uninterested leads.
It provides tracking facilities to enable you to monitor your communications and sales pipeline.
You can request a demo to learn more about the software.

Website: https://telecrm.in/crm-for-saas-companies

28. SmartTask

They claim to offer the best overall CRM software for enterprises and small businesses including SaaS businesses.
It provides a complete work management solution offering both a CRM and holistic platform.
The software also combines project management functionality to help you manage projects and campaigns.
It can be used for sales, marketing, customer success, operations and product management.
They provide pipeline management to assist with managing leads and tracking their progress.
It offers facilities including call tracking and recording as well as in-app video conferencing.
You can manage your marketing campaigns through the CRM including planning and tracking in one system.
It can be integrated with your existing tools to manage tickets, leads, contact forms and more.
It provides an analytics dashboard and sales forecasting to help you with decision-making.
They offer a free plan with basic features and unlimited users, contacts and tasks.

Website: https://www.smarttask.io/blog/crm-saas

29. Teamgate

Offers a CRM for SaaS companies to centralize their customer data and gain insights from it.
It allows you to monitor all your sales data and get real-time insights to help convert them.
The CRM can assist you in creating customer profiles to aid the targeting of marketing campaigns.
It can integrate with a range of marketing tools including automated email platforms, lead generation software and more.
Leads can be automatically added to the CRM and be given a score based on criteria to aid prioritization.
It can assist with communicating with customers at the right time through the right channels.
The CRM can automate your sales tasks and follow-up to minimize manual tasks.
It is an easy-to-use platform that provides privacy and security measures to protect your data.
They provide data-driven analytics about your business and department performance with real-time insights.
A free plan is available for up to two users and 500 contacts and also offers a 14-day free trial.

Website: https://www.teamgate.com/tour/crm-for-saas-companies/