Insightly, HubSpot, Fresh sales, Monday, and Salesforce are all CRM tools that can help your SaaS company. But which one is best for your needs? We’ll discuss these four tools in this article. Then you can decide which is right for you! After reading our reviews of each, you’ll be a more informed decision-maker.
Below are some of the best CRMs for SaaS companies:
Insightly:
Insightly CRM for SaaS businesses comes with three different pricing tiers to suit varying needs. The base professional tier costs $49 per user per month and is billed annually. Insightly offers two additional tiers, Professional and Enterprise, that add additional functionality such as custom objects and click-to-call options. Each level includes a different level of support. If your company needs more support, consider purchasing one of the service plans.
The Professional plan comes with basic functionality but isn’t suitable for companies with a high number of leads. This plan also includes BI capabilities, process automation, and integration with other applications. The free trial allows up to two users, while the Professional plan gives you access to all CRM features, including Project Management and Contract Management. There are no other limitations on how many users you can add, either. If you plan on using Insightly, you’ll find it’s a smart choice for your business.
HubSpot:
HubSpot’s free version comes with basic marketing tools such as email marketing, contact management, and list segmentation. It also includes features for custom forms and landing pages. Paid versions add additional features, including expert support, Salesforce integration, help desk automation, and Marketing Hub features. Paid users can manage more contacts and more dashboards, but there are also limits. For instance, free users can send only two thousand emails per month. Paid users can receive unlimited emails with a single subscription.
HubSpot CRM for SaaS companies includes customizable templates, customer surveys, and automated email sequences. Enterprise customers can also benefit from additional features such as Conversation Intelligence, custom Playbooks, and call transcription tools. In addition, HubSpot CRM for SaaS companies offers a customizable customer portal, custom reports, and phone support. Customers who choose the Professional or Enterprise plans can access additional resources such as email marketing courses and training videos.
Fresh Sales:
With its extended software profile, Fresh sales can help companies automate a number of manual tasks, including lead management, account management, and deal management. The software allows users to create and manage tasks, which are automatically generated when a particular record meets a certain trigger. This way, Fresh sales can help companies reach more buyers and close more deals. Fresh sales also feature mobile apps for both iOS and Android.
The free version of Fresh sales is an excellent option for small businesses looking for a CRM that doesn’t have a steep learning curve. Besides, the CRM can be fully customized, which saves time for sales representatives. Fresh sales are also available for free, and offers a lifetime plan with no limits on users. Fresh sales also offer a free trial that lets users try out its premium features without paying any money.
Monday:
If you’re in the market for a new CRM, you’ll want to check out Monday CRM. It has a grid-based structure that lets you easily break down company information into charts, timelines, and Kanban boards. It also lets you drill down into details to analyze data and identify patterns. This CRM has a variety of integrations with leading software companies, including Salesforce and Zendesk.
CRMs can help your SaaS business keep track of customers, pipelines, and more. The best SaaS CRMs can include AI-powered decision-making, robust customer data, and comprehensive contact management. CRM platforms can also streamline the customer experience and enable more effective marketing and sales.
