Best CRM for B2b Saas
An in-depth guide ranking 15 CRMs for B2B and SaaS in 2025, comparing features, pricing, pros and cons to help teams streamline sales processes, automate tasks, and build stronger customer relationships.
Ideal Customer Profile
B2B SaaS teams seeking scalable CRM with automation, pipeline visibility, and cross-team collaboration.
Common Pain Points
- •Long, complex B2B sales processes
- •Difficulty gaining control over the end-to-end sales journey
- •Siloed customer data across marketing, sales, and support
- •Manual data entry and follow-up tasks
- •Managing and tracking deals across multiple stages
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
B2B SaaS teams seeking an easy-to-set-up, customizable CRM with automation and reporting.
⚡ Key Features
- Visual sales pipeline
- Drip email campaigns
- Reports & analytics
Pros
- ✓Easy to set up and fully customizable.
- ✓Manage leads on the go with the tool’s mobile version.
Cons
- ✗Needs better search and deduplication features.
- ✗Lacks AI-powered lead scoring.
""Forever free plan for startups with all premium features.""
Perfect For
B2B companies needing automation-driven customer experiences and strong integrations.
⚡ Key Features
- Lead scoring
- A/B testing
- Email personalization
Pros
- ✓Allows you to set lead scoring rules based on parameters like site visits, email opens, and form submissions.
- ✓Integrates with several external applications.
Cons
- ✗Glitchy user interface and steep learning curve.
- ✗Reporting could use improvement.
""Automation handles menial tasks, keeping you focused on sales.""
Perfect For
Sales and marketing teams wanting a free tier and robust pipeline features.
⚡ Key Features
- Scheduled emails
- Custom views
- Lead history & personalization
- Drag-and-drop sales pipeline
- Performance insights
Pros
- ✓Track and convert leads on the move with HubSpot’s mobile app.
- ✓Turn repetitive sales emails into templates to fast-track your campaigns.
Cons
- ✗Lacks UI customization options.
""Offers reports and pipeline management free of cost.""
Perfect For
Large teams needing customization and mobile access.
⚡ Key Features
- Social media insights
- Customizable forecast reports
- Automatic lead scoring and routing
- Automate workflow processes
- Collaborate on opportunities in a social feed
Pros
- ✓Engage with prospects on the go with Salesforce’s mobile app.
- ✓Access engagement metrics and monitor campaigns closely on an interactive and graphical dashboard.
Cons
- ✗Interface gets slow when multiple tabs are opened.
- ✗Requires developer support for some functionalities.
""Engineered for enterprise-scale with a unified, customizable data view.""
Perfect For
Sales teams needing a visual pipeline and collaboration.
⚡ Key Features
- Workflow automation
- Built-in reports
- Live email notifications
- Customizable stages
- Data from LinkedIn, Google, and Twitter
Pros
- ✓Sales assistant provides performance tips and progress updates on your campaigns.
- ✓Connect Pipedrive to your favorite tools and develop custom features using the free API key.
Cons
- ✗Templates for marketing emails lack variety.
- ✗The tool can be glitchy and sluggish at times.
""A popular CRM for B2B with strong pipeline management.""
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Define your B2B sales process and required automations.
- 2
Evaluate pipeline visualization, reporting, and forecasting capabilities.
- 3
Check integrations with existing tools (email, marketing automation, support).
- 4
Assess pricing, per-user costs, and total cost of ownership.
- 5
Test free trials or demos to confirm usability and fit.
Continue Your CRM Research
Continue exploring to make the best CRM decision