Best CRM for Saas Companies
ChartMogul CRM is a SaaS-focused CRM that unifies lead, trial, opportunity, and subscription data in one platform. It offers smart sequences, retention workflows triggered by billing events, and analytics to forecast revenue and optimize GTM. Capture the full subscription lifecycle, manage the pipeline with Kanban and table views, and automate tasks to scale your sales and success teams.
Ideal Customer Profile
B2B SaaS companies using subscription billing looking to unify revenue data with CRM, optimize GTM, and reduce churn.
Common Pain Points
- •Siloed data across sales, marketing, and billing
- •Inaccurate revenue forecasting due to disconnected systems
- •Difficulty tracking upgrades/downgrades and churn
- •Manual, inefficient workflows
- •Poor lead-to-customer handoffs
Top CRM Picks
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Perfect For
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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
Choose a SaaS-focused CRM that integrates directly with your billing system for real-time revenue insights.
- 2
Evaluate AI enrichment and automation capabilities to scale outreach.
- 3
Consider security/compliance and data governance.
- 4
Test with your current data import and migration.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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