CRM
Best CRM Platforms for B2B SaaS
Your CRM is the foundation of your sales and customer operations. Choose the right platform to manage relationships, track deals, and drive revenue growth.
Choosing the Right CRM for B2B SaaS
The CRM market is crowded, but B2B SaaS companies have specific needs that narrow down the options. You need a CRM that handles complex B2B sales cycles, integrates with your existing tech stack, and scales as your company grows.
CRM Requirements for B2B SaaS
- Deal Pipeline Management: Visual pipelines that match your sales process, with customizable stages and probability tracking.
- Contact & Account Hierarchy: Handle multiple contacts per account with clear relationship mapping.
- Activity Tracking: Log calls, emails, meetings, and demos without manual data entry.
- Integration Capabilities: Connect with your email marketing (like Sequenzy), calendar, calling tools, and other stack components.
- Reporting & Forecasting: Accurate pipeline forecasts and performance metrics.
- Scalability: Pricing and features that grow with your team.
CRM by Company Stage
Startups (1-10 employees): Start with HubSpot's free CRM or Pipedrive. Both are easy to set up and provide great value without overwhelming small teams with complexity.
Scale-ups (10-100 employees): Consider HubSpot's paid tiers, Salesforce Essentials, or Close if you have a high-velocity inside sales motion. The key is finding the balance between features and ease of use.
Mid-Market & Enterprise (100+ employees): Salesforce becomes the natural choice for its customization, ecosystem, and enterprise capabilities. HubSpot Enterprise is a solid alternative for companies wanting a more modern UX.
Integration with Email Marketing
Your CRM should integrate seamlessly with your email marketing platform. When evaluating CRMs, consider how they connect with tools like Sequenzy for:
- Syncing contact and account data bidirectionally
- Triggering email sequences based on deal stage changes
- Viewing email engagement data within the CRM
- Attributing revenue to email campaigns