CRM for SaaS Companies

You know the metrics: MRR, ARR, Churn Rate, LTV, Trial-to-Paid. But do you have a CRM that actually improves those numbers? We help SaaS companies turn their CRM into a real growth engine.

Cloud Computing, Datenanalyse, Digitalisierung, Business Tech.

The Trial Graveyard

Hundreds of signups per month - but only a fraction become paying customers. You don't know when the right time is for a sales touch.

The Churn Surprise

Customers cancel - and you find out when it's too late. The warning signs were there, but nobody saw them.

The Expansion Blind Spot

Your best customers could buy more - upgrades, additional seats, premium features. But you have no systematic process.

The PLG-CRM Gap

Product data and usage behavior live in one system, sales and marketing data in another. The customer journey is fragmented.

1

Trial-to-Paid Optimization

Lead scoring based on product usage. Automatic handoff to sales when a trial is ready. Nurturing sequences for users who aren't there yet.

2

Churn Prevention

Early warning systems that detect cancellation risks. Health scores based on engagement data. Automatic alerts for Customer Success.

3

Expansion Revenue

Systematic identification of upsell and cross-sell opportunities. Triggers based on usage behavior.

4

Product-CRM Integration

User events, feature adoption, usage metrics - all in one place, accessible for Sales, Marketing, and Customer Success.

Function	Benefits for your industry
Lead Scoring	Automatic trial evaluation based on feature usage, activity, company profile.
Customer Health Score	Aggregated score from usage data, support tickets, NPS, payment behavior.
Lifecycle Automation	Onboarding sequences, adoption nudges, renewal reminders, win-back campaigns.
Product Data Integration	Segment, Mixpanel, Amplitude, Custom Events - your product analytics in the CRM.

Product-Led Growth (PLG) Support

Product Qualified Lead (PQL) Scoring: Automatic identification of users ready for a sales conversation.

+40% Trial-to-Paid Conversion

Sales-Assisted Motion

Pipeline management, deal stages, activity tracking, forecasting with focus on SaaS metrics.

20% Shorter Sales Cycles

Customer Success Scaling

Tech-touch processes: Automated onboarding flows, proactive alerts, self-service resources.

-30% Churn Rate

Renewal Management

Automatic reminders, renewal pipelines, risk flags for at-risk accounts.

95% Renewal Rate

Ideal for you if:

✓ You have a B2B SaaS product with recurring revenue
✓ Your team is between 20 and 500 employees
✓ You have at least 5 people in Sales or Customer Success
✓ You're in a growth phase (Series A-C or profitable bootstrapping)
✓ Trial conversion, churn, or expansion are among your top priorities

Typical customers from this industry:

• B2B SaaS startups post product-market fit
• Software companies transitioning to subscription models
• PLG companies adding sales-assisted motions
• Scale-ups professionalizing their go-to-market operations

Which CRM systems do you recommend for SaaS?

That depends on your situation. For PLG-focused companies, HubSpot often works well. For sales-intensive models, Salesforce or Pipedrive might be a better fit. We provide vendor-neutral advice.

How do you connect product data with the CRM?

Through native integrations, middleware like Segment or Zapier, or custom APIs. We find the cleanest solution for your situation.

How long does a CRM implementation for SaaS take?

Typically 6-12 weeks including product integration. An MVP can be live in 4 weeks.

What does it cost?

Potential analysis $499 (credited toward engagement). Implementations $5,000-$15,000. Ongoing support starting at $950/month.

Ready to Turn Your CRM into a Growth Engine?

In 35 minutes, we analyze your CRM situation and show you concrete levers for trial conversion, churn reduction, and expansion revenue.

Fully credited toward engagement. Includes written report.