Customer Relationship Management (CRM) systems simplify and automate every step of the sales process and customer buying journey to help you stay on top. For any SaaS business, CRM tools are a proactive approach to maximize customer interaction.
Although many CRM tools exist online, each caters to certain business needs. When picking the right tools, it’s important that you fully understand their relevance to your own business.
This guide details the 20 best CRM tools for SaaS, helping you choose which one fits your business needs.
20 Best CRM Tools for SaaS
1. Fungies
Fungies is an all-in-one platform with advanced CRM capabilities that combines sales, marketing, and operations into one single view. The platform is specifically built for SaaS businesses to manage user data, automate billing, and streamline backend operations.
From centralizing customer data and sales analytics to streamlining payments, billing, and subscriptions, Fungies handles everything for your business. It is one of the best CRM tools with an easy-to-use interface that streamlines sales processes, enhances customer engagement, and drives conversions.
Here are some key features of Fungies:
Subscription Management Solutions
Fungies’ subscription management integrates seamlessly with CRM features to automate sales workflows, handle billing renewals, and manage subscriptions. With Fungies, creators can easily set up customizable storefronts, upload multiple digital products with variants, and offer customized subscription plans that align with customer needs and business objectives.
The platform’s reporting dashboard provides real-time updates on billing status, covering monthly, yearly, and usage-based subscription plans. This helps creators stay on top of their revenue streams and track each plan’s performance.
Whether it’s resolving issues, tracking support tickets, or providing timely assistance, Fungies helps maintain a seamless customer buying experience on the seller’s behalf.
The platform’s automation processes send renewal reminders, update payment statuses, resolve payment failures, and deliver important alerts. This leads to better customer satisfaction and retention, ultimately boosting sales and business growth.
Automated Payments, Billing, and Invoicing
As a Merchant of Record (MoR), Fungies offers 250+ payment getaways with global tax compliance for subscription billing. Customers can benefit from localized pricing across 50 countries, including crypto transactions.
For SaaS businesses, automated billings simplifies managing subscriptions. Since every subscription has a different plan, Fungies’ CRM tools automate payments from customers on time.
The onboarding process is also quite simple. You connect your Stripe account to earn daily payouts. The platform automatically sends reminder emails, confirmation messages, and invoices to customers, so you don’t have to manage it manually.
For better personalization, you can also integrate its checkout options into your website, with customizable theme and color options.
Lead management With a Centralized Dashboard
Fungies CRM offers lead management and marketing tools to target audiences based on their needs and interests. You can use the centralized user database to segment your leads based on various criteria, such as customer behavior, purchase history, or demographics.
The platform’s dashboard provides real-time data that enables you to monitor lead performance and conversion rates. You can then easily plan successful strategies and pinpoint areas for improvement to generate sales.
Fungies’ CRM tools streamline follow-up processes and identify valuable leads, enhancing customer buying experience. You can track real-time data such as monthly revenue, total sales, pending sales, orders, sold items, subscribers, new signups, etc.
This allows you to address key questions like which products perform the best, which subscription plans are most popular, and how to structure your landing pages. You can add discount codes, promotions, and targeted campaigns to maximize sales.
Other features:
- API Integrations: Fungies integrates with popular tools like Google Analytics and Stripe to meet your SaaS business needs.
- No-code Website Builder: The platform offers a drag-and-drop editor to help businesses set up a quick storefront with advanced customization options and pre-built templates
- Built-in SEO tools: Fungies offers search engine ranking for its storefronts or hosted checkout to improve visibility to target customers.
Use Case: How Lantana Games Use Fungies’ CRM Capabilities for Self-Distribution
Lantana Games, an award-winning indie game studio based in Boston, wanted to sell games directly to players. They onboarded Fungies to use its powerful CRM features and no-code website builder, allowing the studio to launch its own branded web store and take direct control of sales and customer relationships.
As a result, the studio saw promising initial revenue, and it not only gained full control over its sales but also the ability to engage with players and drive conversions.
How Fungies Helped Them:
- Centralized Data Management: Lantana Games used Fungies’ CRM capabilities to centralize customer data, segment leads, and refine marketing strategies based on audience insights.
- Automated Sales and Subscription Management: It simplified their sales process for customers, from setting up product listings to processing payments.
- Improved Customer Insights: It provided them with valuable data on player preferences and buying behavior for smart marketing strategies and increased conversions.
- Cost Efficiency: Lantana Games reduced third-party integration and time-consuming payment processes, saving costs effectively.
Fungies Pros and Cons
Pros:
- Customer data management
- Sales forecasting
- Subscription management
- Responsive design
- Advanced reporting
- No-code website builder
- Easy interface
- Advanced customization
- Merchant of Record
Cons:
- Advanced features may require assistance, but the help center can resolve it.
Fungies Pricing
Fungies charges a 5% + $0.50 commission-based fee for every sale you make through its website or checkout feature. There are no upfront, monthly, or hidden costs.
Customer Reviews
- Review #1:
“Fungies.io is a game-changer! They’re carving a niche as the premier solution for indie devs seeking a personalized storefront and asset marketplace. Their team’s commitment to continuous improvement and openness to feedback is unparalleled. With user-friendly features and value-packed subscription options, Fungies.io is the ace in the deck for any game development journey.” – Gatis Parols, Founder at DoRaC Game.
- Review #2:
We developed our game and wanted a quick and cheap solution to build our own customizable storefront. Fungies did just that.” – James, Founder of MagicCraft.
2. Salesforce
Salesforce CRM is a well-known cloud-based software, widely used among many businesses to manage and simplify their workflows and day-to-day tasks. It mainly unites marketing, sales, and service into one single dashboard. Salesforce uses built-in AI to help you manage customer interactions and increase revenue.
Key Features:
- Contact and lead management
- Sales forecasting
- Workflow automation
- Territory management
- Customer support management
- High Customization
Salesforce pricing
Salesforce has multiple pricing plans for each product based on your needs. The sales CRM pricing starts at $165/mo for the Enterprise plan.
Customer Reviews
“Love all the standard pre built functionalities which makes Sales people life easier without waiting months to get the solution customized from scratch.” – Arpitha C.
Customer Rating:
3. Hubspot
Hubspot CRM for SaaS platforms combines data, teams, and tech stacks on one platform, providing enterprise-level solutions. Hubspot CRM easily integrates with your marketing, sales, customer service, and operations to help manage you manage tasks effectively.
Key Features:
- Contact and lead management
- Content management system
- Sales automation
- Live chat and live support
- Marketing tools
Hubspot Pricing
Hubspot CRM tools are free for some features. The most basic plan, Marketing Hub Starter, starts from $15/month and goes higher for enterprises.
Customer Reviews
“HubSpot CRM has improved the relationships from the company and clients, and no challenges experienced.” – Alberto S.
Customer Rating:
4. Pipedrive
Pipedrive is a sales CRM and pipeline management software designed for SaaS businesses to track sales, improve leads, and manage deals. Pipedrive uses AI-powered features and modern technology solutions to improve customer buying experience and retention.
Key Features:
- Deal management
- Marketplace integration
- Sales management
- Email marketing and segmentation
- Project management
- Web visitor tracking
Pipedrive Pricing
Starts from $14/month with a 14-day free trial.
Customer Reviews
“I’m really pleased with the improved efficiency we’ve achieved by switching to Pipedrive and I can’t see us moving away anytime soon.” – Jamie H.
Customer Rating:
5. ActiveCampaign
ActiveCampaign offers AI-automated CRM solutions to help you build smart email and marketing campaigns. It helps increase onboarding for existing and new customers by reducing churn, managing leads, tracking sales pipelines, and automating follow-up tasks to streamline the sales process.
Key Features:
- Email marketing automation
- Sales automation
- CRM integration
- Customer segmentation
- Site tracking
- Automated workflows
- Automated data sync
ActiveCampaign Pricing
Activecampaign has four plans: Starter, Plus, Pro, and Enterprise, priced between $15 to $145 per month, depending on your needs.
Customer Reviews
“I have been using ActiveCampaign daily for several years now and it is one of the most important software we use in our company. I am very satisfied and I plan on using it for as long I stay in business.” – Alex K.
Customer Rating:
6. Zoho CRM
Zoho CRM is a popular choice among businesses as it integrates with Zoho apps, providing comprehensive solutions. By leveraging “contextual AI and thoughtful UI,” this platform is one of the best solutions for boosting sales and improving customer engagement.
Key Features:
- Lead and contact management
- Sales automation
- Pipeline management
- AI-assistant
- Custom reports and analytics
Zoho Pricing
Zoho CRM offers multiple plans, starting from $14/month.
Customer Reviews
“All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.” Nurul H.
Customer Rating:
7. Freshsales (Freshworks)
Freshsales or Freshworks facilitates customer relationships and retention with AI-powered CRM tools to simplify selling and grow revenue. It helps generate leads by capturing, tracking, and visually presenting user data using Freddy AI. Overall, the platform is highly beginner-friendly, providing 360 views of your sales processes.
Key Features:
- Customer service & support
- IT service management
- Conversational engagement
- Marketing automation
- Enterprise service management
- Sales automation
- Customer relationship management
Freshsales Pricing
Starting at $9 with a 21-day free trial. Freshales also has a free plan but with limited features.
Customer Reviews
“I was suprised at how comprehensive Freshsales is. Even the I had used other CRM products it was refreshing to see how easy the transition was. I particularly like being able to explore features with the guidance of the support team.” – Mike D.
Customer Rating:
8. Microsoft Dynamics 365
Microsoft Dynamics 365 offers a combination of CRM and ERP business applications to facilitate SaaS companies with workflows and sales processes. It features real-time insights to help you personalize customer buying experience. Microsoft Dynamics is a great CRM tool for teams to scale beyond traditional finance and operations.
Key Features:
- Pipeline management
- Sales force automation
- AI-Powered Insights
- Marketing automation
- Journey mapping
- Integration with Microsoft Ecosystem
- Lead and opportunity management
Microsoft Dynamics 365 Pricing
The pricing depends on the level of service you require. For example, Dynamics 365 Sales plans start from $65/month.
Customer Reviews
“The ability to customize the system to meet our needs. You are able to have code implemented to personalize Business Central.” – Luke C.
Customer Rating:
9. Act!
Act CRM tools facilitate customer management and marketing automation solutions. The platform has an easy-to-use interface with centralized user data management. From creating landing pages and pre-built templates for targeted campaigns to reducing workflows and sales processes, Act! is a great CRM tool for SaaS.
Key Features:
- Customer management
- Marketing automation
- Calendar & activity management
- Email marketing
- Sales pipeline management
- Business insight & analytics
Act! Pricing
Act! has two pricing products: Act! Premium Cloud and Act! Premium Desktop. You can choose between four plans, starting from $30/month.
Customer Reviews
“ I have use ACT! since 2001. It has made a lot of improvements over the years. I would highly recommend the product! It does everything we need and more!” – Nita A.
Customer Rating:
10. Salesflare
Salesflare is a CRM tool designed for small and medium-sized businesses, helping them manage data and sales. Its key features include email and meeting tracking, automated data input, sales pipeline visualization, and powerful follow-up reminders. It is one of the top choices for data management, offering integrations with tools like Gmail, Outlook, LinkedIn, and Slack.
Key features:
- Automated data input
- Email and meeting tracking
- Sales pipeline management
- Built-in email sequences
- Lead scoring and prioritization
- Contact and company insights
- Workflow automation
- Integration with Gmail, Outlook, and other apps
- Task management and reminders
Salesflare Pricing
Salesflare has three plans: Growth, Pro, and Enterprise, starting from $29/month.
Customer Reviews
“Love the simplicity and easy of use. Yet still has most of everything you need and expect. Integration with LinkedIn and Gmail is good. Automated data enrichment is good. It’s nicely focussed on account management – great for B2B sales. Email and we tracking is good.” – David V.
Customer Rating:
11. Zapier
Zapier automates workflows by allowing you to create your own CRM from pre-built templates, with no coding skills required. Its drag-and-drop editor allows easy automation setup, while conditional logic helps target workflows to fit complex processes, making it a powerful CRM tool for SaaS companies.
Key Features:
- Workflow automation (Zaps)
- Conditional logic (paths)
- Data formatting tools
- Task history and tracking
- Webhooks and API integration
- Cross-platform automation
Zapier Pricing
Zapier plans to start from $19.99 per month (annually). You can also try out the free plan for basic workflows.
Customer Reviews
“The thing I enjoy most about Zapier is that it does all the work for me when moving lists, it is easy to set up and I am able to use it with many different tools.” – Brenda P.
Customer Rating:
12. Insightly
Insightly is a modern CRM tool that helps you manage sales, marketing, service, and app integrations, all through one platform. Insightly takes away all the manual tasks of managing data, and integrates it comprehensively into an automated system.
Key Features:
- Pipeline management
- Lead tracking
- Opportunity management
- Workflow automation
- Project management
Insightly Pricing
Starting from $29/month.
Customer Reviews
“This is a very user friendly software that makes your work easier. Everything added here is very organised and clean.” – Kratika C.
Customer Rating:
13. Creatio
Creatio is a no-code automation CRM tool, giving you maximum freedom to manage your workflows. Powered by Gen AI, Creatio lets you create a personalized customer journey with all controlled from one dashboard. All in all, Creatio is a great CRM tool for SaaS business to manage their workflows without coding knowledge.
Key features:
- Low-code development environment
- Business process management
- Sales automation
- Marketing automation
- Customer service management
- 360-Degree customer view
- Document management
Creatio Pricing
Creatio has three platform plans: Growth, Enterprise, and Unlimited. The lowest plan starts from $29/month per user. You can add products and support plans to optimize your workflow.
Customer Reviews
“Sales and marketing management system. With this application we have got great results with minimal time spent and maximum success. We are happy with results!” – Louise F.
Customer Rating:
14. Less Annoying CRM
Less Annoying CRM tool offers simple contact management with low pricing tier and veteran customer service, catered to small businesses. Its straightforward interface makes it accessible to every business to manage contacts, track leads, and organize workflows.
Key Features:
- Contact Management
- Mobile app
- Permission controls
- Pipeline management
- Task management
- Custom fields
- Lead tracking
- Cloud access
Less Annoying CRM Pricing
Less Annoying CRM charges $15/month per user.
Customer Reviews
“Easy to teach and learn, information is readily available and querying the date is very straightforward.” – Ken C.
Customer Rating:
15. SugarCRM
SugarCRM, supported by Amazon Web Services, facilitates users with simplified workflows, AI-powered insights, and enhanced analytics. From managing leads to conversion, SugarCRM helps SaaS businesses meet their revenue growth while maintaining customer retention for a long time.
Key Features:
- Sales automation
- Revenue intelligence
- Marketing automation
- Customer service
- App marketplace
SugarCRM Pricing
Starting from $19/month per user, and goes higher based on the number of users and CRM features needed.
Customer Reviews
“I like how easy it is to enter leads, nourish them and track everything that happens with them and then the ease of converting them into contacts and later on Opportunities.” – Jason M.
Customer Rating:
16. Zendesk
Zendesk Sell is a sales-focused CRM tool to improve work productivity and streamline sales processes. It is a user-friendly platform that integrates with other Zendesk tools such as AI agents for customer service, enabling you to maintain a unified view of customer interactions and boost overall sales efficiency.
Key Features:
- Integration marketplace
- Marketing and sales automation
- Centralized customer data
- Sales engagement tools
- Lead and opportunity tracking
- Integration with other Zendesk products
Zendesk Pricing
Zendesk has two types of pricing categories: Zendesk for service and Zendesk for sales, based on products and business needs. The lowest plan charges $19/month per user.
Customer Reviews
“The user experience is quite seamless, also easy for new users to understand the platform with ease.” – Brandon G.
Customer Rating:
17. Apptivo
Apptivo is an all-in-one software that assists with sales CRM, field service, campaigns, and more automation to improve customer relations. It’s easy to navigate with a high level of customization and functionality. Its key features include contact management and lead management that help streamline the buying processes, with higher outcomes and revenue growth.
Key Features:
- Leads management
- Contact management
- Custom quotes
- Reminder automation
- Data set security
- Payment getaways
- Subscription billing and e-invoicing
Apptivo Pricing
Pricing starts from $20/month and you can also contact the team for a personalized pricing package.
Customer Reviews
“Fairly easy to use learning more every day. Customer service is great.” – Steve H.
Customer Rating:
18. Vtiger
Vitger is yet another CRM tool for SaaS businesses to effectively manage and automate customer relations and other workflows, boosting productivity and revenue growth. The platform is highly adaptable, affordable, and user-friendly with tons of integration options.
Key Features:
- Leads and contact management
- AI integration
- Sales enablement and automation
- Help desk automation
- Marketing automation
Vtiger Pricing
Starting from $12/month per user.
Customer Reviews
“I believe vtiger was the reason we were really able to be comfortable in sales automation.” – Tim K.
Customer Rating:
19. Monday CRM
Monday CRM helps you manage the entire sales cycle, client communication, and marketing activities, enabling data-driven decisions and improved customer retention. It integrates seamlessly with third-party apps and centralizes communication through various marketing and sales tools, streamlining your processes in one platform.
Key Features:
- Activity management
- Sales forecasting
- Lead capturing
- Call logging
- Contact management
- Email sync & tracking
Monday Pricing
Monday CRM pricing plans include Basic, Standard, Pro, and Enterprise. The Basic plan charges $12 per user/month (billed annually) or $15 when billed monthly for 3 minimum users.
Customer Reviews
“I enjoy the usability that Monday has, and additionally, how one is on the basis of their organization, requirements etc., is able to curate the CTA buttons!” – Ananya U.
Customer Rating:
20. Nimble
Nimble streamlines customer relationship management by providing robust solutions for your entire team. The platform quickens lead generation, manages contacts, and closes deals by integrating with existing apps. Overall, Nimble is a comprehensive CRM tool for managing customer relations.
Key Features:
- Outreach management
- Pipeline management
- Advanced analytics
- Integration with Google Workspace and Microsoft 365
Nimble Pricing
Nimble pricing starts from $24.99/month (billed annually) for each seat.
Customer Reviews
“Organizing my contacts and records is made simple and easy with Nimble! It’s not as cumbersome as some other CRMs I’ve tried.” – Isabella T.
Customer Rating:
Quick Comparison Table
| CRM Tool | Best For | Key Features |
| Fungies | All-in-one CRM for SaaS with subscription management | Subscription management, no-code website builder, CRM tools |
| Salesforce | Enterprise CRM with advanced analytics and customization | AI, sales pipeline, detailed analytics, contact management |
| HubSpot | Comprehensive, free CRM for small to enterprise SaaS | Pipeline management, reporting dashboard, company insights |
| Pipedrive | Sales pipeline and deal management for SaaS | Email tracking, lead generation, workflow automation |
| ActiveCampaign | Email and marketing automation | Smart email marketing, onboarding, lead management |
| Zoho CRM | Affordable all-in-one CRM with workflow automation | Lead/contact management, workflow automation, sales pipeline |
| Freshsales | AI-powered sales and lead management | Lead capture, AI-driven data visualization |
| Microsoft Dynamics 365 | CRM + ERP with real-time insights | CRM + ERP, real-time insights, AI (Copilot) |
| Act! | Simple CRM with marketing automation | Centralized user data, marketing automation, templates |
| Salesflare | Automated data input and follow-up reminders | Email tracking, automated data input, follow-ups |
| Zapier | Automation workflows without coding | Pre-built CRM templates, conditional logic, automation |
| Insightly | Sales, marketing, and project management | Customizable CRM with sales and marketing tools |
| Creatio | No-code CRM with automation | Omnichannel marketing, sales, and service management |
| Less Annoying CRM | Simple contact management for small businesses | Simple UI, low pricing, lead management |
| SugarCRM | AI-powered insights and automation for sales teams | AI insights, sales forecasting, advanced reporting |
| Zendesk | Sales and service CRM with AI integrations | Lead management, deal tracking, automation |
| Apptivo | All-in-one customizable CRM | Highly customizable CRM with sales automation |
| Vtiger | Affordable and adaptable CRM with GPT | GPT-powered sales and marketing automation |
| Monday CRM | Managing sales cycles and client communication | Client communication, marketing, and sales tools |
| Nimble | Comprehensive CRM with advanced analytics and outreach | Lead management, pipeline management, CRM automation |
How to Choose The Best CRM Tool For You?
When choosing the right CRM tool, you must consider certain factors that align with your business goals and workflows. Some factors include:
- Ease of Use: CRM tools take you out of the chaos by organizing data and automating tasks. Look for a user-friendly CRM tool that is easy to use and quickly adaptable for your team.
- Workflow Automation: It should have good and customizable workflow automation such as automated emails, payment processes, billing renewals, and invoicing.
- Automated Payment and Billing: Every company needs an automated payment and billing system, with e-invoicing to streamline customer buying experience
- Integration: A good CRM tool should seamlessly integrate with third-party applications or existing software to reduce time and effort.
- Real-time Reporting: It should include a reporting dashboard with real-time customer data, buying behavior, and other important metrics to help analyze revenue growth and selling patterns.
- Affordable Pricing: The pricing structure should be budget-friendly and meet every business’ needs, without any upfront costs or hidden fees.
21. ActiveCampaign
ActiveCampaign is a comprehensive CRM and marketing automation tool that can be particularly beneficial for startups. Here’s a detailed breakdown of its pros and cons, along with advantages:
Pros
- Time-Saving Automation: Users report saving an average of 20 hours per month through automated marketing processes, allowing teams to focus on strategic tasks rather than repetitive ones.
- Versatile Communication Channels: Supports email, SMS, and ads, enabling businesses to reach customers on their preferred platforms.
- Advanced Email Personalization: Offers an intuitive email designer with over 250 pre-made templates, allowing for highly personalized and professional email campaigns.
- Sales Automation Features: Provides tools for sales engagement that help prioritize opportunities, automate task assignments, and streamline deal updates.
- Extensive Integrations: Connects with over 900 marketing tools, enhancing the ability to create customized workflows and automations across various platforms.
- Industry Flexibility: Suitable for various sectors including education, healthcare, real estate, and more, making it adaptable to different business needs.
Cons
- Learning Curve: Some users may find the platform complex initially due to its extensive features and capabilities.
- Cost Considerations: While it offers significant value, the pricing may be a concern for very small startups or those operating on tight budgets.
- Limited Free Trial: The trial period may not be long enough for users to fully explore all features before committing to a subscription.
Advantages
- Enhanced Customer Engagement: The platform’s automation capabilities can lead to better customer interactions and higher retention rates.
- Scalability: Designed to accommodate businesses of all sizes, making it a good long-term investment as startups grow.
- Data-Driven Insights: Provides analytics that help businesses understand customer behavior and optimize their marketing strategies effectively.
- Customization Options: Users can create tailored workflows that meet specific business needs, improving overall efficiency.
ActiveCampaign stands out as a robust CRM tool for startups looking to enhance their marketing efforts while saving time and resources.
Fungies: The Best CRM tool for SaaS
Fungies.io is a comprehensive platform with CRM capabilities, specifically built for SaaS business and digital products. Its key features like a no-code website builder, user-friendly interface, automated payments and billing, and a reporting dashboard help manage customer relationships, sales pipelines, and marketing efforts in one place.
Compared to other CRM tools, Fungies is best for accompanying customers’ buying experience, ensuring better retention and revenue growth. The platform has a straightforward pricing structure, i.e. 5% + $0.50 commission for every sale you make.
If you’re looking for a personalized CRM solution, Fungies offers powerful customizable features to scale your SaaS growth by optimizing customer interactions and driving sustainable revenue.
