To build and maintain customer relationships in the highly competitive SaaS space, you want things to be as easy as possible. But customer relationship management (CRM) systems usually aren’t easy.
In the past, CRM systems were often custom-built, bespoke tools that had to be installed on the premises. While that might sound fancy, it comes with lots of problems—especially if the company that built it is no longer in business.
The alternative was a complicated web of spreadsheets, which isn’t ideal for any business. ?️
Luckily, there are now plenty of software as a service (SaaS) CRMs on the market to streamline your sales process and build better relationships with your clients. And they do it all from the cloud, with the stability, reliability, and ease of access it brings.
Finding the right CRM system for your SaaS business can be daunting. That’s why we’ve done the research for you.
Here are the top SaaS CRM tools to handle all your customer information.
10 Best SaaS CRM Software for B2B Teams
What is SaaS CRM?
SaaS CRM is a type of cloud-based tool that helps businesses manage and analyze their interactions and relationships with customers. It allows SaaS companies to store and organize customer information in one central location, making it easily accessible for sales teams, marketers, and customer support.
What Should You Look for in a SaaS CRM?
Every SaaS team has different needs, but it helps to compare CRM software examples with an idea of what the best-in-class tools have.
When you’re evaluating CRM platform options for your SaaS business, consider:
- Features: Does the tool have the specific must-have features you want, like lead scoring or marketing automation?
- Cross-team functionality: Do you need sales, service, and marketing in one place? Or does your SaaS company outsource some of these areas?
- Pricing: Is the tool affordable? Is there a monthly payment option?
- Speed: Does the SaaS tool run quickly and with no loading issues, allowing you to keep your own operations running smoothly?
- Compatibility: Does the SaaS CRM integrate well with your other tools?
- Scalability: Can the CRM tool scale with you as your SaaS operations grow?
As with any software tool, finding the right SaaS CRM software provider starts with considering your needs. If you need a sales-focused CRM, consider one that’s dedicated to pipeline management or closing deals. Or if you need your marketing and customer service operations in the same platform, look for an app that features both.
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Best SaaS CRM at a Glance
Tool | Best Feature | Primary Use Case | Pricing |
---|---|---|---|
All-in-one work management with customizable CRM templates | SaaS teams managing leads, tasks, and operations in one platform | Free forever; Customization available for enterprises | |
HubSpot CRM | AI-powered CRM with marketing and sales automation | Teams wanting unified marketing, sales, and service data | Free; Paid plans from $9/user/month |
Zendesk Sell | Sales CRM integrated with Zendesk support platform | Sales teams aligning with customer service for better lead handling | From $25/user/month |
Pipedrive | Sales-focused CRM with pipeline visualization and AI suggestions | Lean sales teams tracking deals and boosting win rates | From $19/user/month |
Salesforce Sales Cloud | Enterprise-ready CRM with deep customization and AI | Large sales teams needing robust automation and analytics | From $25 to $550/user/month |
Microsoft Dynamics 365 | CRM integrated with Microsoft Office and AI sales insights | B2B teams scaling operations in the Microsoft ecosystem | Custom pricing |
Oracle CX | Cross-team CRM with sales, service, and marketing integration | Enterprises managing complex customer journeys | Contact for pricing |
NetSuite CRM | CRM combined with ERP and finance tools | SaaS companies aligning sales and financial operations | Contact for pricing |
SugarCRM | Customizable workflows with predictive insights and automation | Teams building tailored CRM processes with AI forecasting | From $19 to $135/user/month |
Freshsales | Unified sales and marketing CRM with Freddy AI | Growth-stage teams needing AI-driven lead prioritization | Free; Paid plans from $11/user/month |
Zoho CRM | Budget-friendly CRM with customizable automation and dashboards | Startups and SMBs wanting flexibility without high costs | Free; Paid plans from $20/user/month |
The 11 Best SaaS CRMs to Use
Find your way to the best CRM for SaaS faster with our handpicked guide to the best SaaS CRMs.
1. – Best for all-in-one sales, CRM, and work management for SaaS teams
is a flexible, all-in-one work platform that can be tailored into a powerful CRM for SaaS teams. ’s CRM centralizes customer information, visualizes sales pipelines, and streamlines collaboration—all within the same workspace you use for project and task management.
Use to visualize your sales and lead pipelines, automate repetitive sales processes, and collaborate with your team to create better client experiences.
All you need is the CRM Template by to get started.
This CRM Template helps you manage customer relationships, deals, and pipelines—all from one centralized workspace. It’s ideal for sales teams and client-focused businesses looking to get started without building a CRM from scratch.
What it can do:
- Track leads and deals across stages using a pre-built sales pipeline
- Store contact details with custom fields like name, company, and job title
- Switch between List, Kanban, and Calendar views to manage your workflow
- Assign tasks, set follow-ups, and automate routine sales actions
- Use ready-made views like “My Assignments” or “Sales Process” to stay focused
- Automate repetitive CRM tasks with Automations and leverage AI-powered features like meeting note summaries and email drafts
- Integrate with popular tools like HubSpot, Salesforce, and Zapier to connect your sales data and workflows
Use this template to see your customer relationships at a glance across more than ten different views. Track progress and work your way—whether that’s with a List View, Calendar View, or a Kanban board.
With our built-in dashboard widgets, measure impact and track a customer’s lifetime value, deal sizes, and more. See all your customer data in one place so you can make better decisions and take advantage of new opportunities.
’s CRM features are highly customizable, allowing you to create Custom Fields for orders, leads, scoring, and more. You can also assign comments for faster approvals, link related tasks, and create dependencies to clarify your sales process.
💡 Pro Tip: ’s mobile app supports CRM workflows on the go, so your sales team can update deals and contacts from anywhere.
Combine CRM features with ’s task management, resource planning, and enterprise collaboration tools to create a unified workspace for your entire team. This makes it easy to break down silos between sales, marketing, and operations.
best features:
- Simplified account management with folders and lists
- Custom fields that help you track orders, leads, scoring, and more
- Team collaboration and chat to discuss leads and opportunities
- Built-in Docs for creating project reports, proposals, SOPs, and more
- Numeric fields allow you to quickly total contract values, revenue, and more
- Built-in sales and pipeline management with custom status workflows
- Assign comments to team members and clients for faster approvals
- Custom tags allow you to sort, filter, and organize your tasks
- Link similar tasks and create dependencies to set a clear order of operations
- Use location data to sort accounts and understand where they’re based
limitations:
- With so many features, it may be overwhelming to new users at first
- Some users report challenges matching formatting when importing data from their previous CRM
pricing:
free forever
Best for personal use
Free Free
Key Features:
unlimited
Best for small teams
$7 $10
Everything in Free Forever plus:
business
Best for mid-sized teams
$12 $19
Everything in Unlimited, plus:
enterprise
Best for many large teams
Get a custom demo and see how aligns with your goals.
Everything in Business, plus:
* Prices when billed annually
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ratings and reviews:
- G2: 4.7/5 (8,300+ reviews)
- Capterra: 4.7/5 (3,700+ reviews)
📹 Watch This: How to Use AI in Sales
Want to see how AI is transforming the sales process? This short video breaks down how sales teams can use AI to boost productivity, personalize outreach, and close deals faster. It’s a must-watch if you’re exploring SaaS CRMs with built-in AI features.
2. HubSpot CRM – Best for combining marketing and sales in a single, scalable CRM
HubSpot’s CRM packs numerous advanced functionalities into an intuitive interface. The platform’s AI feature set can spot high-value prospects and deals, help you develop personalized email outreach campaigns, and summarize contact records.
Plus, HubSpot’s CRM neatly integrates with other products within its product offering. That means you can merge sales, marketing, and customer service data for a 360-degree view of your buyer’s journey.
HubSpot CRM best features:
- Built-in AI-powered forecasting tool with numerous filters and evaluation criteria—works for customer service teams too
- Access to other tools to help with lead generation and nurturing, like form builders, email marketing tools, and so on
- Access to 1,800 + apps via HubSpot’s App Marketplace
HubSpot CRM limitations:
- Large pricing gaps between paid plans can make scalability a challenge
- Some users find the platform’s customization options limited
HubSpot CRM pricing:
- Free CRM tool available
- Sales Hub Starter: $9/month per agent
- Sales Hub Professional: $90/month per agent
- Sales Hub Enterprise: $150/month per agent
HubSpot CRM rating and reviews
- G2: 4.4/5 (12,000+ reviews)
- Capterra: 4.5/5 (4,000+ reviews)
3. Zendesk Sell – Best for connecting support and sales teams around shared customer data
Zendesk Sell is the company’s answer to a modern SaaS CRM solution. The tool is designed to help you be more productive, oversee your sales pipeline, and grow your revenue.
Features like contact management, lead management, activity tracking, lead generation, and analytics are all included. The CRM for SaaS tool also links with Zendesk’s help desk platform, allowing your sales reps to manage leads and service clients more effectively. ✅
Zendesk Sell best features:
- Core CRM capability with added marketing features
- Ability to track users who visit the site thanks to GPS tracking
- View all your lead’s information and customer data on one page
Zendesk Sell limitations:
- Some users find the user interface less modern than other competitors
- There may be some challenges integrating with email systems
Zendesk Sell pricing:
- Free trial available
- Sell Team: $25/month per agent
- Sell Growth: $69/month per agent
- Sell Professional: $149/month per agent
- Sell Enterprise: Custom pricing
Zendesk Sell ratings and reviews:
- G2: 4.3/5 (490+ reviews)
- Capterra: 4.3/5 (150+ reviews)
4. Pipedrive – Best for visualizing pipelines and simplifying deal tracking for lean teams
Pipedrive touts itself as the first SaaS CRM designed by salespeople. It’s focused on viewing, managing, and optimizing your sales pipeline management and sales funnels.
Reminders and alerts help you keep track of deals, project controls, and sales forecasts automatically update so your view is always up to date. The platform also uses AI tools to suggest opportunities for startups in the sales process that you might not have considered. ?
Pipedrive best features:
- Holistic view of the entire sales process and pipeline
- Detailed reporting and analytics features including customer data
- Option to automate areas of operations, like email marketing
Pipedrive limitations:
- There are limited options when it comes to adding custom branding to the platform
- Some users wish there were more varied support options for its CRM software
Pipedrive pricing:
- Lite: $19/user/month
- Growth: $34/user/month
- Premium: $64/user/month
- Ultimate: $89/user/month
Pipedrive ratings and reviews:
- G2: 4.3/5 (2,500+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
5. Salesforce Sales Cloud – Best for enterprise sales teams needing deep customization and reporting
Sales Cloud is Salesforce’s purpose-built customer relationship management tool for storing contact information and optimizing sales management.
Like all good SaaS CRMs, Salesforce Sales Cloud makes it easy to track opportunities, leads, and deals. The tool centers on efficiency, with features like intelligence insights, forecast management, and sales automation that streamline processes and workflows. ✨
Salesforce Sales Cloud best features:
- User-friendly dashboard and interface to track the entire sales cycle
- Prompts to help you follow up with leads at the optimum time with sales forecasting features too
- Access to a marketplace of apps and SaaS crm solutions to improve sales processes and increase customer retention
Salesforce Sales Cloud limitations:
- While it’s often marked as the best CRM, there are issues with lag and speed at times
- Some users report a steep learning curve due to the number of features
Salesforce Sales Cloud pricing:
- Starter Suite (Essentials): $25/user/month
- Pro Suite (Professional): $100/user/month
- Enterprise Edition: $165/user/month
- Unlimited Edition: $330/user/month
- Einstein 1 Sales Edition: $550/user/month
Salesforce Sales Cloud ratings and reviews:
- G2: 4.4/5 (23,300+ reviews)
- Capterra: 4.4/5 (18,800+ reviews)
Check out these Salesforce alternatives!
6. Microsoft Dynamics 365 – Best for scaling B2B operations within the Microsoft ecosystem
Dynamics 365 is Microsoft’s suite of business management tools, which includes a sales platform designed to give you a better view of the customer journey. The sales cycle tool is used by sales reps and SaaS companies to for sales forecasting and CRM strategies.
Microsoft Dynamics 365’s Sales feature lets you manage and predict pipelines, analyze metrics, and streamline sales cycles with AI—all the tools you need to win new customers. ⚒️
Microsoft Dynamics 365 best features:
- Integrate smoothly with Microsoft Office
- Easy scalability to match the growth of your business
- Sophisticated reporting and analytics tools
Microsoft Dynamics 365 limitations:
- Some users find the customer engagement options to be lacking within the CRM software
- The system feels slow at times, some users report
Microsoft Dynamics 365 pricing:
Microsoft Dynamics 365 ratings and reviews:
- G2: 3.8/5 (1,600+ reviews)
- Capterra: 4.4/5 (5,800+ reviews)
Check out these SaaS management tools!
7. Oracle Advertising and Customer Experience – Best for managing complex customer journeys across sales and marketing
Oracle Advertising and Customer Experience (CX) is the software giant’s answer to a modern CRM system. The suite features a range of sales, marketing, and service applications that keeps your data connected so you’ll use it more strategically.
Oracle Sales includes features like sales automation, sales planning, and sales performance management. It also connects to Oracle Service and Oracle Marketing for better cross-team capabilities. ?
Oracle Advertising and Customer Experience best features:
- Mix of marketing automation, customer experience, and traditional CRM features
- Advanced analytics features
- Highly customizable and configurable admin and user options for sales and marketing teams
Oracle Advertising and Customer Experience limitations:
- Some of the more complex campaign features require you to have specialist knowledge to use to their fullest
- Some users wish there were better integration and API options for its CRM software
Oracle Advertising and Customer Experience pricing:
Oracle Advertising and Customer Experience ratings and reviews:
- G2: 3.9/5 (1,500+ reviews)
- Capterra: n/a
8. NetSuite CRM – Best for SaaS companies combining CRM with finance and ERP tools
Oracle makes the list again with another one of the best CRM software options on the market. Netsuite is a SaaS CRM tool that allows you to build and maintain relationships with clients across the entire customer journey to improve customer retention.
It features everything you’d expect to see in a traditional CRM system, including sales force automation, marketing automation, and customer service management.
NetSuite CRM best features:
- Highly customizable custom dashboards and reports across the CRM platform
- Built-in shortcuts to quickly find pages you use the most
- Easy to integrate with third-party applications
NetSuite CRM limitations:
- Some users wish there were more customization options for sales orders
- Slow loading times cause concern for some users
NetSuite CRM pricing:
NetSuite CRM ratings and reviews:
- G2: 4/5 (2,600+ reviews)
- Capterra: 4.1/5 (1,300+ reviews)
9. SugarCRM – Best for customizing CRM workflows with automation and predictive insights
SugarCRM blends sales, service, and marketing tools to bring you a platform that empowers you to increase efficiency, drive revenue, and create better customer experiences.
On the sales side, SugarCRM brings your focus on the right opportunities, manages your sales and lead pipelines, and improves outcomes using AI-based predictive forecasting in its CRM solution.
And the addition of their Service and Marketing tools create an all-in-one place to run your customer and marketing operations.
SugarCRM best features:
- Customizable to match your unique business needs
- Track the entire user journey with a clear timeline of customer interactions
- Easy to use on mobile devices
SugarCRM limitations:
- Some users report that there’s a lack of expected CRM features
- More advanced reporting features would be appreciated, some users report
SugarCRM pricing:
- Sell: $19/month per user
- Standard: $59/month per user
- Advanced: $85/month per user
- Premiere: $135/month
SugarCRM ratings and reviews:
- G2: 4/5 (1,100+ reviews)
- Capterra: 3.8/5 (400+ reviews)
10. Freshsales – Best for fast-growing teams that want AI-powered sales productivity
Freshsales is Freshworks’ powerful sales CRM tool. This platform makes it easier to drive revenue growth and productivity.
You get intelligent sales insights, automation features, and a unified CRM system for your sales, customer support, and marketing teams.
Freshsales also benefits from Freddy AI to help you prioritize leads and customers with AI-powered lead scoring.
Freshsales best features:
- Get notified about real-time deal opportunities from clients
- Features like built-in e-signatures make closing deals faster
- Easy access to the support team
Freshsales limitations:
- With so many filtering options, some users find the experience overwhelming
- Some users report that the traditional CRM features feel limited
Freshsales pricing:
- Free
- Growth: $11/month per user
- Pro: $47/month per user
- Enterprise: $71/month per user
Freshsales ratings and reviews:
- G2: 4.5/5 (1,200+ reviews)
- Capterra: 4.5/5 (600+ reviews)
11. Zoho CRM – Best for startups and SMBs needing a flexible, budget-friendly CRM
Zoho CRM claims to be the fastest implementation in the enterprise CRM market, giving teams the opportunity to use the features more quickly.
The platform is designed to help teams build stronger relationships with customers through segmentation, predictive intelligence, and KPIs.
It also promotes productivity through workflow, process, and campaign automation. ✨
Zoho CRM best features:
- User-friendly interface and dashboards
- Customize the experience with automations, custom fields, and workflows
- Get access to all Zoho apps in one place with Zoho One
Zoho CRM limitations:
- There may be a steep training curve for new users
- Some users wish the reporting features were more robust
Zoho CRM pricing:
- Free
- Standard: $20/month per user
- Professional: $35/month per user
- Enterprise: $50/month per user
- Ultimate: $65/month per user
Zoho CRM ratings and reviews:
- G2: 4.1/5 (2,800+ reviews)
- Capterra: 4.3/5 (6,900+ reviews)
Check out these Zoho alternatives!
Benefits of Using a SaaS CRM to Manage Customer Data
Using a SaaS CRM can provide you with numerous benefits. Some of the main advantages include:
- Centralized data: With a SaaS CRM, all your customer and sales data is stored in one place, accessible to everyone on your team.
- Improved communication: The ability to track interactions and conversations with customers allows for better communication and collaboration within your team.
- Streamlined processes: Automation features in SaaS CRMs can help streamline manual tasks, freeing up time for your team to focus on other important tasks.
- Real-time insights: With reporting and analytics features, you can get real-time insights into your sales performance and make data-driven decisions.
- Increased efficiency: With everything stored in one place and automation features, a SaaS CRM can improve efficiency within your team.
- Scalability: As your business grows, a SaaS CRM can easily scale with you, allowing for more users and data storage as needed.
The Difference Between CRM and SaaS CRM
The main difference between a traditional CRM and a SaaS CRM is the delivery method. Traditional CRMs are installed on-premise, requiring hardware and IT resources for implementation. On the other hand, SaaS CRMs are cloud-based, meaning they can be accessed through a web browser or mobile app with no installation required.
Discover a Better Alternative to Traditional CRM for SaaS Platforms
Clearly, there’s an abundance of SaaS CRM options out there. But if you’re looking for a future-focused alternative to a SaaS CRM, try for free.
Our productivity platform gives you everything that a traditional CRM does. Plus, you get the added benefit of managing all your tasks, documents, customers, marketing, and goals in one place.
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