SaaS Sales CRM
B2B sales CRM with pipeline management, subscription tracking, and churn prediction.
SaaS Sales CRM is built specifically for software companies selling subscriptions. Unlike generic CRMs, it understands the unique metrics and workflows of SaaS businesses—from lead qualification through the sales cycle to ongoing customer success and expansion revenue.
Track your pipeline with revenue-weighted forecasting that accounts for deal probability and contract values. Monitor customer health scores to predict and prevent churn. Identify expansion opportunities and track net revenue retention across your customer base.
Whether you're a bootstrapped startup or a scaling SaaS company, this template gives you the sales infrastructure you need without the six-figure price tag of enterprise solutions.
Why Choose SaaS Sales CRM?
Discover how this template can transform your technology operations
Accurate Revenue Forecasting
Pipeline weighted by stage probability and historical win rates. See ARR/MRR projections that you can actually rely on for planning.
Reduce Churn Before It Happens
Customer health scores based on product usage, support tickets, and engagement. Get alerts when accounts show warning signs.
Find Expansion Revenue
Identify upsell and cross-sell opportunities based on usage patterns, plan limits, and customer signals. Grow accounts systematically.
Understand Your Metrics
Built-in SaaS metrics dashboard with CAC, LTV, payback period, net revenue retention, and cohort analysis. Know your unit economics.
Align Sales and Success
Seamless handoff from sales to success with full context. Shared view of the customer journey from first touch to renewal.
Integrate Your Stack
Connect with your product analytics, billing system, and support tools. Build a complete view of every customer.
Who Should Use This Template?
This template is designed for healthcare professionals and organizations of all sizes
SaaS Startups
Early-stage software companies building their first sales process and needing to track metrics that matter to investors.
B2B Sales Teams
Sales teams selling to businesses who need pipeline management, forecasting, and deal tracking.
Customer Success Teams
CS teams managing renewals, tracking health scores, and identifying expansion opportunities.
Revenue Operations
RevOps teams needing unified data across sales, success, and marketing for accurate reporting and forecasting.
How to Get Started
Go from template to production in four simple steps
Set Up Your Pipeline
Configure deal stages, probability weights, and required fields to match your sales process. Import existing pipeline from your current CRM.
Connect Your Data
Integrate with your billing system (Stripe, Chargebee) for accurate revenue data. Connect product analytics for usage insights.
Configure Health Scoring
Define the signals that indicate customer health in your business—usage patterns, support interactions, payment status, and engagement.
Start Selling and Retaining
Your team can immediately start working deals, tracking customers, and getting insights to grow revenue.
Features Included
Common Use Cases
Built With Modern Tech
Integrations
Frequently Asked Questions
Everything you need to know about the SaaS Sales CRM template
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Ready to Build Your Technology Solution?
Start building with SaaS Sales CRM today. Full source code included, deploy in days not months.
No credit card required. Export your code anytime.