Top CRM Platforms for Software Sales Teams and Customer Success

As software sales and customer success teams grow, customer journey management becomes increasingly complex.

To help you stay organised and on top of every interaction, we’ve compiled a list of top CRM platforms tailored for SaaS/software sales teams and customer success.

Best CRM for collaboration and communication

HubSpot CRM (Web, iOS, Android)

A screenshot of HubSpot CRM, our pick for the best CRM for collaboration and communication

HubSpot CRM is a popular choice for SaaS/software sales teams due to its robust features and seamless integrations with other HubSpot tools, such as Marketing Hub and Service Hub.

The platform is designed to foster collaboration and communication between team members, making it easy to track customer interactions and manage deals.

The deal pipeline in HubSpot is fully customisable, allowing sales teams to create multiple pipelines with tailored deal stages.

The platform also offers a visual dashboard that makes it easy to monitor the progress of deals and forecast revenue.

With HubSpot’s native integrations and a vast ecosystem of third-party integrations, sales teams can connect to other essential tools like email, calendar, and productivity apps.

HubSpot CRM’s features include contact and company management, email tracking and notifications, and meeting scheduling.

Additionally, the platform offers a robust set of sales automation tools, such as email sequences, templates, and task management.

The platform also supports sales teams with live chat and chatbot functionality, making it easier to engage with customers and prospects.

HubSpot CRM Price: Free (with limited features); Sales Hub starts at $45/month/user

Best CRM for data-driven sales teams

Pipedrive (Web, iOS, Android)

A screenshot of Pipedrive, our pick for the best CRM for data-driven sales teams

Pipedrive is a CRM designed specifically for sales teams and is a perfect fit for SaaS/software sales teams that are driven by data.

The platform’s intuitive user interface helps sales reps stay organised, track deals, and manage customer interactions effectively.

Pipedrive’s customisable sales pipelines provide a visual overview of the sales process, making it easy to manage deals and track progress.

With advanced reporting and analytics features, sales teams can measure performance, identify trends, and optimise their sales strategies based on data.

The platform also offers a wide range of sales automation features, including email templates, custom activity types, and workflow automation.

Pipedrive’s marketplace offers a variety of integrations with popular tools like Slack, Trello, and Google Workspace.

Pipedrive Price: From $12.50/month/user

Best CRM for customer success management

Gainsight (Web)

A screenshot of Gainsight, our pick for the best CRM for customer success management

Gainsight is a leading customer success platform that empowers SaaS/software sales teams to manage customer relationships effectively and drive customer retention.

With Gainsight, sales teams can create a complete view of the customer journey, monitor customer health scores, and proactively address customer needs.

The platform’s core features include customer success management, customer health monitoring, and customer segmentation.

Gainsight also offers a variety of automation tools, including playbooks and success plans, which help sales teams scale their customer success efforts.

One of Gainsight’s standout features is its integration with popular CRM platforms like Salesforce and Microsoft Dynamics, allowing sales teams to sync customer data and gain a complete view of their customer base.

Gainsight also offers integrations with other essential tools, such as support ticketing systems, customer feedback tools, and project management platforms.

Gainsight Price: Contact Gainsight for pricing details

These CRM platforms are designed to address the unique needs of SaaS/software sales teams and customer success management.

By choosing the right CRM for your team, you can

Grow and retain your user base and customer lifetime value.

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