Platform Features
Not all CRM features are created equal for SaaS businesses. These are the eleven operational capabilities that directly impact trial conversion, onboarding quality, customer retention, and team efficiency at scale.
Customer Lifecycle Tracking
Map every customer across their full SaaS journey - from first trial activation through onboarding, active use, renewal conversations, and churn risk - with complete visibility at every stage.
Workflow Automation
Build multi-step automation sequences triggered by customer actions, time delays, or pipeline stage changes. Eliminate the manual work that consumes CS and sales teams as customer volumes grow.
Lead Management
Capture inbound leads from all sources into a unified pipeline. Qualify, score, and route leads automatically based on business type, company size, or product interest - with zero manual triage.
Pipeline Tracking
Configurable pipeline boards that mirror your SaaS customer journey. Drag-and-drop account management with custom fields, stage probabilities, and automated actions at each transition point.
Email Automation
Design beautiful, personalised email sequences for every stage of the SaaS customer lifecycle. A/B test subject lines, track open and click rates, and automatically branch based on engagement behaviour.
SMS Automation
Add SMS touchpoints to onboarding sequences, renewal reminders, and re-engagement campaigns. SMS outperforms email in open rates for time-sensitive SaaS communications such as trial expiry alerts.
Reporting Dashboards
Real-time dashboards tracking MRR contribution from pipeline, trial conversion rates, onboarding completion, email engagement, and customer health scores. Data your leadership team actually needs.
Onboarding Systems
Multi-step onboarding workflows that activate automatically when a trial begins. Email sequences, SMS check-ins, task assignments for the CS team, and milestone tracking - all without manual coordination.
Integrations
Native connections to Stripe, Google Workspace, Slack, Zapier (5,000+ apps), Twilio, and major SaaS tools. Sync customer data bidirectionally so your CRM reflects your product reality, not an outdated snapshot.
Team Collaboration
Shared contact records, internal notes, task assignments, and conversation history that every team member - sales, CS, and support - can access instantly. No more knowledge silos when a team member leaves.
Customer Journey Analytics
Visualise where customers drop off in your onboarding funnel, which lifecycle stages have the highest churn risk, and which automation sequences drive the strongest engagement outcomes.