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The Best SaaS CRM Software for Your Business

As a software-as-a-service (SaaS) company, you need business software just as much as your clients do. One particularly important component of your SaaS tech stack should be a solid CRM system. Sourcing a CRM for SaaS is the best way to manage and improve customer relationships and retention.

Nutshell is the optimal software for helping you build better relationships with your customers and boost your revenue. Keep reading to find out more.

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Why you should invest in a CRM for SaaS

While the SaaS industry covers a broad software product market, one element connecting these businesses is the need to build lasting customer relationships. And where does the answer lie? In software, of course.

One of the primary reasons your SaaS business needs its own CRM is that it helps you better understand your audience. As any marketer knows, understanding your audience is crucial to succeeding in your advertising and sales endeavors.

In addition, offering software as a service typically means that purchases are subscription-based. As such, ensuring consistently positive customer experiences is paramount to retaining customers and reducing churn. A great CRM platform can help with that.

Investing in an advanced CRM system will benefit your SaaS organization in a myriad of ways, including the following:

  • Refined pipeline management to support your sales process, moving prospects through the pipeline and encouraging more won deals.
  • Better contact management that lets you organize data, segment customers, monitor leads, oversee interactions, and share quality information internally.
  • Dynamic task and activity automations to improve team efficiency and productivity, giving them time to focus on high-value sales, marketing, and service tasks.
  • Improved lead attribution so you can identify exactly which marketing channels produce the best lead quantity and quality, helping you maximize your marketing efforts.
  • Enhanced email marketing tools that make it easy to set up marketing campaigns and schedule drip sequences, helping you nurture prospects and build strong customer relationships.

Essential CRM for SaaS features to boost retention

Depending on your SaaS offering, you’ll need a CRM system to support your sales, marketing, and customer support initiatives. In other words, there are a number of features to look out for to ensure you get the most out of your SaaS CRM solution.

Your SaaS sales cycle likely comprises several components, given that each prospect and customer’s buyer journey may differ. If prospects sign themselves up via your website, they may bypass your sales team altogether. At the same time, your team may need to schedule meetings and product demos with customers who have more specific needs.

When it comes to marketing, you’ll need a CRM system that can help you generate and capture prospect information and let you assign leads to relevant sales pipelines. Your marketing team will also need email marketing tools to engage with prospects and customers regularly.

The ideal SaaS CRM will also provide your customer support team with easy access to critical customer information, helping them resolve issues quickly. They’ll also all have access to the same information as the rest of your company, ensuring consistent service delivery at every touchpoint.

Nutshell is the leading CRM for SaaS companies, offering a host of robust features to support your SaaS business, including the following:

Seamless contact management to enhance service delivery

an activity dashboard of a lead in Nutshell

Contact management is at the heart of what a CRM does. But you want a CRM solution that does more than just store and organize your contact details. Nutshell helps you bring in all your essential customer and prospect information, creating a central hub for your contact data

Create custom fields to organize the information in a way that makes sense for your business. Use tags and a broad selection of filters to further sort and segment contact lists and records. Nutshell will also scan the World Wide Web for additional contact information to fill in the blanks where information is missing.

Here’s what you can look forward to when you choose Nutshell for your contact management needs:

  • Import all the information you need from any source with ease, including emails, calendar events, and contact details.
  • Manage all your contact data, including call notes, video call transcripts, and email conversations, in an easy-to-navigate timeline within each record.
  • Make organizing complex organization data a breeze with our company hierarchy feature.
  • Use our Pinned Notes feature to keep crucial customer information top of mind.
  • Log call and meeting activity from any device, including your phone.

Custom pipeline management to optimize your sales process

a screenshot of the arrowgrid open leads page

With leads of varying values coming in from several sources, you’ll want to create several pipelines to facilitate different sales processes. For example, individuals signing up for a trial may fall within a specific pipeline that involves personalized email engagement and follow-ups.

On the other hand, enterprise companies looking for a more advanced solution would need one-on-one contact with a sales team member. This could be in the form of calls and meetings and may include custom proposals and product demonstrations.

Nutshell lets you tailor your sales pipeline according to your SaaS business’s needs with the following features:

  • Effortlessly view and track your leads with four different core pipeline views, including list, map, chart, and board view.
  • Customize views using filters and tags and share these with colleagues and teams.
  • Easily adjust lead values and scores so you can prioritize high-value and hot leads, highlighting them on your dashboard and task lists.
  • Customize how information is displayed on your lead board cards so you can view the information that’s most important to you at a glance.

Sales automation to minimize time-wasting tasks

Sales Email Drip

One of the worst things about working without a CRM is that you have to spend hours of your time painstakingly gathering customer data all on your own. But not with Nutshell.

We built our SaaS CRM specifically to minimize the time you spend on repetitive tasks by including email automation. Any day-to-day tasks that we could automate, we did, freeing you up to spend more time closing deals and managing other aspects of your sales efforts.

With Nutshell’s sales automation features, you can accomplish so much more, including:

  • Reduce the time spent on non-sales and repetitive administrative tasks by setting up automations to get them done.
  • Automatically move leads from one pipeline stage to the next when specific, predetermined criteria are met.
  • Ensure your sales team knows the next best action to take to move a lead further in the pipeline with automated task initiation, reminders, and alerts.
  • Send automated, personalized email replies and follow-ups to keep prospects engaged.
  • Measure your sales funnel performance with Nutshell’s automated funnel report and identify stages that may need some attention.

Marketing tools to generate leads and encourage customer retention

a screenshot of an email from Charles Berry to Ann New

A good CRM in itself is a powerful growth tool, but when coupled with state-of-the-art marketing tools, you have a system primed to boost revenue and profitability. Nutshell provides SaaS businesses with just the right tools for the job.

Leverage world-class marketing tools that help you promote your SaaS products, gather leads, nurture prospects, and develop lasting customer relationships. And simplify your marketing efforts with all your customer data and tools housed in one place—your CRM platform.

Here’s a peek at some of the marketing tools you’ll have access to when you choose Nutshell as your CRM for SaaS:

  • Create and embed Nutshell Forms to your web or landing pages, and Nutshell will automatically create a lead, person, or company record with the information gathered.
  • Use the Nutshell Landing Pages tool to design professional-looking landing pages from scratch, or take advantage of our library of eye-catching landing page templates.
  • Elevate your marketing strategy with our email marketing features that let you set up highly effective personalized email sequences, robust drip campaigns, newsletters, and broadcasts.
  • Optimize your marketing approach with A/B testing capabilities present in both our email marketing and Landing Pages tools.

The Best SaaS Next-Action Sales & Marketing CRM

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Maximize your productivity with a host of CRM integrations

Integrations are another crucial aspect to look out for when choosing your ideal CRM solution. Picking a CRM system that facilitates connections with leading productivity tools, communication apps, lead generation software, and more is best. And finding a CRM that integrates with your SaaS company’s favorite software is the first prize.

At Nutshell, we understand the benefits of linking and working together with all your essential business applications. That’s why we provide thousands of CRM software integration options, including some of the world’s most popular apps, such as Google, Office 365, QuickBooks Online, Slack, and WordPress.

Nutshell users with a Zapier account can capitalize on over 5,000 more integration opportunities through Zapier. And for businesses with specific integration needs, you can always reach out to our integration engineers to find out whether a custom integration is possible.

Expand your capabilities with the following Nutshell CRM integration options:

  • Lead generation integrations: Nutshell offers various lead generation integrations that can help you find more prospective customers, add more leads to your sales pipeline, and increase your conversions.
  • Communication integrations: Stay in touch with your team, customers, and leads by integrating your Nutshell CRM with communication tools like Intercom, Kixie, Zoom, Microsoft Teams, RingCentral, Skype, and more.
  • Email sync integrations: Sync your emails, calendar events, and contact information with Nutshell for easy communication and engagement management from a central hub.
  • Automation integrations: Streamline your operation and increase team efficiency by automating communication between Nutshell and the rest of your tech stack with several automation integrations at your disposal.
a graphic showing various logos connected to one for Nutshell

Why Nutshell is the best SaaS CRM


Generating leads, creating positive experiences, building relationships, and retaining customers—These are the primary goals of any SaaS company. To achieve these goals, you must be mindful of the software you choose to include within your tech infrastructure.

Choosing a CRM platform that aligns with your business goals is critical, which is why SaaS businesses prefer Nutshell. Apart from being a CRM powerhouse packed with plenty of essential features, Nutshell is also easy to use and comes with a handy mobile app, so you and your team can stay connected on the go.

Nutshell also offers SaaS sales, marketing, and customer support teams the following valuable benefits:

But don’t just take our word for it.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
a logo for Nutshell Foundation with an orange acorn

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
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a Nutshell Pro logo with an orange acorn on a blue background

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
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Nutshell Power AI logo

Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
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When you choose Nutshell as your SaaS CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Upgrade your SaaS CRM capabilities with Nutshell

We believe that Nutshell is the optimal CRM for SaaS companies. Our award-winning sales platform offers incredible ease of use, sales automation capabilities, in-depth reports, and the best customer service you’ll find. With our CRM tool, you can take your customer relationships to new heights and boost your revenue down the line.

Want to see what Nutshell can do for your SaaS company? Try it out for free for 14 days!

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