The Best CRM for SaaS Companies

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Lead generation

Lead generation

Because SMS does not pass DND and nobody reads emails, but WhatsApp marketing gets results

  • Send WhatsApp marketing blasts to your leads
  • Capture interested leads replies
  • Automatically distribute and start calling campaigns on those leads

Lead qualification

Lead qualification

Because each caller makes 150 calls per day, but to actually close deals it's important to focus only on relevant leads.

  • Easily mark and filter out uninterested leads
  • Use lead scoring to note interest level
  • Focus on best leads, increase the chances of closing the deal

User journey tracking

User journey tracking

Because when you focus on the wrong leads, your team can work super-hard without any results

  • Track each interaction with every single lead on one timeline
  • Effortlessly manage your lead communication and sales pipeline on one dashboard

lead management

Lead management

Because you cannot predict or optimize your sales if your lead pipeline is not organized

  • Find and focus on the best leads
  • Drop dead leads
  • Continuously monitor, review and update your lead pipeline

Better teamwork in sales

Better teamwork in sales

Because a single executive may not close big deals, but with collaborative work it becomes easy

  • Easily transfer leads along with complete history across departments
  • Efficiently answer all their queries
  • Ensure the best buying experience and close more deals faster

Retargetting

Retargetting campaigns

Because you'll miss 75% of the deals if you let go of the leads who didn't buy the first time

  • Easily mark and filter the leads that are relevant for dent purchase
  • Warm-up and reheat them with WhatsApp blast messages
  • Run calling campaigns for leads that become re-interested

Improve customer experience

Improve customer experience

Because when you provide customers with the best service every step of the way they become your brand ambassadors

  • Integrate usage tracking of your SaaS with CRM and discover how customers truly engage with your product
  • See where most users are falling off and make improvements
  • Run customer education campaigns through WhatsApp blasts

Customer retention

Customer retention

Because no matter how well you sell, if you don't retain your customers you'll always have a loss-making SaaS business

  • Track user activity in CRM
  • Automatically mark endangered users
  • Run retargeting campaigns to educate them and reduce your churn

FAQs

All these 6 parts combined form the user journey, and TeleCRM is the only CRM that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire stock sales workflow.
  1. Lead Management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

SaaS CRM solution is a type of CRM software that SaaS (Software as a Service) companies use for several reasons like customer management, sales management, marketing automation, customer service, daily analytics, etc.

CRM software for SaaS companies is a system that helps companies manage and track customer interactions over the phone. Some advantages of using mobile CRM software include:
  1. Sales growth: CRM software for SaaS companies helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: CRM software for SaaS companies helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, you can import data directly into TeleCRM from an excel file. Additionally, you may add custom fields to the CRM for sales data such as assignee name, expected closure, lead kind, onboarding date, etc., as well as any other fields required by your company.

SaaS companies need CRM (customer relationship management) systems to help them manage and track customer interactions over the phone. Digital marketing companies need CRM for several reasons, including:
  1. Improved customer management: CRM for SaaS companies software allows them to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: CRM for SaaS companies automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation: TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The features of CRM for SaaS companies typically include:
  1. Customer calling management: SaaS CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: to help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.