To build and maintain customer relationships in the highly competitive SaaS space, you want things to be as easy as possible. However, customer relationship management (CRM) systems usually aren’t easy.
In the past, CRM systems were often custom-built and installed on-premises. While that might sound impressive, it came with major drawbacks—especially if the original vendor went out of business.
The alternative was a complicated web of spreadsheets, which isn’t ideal for any business.
Luckily, plenty of software-as-a-service (SaaS) CRMs are now on the market to streamline your sales process and build better relationships with your clients. And they do it all from the cloud, with the stability, reliability, and ease of access it brings.
Finding the right CRM system for your SaaS business can be daunting. That’s why we’ve done the research for you.
Here are the top SaaS CRM tools to handle all your customer information.
11 Best SaaS CRM Software for B2B Teams
- What is SaaS CRM?
- What Should You Look for in a SaaS CRM?
- Best SaaS CRM at a Glance
- The 11 Best SaaS CRMs to Use
- 1. ClickUp (Best for all-in-one sales, CRM, and work management for SaaS teams)
- 2. HubSpot CRM (Best for combining marketing and sales in a single, scalable CRM)
- 3. Zendesk Sell (Best for connecting support and sales teams around shared customer data)
- 4. Pipedrive (Best for visualizing pipelines and simplifying deal tracking for lean teams)
- 5. Salesforce Sales Cloud (Best for enterprise sales teams needing deep customization and reporting)
- 6. Microsoft Dynamics 365 (Best for scaling B2B operations within the Microsoft ecosystem)
- 7. Oracle Advertising and Customer Experience (Best for managing complex customer journeys across sales and marketing)
- 8. NetSuite CRM (Best for SaaS companies combining CRM with finance and ERP tools)
- 9. SugarCRM (Best for customizing CRM workflows with automation and predictive insights)
- 10. Freshsales (Best for fast-growing teams that want AI-powered sales productivity)
- 11. Zoho CRM (Best for startups and SMBs needing a flexible, budget-friendly CRM)
- Benefits of Using a SaaS CRM to Manage Customer Data
- The Difference Between CRM and SaaS CRM
- Simplify Customer Management With the Right SaaS CRM
Summarize this article for me pleaseWhat is SaaS CRM?
SaaS CRM is a cloud-based tool for managing and analyzing customer interactions and relationships. It allows SaaS companies to store and organize customer information in one central location, making it easily accessible for sales teams, marketers, and customer support.
Summarize this article for me pleaseWhat Should You Look for in a SaaS CRM?
Every SaaS team has unique needs, but it’s easier to choose the right CRM when you know what the best-in-class platforms offer.
As you compare CRM software for your SaaS business, keep these essentials in mind:
- Prioritize features you’ll actually use, like lead scoring, marketing automation, or customer segmentation
- Pick a platform that works cross-functionally across sales, marketing, and support—or one that adapts well to outsourced teams
- Check for flexible pricing, especially monthly billing options that suit your budget
- Make performance a priority—slow or clunky tools can stall your workflow
- Ensure strong integrations with your existing tech stack
- Choose a CRM that scales easily as your SaaS business grows
As with any software, choosing the right SaaS CRM starts with your team’s priorities. Need to manage pipelines and close deals? Go for a sales-focused CRM. Want marketing and customer service in one place? Look for a platform that brings both together.
📮ClickUp Insight: 92% of knowledge workers risk losing important decisions scattered across chat, email, and spreadsheets. Without a unified system for capturing and tracking decisions, critical business insights get lost in the digital noise.
With ClickUp’s Task Management capabilities, you never have to worry about this. Create tasks from chat, task comments, docs, and emails with a single click!
Summarize this article for me pleaseBest SaaS CRM at a Glance
| Tool | Best Feature | Primary Use Case | Pricing |
|---|---|---|---|
| ClickUp | All-in-one work management with customizable CRM templates | SaaS teams managing leads, tasks, and operations in one platform | Free forever; Customization available for enterprises |
| HubSpot CRM | AI-powered CRM with marketing and sales automation | Teams wanting unified marketing, sales, and service data | Free; Paid plans from $9/user/month |
| Zendesk Sell | Sales CRM integrated with Zendesk support platform | Sales teams aligning with customer service for better lead handling | From $25/user/month |
| Pipedrive | Sales-focused CRM with pipeline visualization and AI suggestions | Lean sales teams tracking deals and boosting win rates | From $19/user/month |
| Salesforce Sales Cloud | Enterprise-ready CRM with deep customization and AI | Large sales teams needing robust automation and analytics | From $25 to $550/user/month |
| Microsoft Dynamics 365 | CRM integrated with Microsoft Office and AI sales insights | B2B teams scaling operations in the Microsoft ecosystem | Custom pricing |
| Oracle CX | Cross-team CRM with sales, service, and marketing integration | Enterprises managing complex customer journeys | Contact for pricing |
| NetSuite CRM | CRM combined with ERP and finance tools | SaaS companies aligning sales and financial operations | Contact for pricing |
| SugarCRM | Customizable workflows with predictive insights and automation | Teams building tailored CRM processes with AI forecasting | From $19 to $135/user/month |
| Freshsales | Unified sales and marketing CRM with Freddy AI | Growth-stage teams needing AI-driven lead prioritization | Free; Paid plans from $11/user/month |
| Zoho CRM | Budget-friendly CRM with customizable automation and dashboards | Startups and SMBs wanting flexibility without high costs | Free; Paid plans from $20/user/month |
Summarize this article for me pleaseThe 11 Best SaaS CRMs to Use
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
Find your way to the best CRM for SaaS faster with our handpicked guide to the best SaaS CRMs.
1. ClickUp (Best for all-in-one sales, CRM, and work management for SaaS teams)
ClickUp is a flexible, everything app for work that can be tailored into a powerful CRM for SaaS teams. The ClickUp CRM centralizes customer information, visualizes sales pipelines, and streamlines collaboration—all within the same workspace you use for project and task management.
Use ClickUp to visualize your sales and lead pipelines, automate repetitive sales processes, and collaborate with your team to create better client experiences.
All you need is the CRM Template by ClickUp to get started.
This template helps you manage customer relationships, deals, and pipelines from one centralized workspace. It’s ideal for sales teams and client-focused businesses that want to start without building a CRM from scratch.
What it can do:
- Track leads and deals across stages using a pre-built sales pipeline
- Store contact details with Custom Fields like name, company, and job title
- Switch between List, Kanban, and Calendar views to manage your workflow
- Assign tasks, set follow-ups, and automate routine sales actions
- Use ready-made views like “My Assignments” or “Sales Process” to stay focused
- Automate repetitive CRM tasks with ClickUp Automations and leverage AI-powered features like meeting note summaries and email drafts
- Integrate with popular tools like HubSpot, Salesforce, and Zapier to connect your sales data and workflows
Use this template to see your customer relationships at a glance across more than ten views. Track progress and work your way—whether that’s with a List View, Calendar View, or a Kanban Board.
With our built-in dashboard widgets, you can measure impact and track a customer’s lifetime value, deal sizes, and more. See all your customer data in one place to make better decisions and take advantage of new opportunities.
ClickUp’s CRM features are highly customizable, allowing you to create Custom Fields for orders, leads, scoring, and more. You can also assign comments for faster approvals, link related tasks, and create dependencies to clarify your sales process.
💡 Pro Tip: ClickUp’s mobile app supports CRM workflows on the go, so your sales team can update deals and contacts from anywhere.
Combine CRM features with ClickUp Tasks, resource planning, and enterprise collaboration tools to create a unified workspace for your entire team. This makes it easy to break down silos between sales, marketing, and operations.
ClickUp best features:
- Simplified account management with folders and lists
- Custom Fields that help you track orders, leads, scoring, and more
- Team collaboration and chat to discuss leads and opportunities
- Built-in Docs for creating project reports, proposals, SOPs, and more
- Numeric fields allow you to quickly total contract values, revenue, and more
- Built-in sales and pipeline management with Custom Status workflows
- Assign comments to team members and clients for faster approvals
- Custom tags allow you to sort, filter, and organize your tasks
- Link similar tasks and create dependencies to set a clear order of operations
- Use location data to sort accounts and understand where they’re based
ClickUp limitations:
- With so many features, it may be overwhelming for new users at first
- Some users report challenges matching formatting when importing data from their previous CRM
ClickUp pricing:
free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free Forever plus:
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited, plus:
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business, plus:
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
ClickUp ratings and reviews:
- G2: 4.7/5 (8,300+ reviews)
- Capterra: 4.7/5 (3,700+ reviews)
📹 Watch This: How to Use AI in Sales
Want to see how AI is transforming the sales process? This short video breaks down how sales teams can use AI to boost productivity, personalize outreach, and close deals faster. It’s a must-watch if you’re exploring SaaS CRMs with built-in AI features.
2. HubSpot CRM (Best for combining marketing and sales in a single, scalable CRM)
HubSpot’s CRM packs numerous advanced functionalities into an intuitive interface. The platform’s AI feature set can spot high-value prospects and deals, help you develop personalized email outreach campaigns, and summarize contact records.
Plus, HubSpot’s CRM neatly integrates with other products within its product offering. That means you can merge sales, marketing, and customer service data for a 360-degree view of your buyer’s journey.
HubSpot CRM best features:
- Built-in AI-powered forecasting tool with numerous filters and evaluation criteria—works for customer service teams too
- Access to other tools to help with lead generation and nurturing, like form builders, email marketing tools, and so on
- Access to 1,800 + apps via HubSpot’s App Marketplace
HubSpot CRM limitations:
- Large pricing gaps between paid plans can make scalability a challenge
- Some users find the platform’s customization options limited
HubSpot CRM pricing:
- Free CRM tool available
- Sales Hub Starter: $9/month per agent
- Sales Hub Professional: $90/month per agent
- Sales Hub Enterprise: $150/month per agent
HubSpot CRM rating and reviews
- G2: 4.4/5 (12,000+ reviews)
- Capterra: 4.5/5 (4,000+ reviews)
3. Zendesk Sell (Best for connecting support and sales teams around shared customer data)
Zendesk Sell is the company’s answer to a modern SaaS CRM solution. The tool is designed to help you be more productive, oversee your sales pipeline, and grow your revenue.
Features like contact management, lead management, activity tracking, lead generation, and analytics are all included. The CRM for SaaS tool links with Zendesk’s help desk platform, allowing your sales reps to manage leads and service clients more effectively. ✅
Zendesk Sell best features:
- Core CRM capability with added marketing features
- Ability to track users who visit the site thanks to GPS tracking
- View all your leads’ information and customer data on one page
Zendesk Sell limitations:
- Some users find the user interface less modern than those of other competitors
- There may be some challenges in integrating with email systems
Zendesk Sell pricing:
- Free trial available
- Sell Team: $25/month per agent
- Sell Growth: $69/month per agent
- Sell Professional: $149/month per agent
- Sell Enterprise: Custom pricing
Zendesk Sell ratings and reviews:
- G2: 4.3/5 (490+ reviews)
- Capterra: 4.3/5 (150+ reviews)
4. Pipedrive (Best for visualizing pipelines and simplifying deal tracking for lean teams)
Pipedrive touts itself as the first SaaS CRM designed by salespeople. It focuses on viewing, managing, and optimizing your sales pipeline management and funnels.
Reminders and alerts help you track deals, project controls, and sales forecasts, and they automatically update, so your view is always up to date. The platform also uses AI tools to suggest opportunities for startups in the sales process that you might not have considered.
Pipedrive best features:
- Holistic view of the entire sales process and pipeline
- Detailed reporting and analytics features including customer data
- Option to automate areas of operations, like email marketing
Pipedrive limitations:
- There are limited options when it comes to adding custom branding to the platform
- Some users wish there were more varied support options for its CRM software
Pipedrive pricing:
- Lite: $19/user/month
- Growth: $34/user/month
- Premium: $64/user/month
- Ultimate: $89/user/month
Pipedrive ratings and reviews:
- G2: 4.3/5 (2,500+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
5. Salesforce Sales Cloud (Best for enterprise sales teams needing deep customization and reporting)
Sales Cloud is Salesforce’s purpose-built customer relationship management tool for storing contact information and optimizing sales management.
Like all good SaaS CRMs, Salesforce Sales Cloud makes tracking opportunities, leads, and deals easy. The tool centers on efficiency, with features like intelligence insights, forecast management, and sales automation that streamline processes and workflows. ✨
Salesforce Sales Cloud best features:
- User-friendly dashboard and interface to track the entire sales cycle
- Prompts to help you follow up with leads at the optimum time, with sales forecasting features too
- Access to a marketplace of apps and SaaS crm solutions to improve sales processes and increase customer retention
Salesforce Sales Cloud limitations:
- While it’s often marked as the best CRM, there are issues with lag and speed at times
- Some users report a steep learning curve due to the number of features
Salesforce Sales Cloud pricing:
- Starter Suite (Essentials): $25/user/month
- Pro Suite (Professional): $100/user/month
- Enterprise Edition: $165/user/month
- Unlimited Edition: $330/user/month
- Einstein 1 Sales Edition: $550/user/month
Salesforce Sales Cloud ratings and reviews:
- G2: 4.4/5 (23,300+ reviews)
- Capterra: 4.4/5 (18,800+ reviews)
📖 Read more: Check out these Salesforce alternatives!
6. Microsoft Dynamics 365 (Best for scaling B2B operations within the Microsoft ecosystem)
Dynamics 365 is Microsoft’s suite of business management tools, which includes a sales platform designed to give you a better view of the customer journey. Sales reps and SaaS companies use the sales cycle tool for sales forecasting and CRM strategies.
Microsoft Dynamics 365’s Sales feature lets you manage and predict pipelines, analyze metrics, and streamline sales cycles with AI—all the tools you need to win new customers. ⚒️
Microsoft Dynamics 365 best features:
- Integrate smoothly with Microsoft Office
- Easy scalability to match the growth of your business
- Sophisticated reporting and analytics tools
Microsoft Dynamics 365 limitations:
- Some users find the customer engagement options to be lacking within the CRM software
- Users find the the system feels slow at times
Microsoft Dynamics 365 pricing:
- Custom pricing
Microsoft Dynamics 365 ratings and reviews:
- G2: 3.8/5 (1,600+ reviews)
- Capterra: 4.4/5 (5,800+ reviews)
📖 Read more: Check out these SaaS management tools!
7. Oracle Advertising and Customer Experience (Best for managing complex customer journeys across sales and marketing)
Oracle Advertising and Customer Experience (CX) is the software giant’s answer to a modern CRM system. The suite features a range of sales, marketing, and service applications that keep your data connected so you’ll use it more strategically.
Oracle Sales includes features like sales automation, planning, and performance management. It also connects to Oracle Service and Oracle Marketing for better cross-team capabilities.
Oracle Advertising and Customer Experience best features:
- Mix of marketing automation, customer experience, and traditional CRM features
- Advanced analytics features
- Highly customizable and configurable admin and user options for sales and marketing teams
Oracle Advertising and Customer Experience limitations:
- Some of the more complex campaign features require you to have specialist knowledge to use them to their fullest
- Some users wish there were better integration and API options for its CRM software
Oracle Advertising and Customer Experience pricing:
- Contact for pricing
Oracle Advertising and Customer Experience ratings and reviews:
- G2: 3.9/5 (1,500+ reviews)
- Capterra: n/a
8. NetSuite CRM (Best for SaaS companies combining CRM with finance and ERP tools)
Oracle makes the list again with another one of the best CRM software options on the market. NetSuite is a SaaS CRM tool that allows you to build and maintain client relationships across the entire customer journey to improve customer retention.
It features everything you’d expect to see in a traditional CRM system, including sales force automation, marketing automation, and customer service management.
NetSuite CRM best features:
- Highly customizable dashboards and reports across the CRM platform
- Built-in shortcuts to quickly find pages you use the most
- Easy to integrate with third-party applications
NetSuite CRM limitations:
- Some users wish there were more customization options for sales orders
- Slow loading times cause concern for some users
NetSuite CRM pricing:
- Contact for pricing
NetSuite CRM ratings and reviews:
- G2: 4/5 (2,600+ reviews)
- Capterra: 4.1/5 (1,300+ reviews)
9. SugarCRM (Best for customizing CRM workflows with automation and predictive insights)
SugarCRM blends sales, service, and marketing tools to create a platform that empowers you to increase efficiency, drive revenue, and create better customer experiences.
On the sales side, SugarCRM’s CRM solution uses AI-based predictive forecasting to help you focus on the right opportunities, manage your sales and lead pipelines, and improve outcomes.
The addition of their Service and Marketing tools creates an all-in-one place to run your customer and marketing operations.
SugarCRM best features:
- Customizable to match your unique business needs
- Track the entire user journey with a clear timeline of customer interactions
- Easy to use on mobile devices
SugarCRM limitations:
- Some users report that there’s a lack of expected CRM features
- Users find the reporting features limited
SugarCRM pricing:
- Sell: $19/month per user
- Standard: $59/month per user
- Advanced: $85/month per user
- Premiere: $135/month
SugarCRM ratings and reviews:
- G2: 4/5 (1,100+ reviews)
- Capterra: 3.8/5 (400+ reviews)
10. Freshsales (Best for fast-growing teams that want AI-powered sales productivity)
Freshsales is Freshworks’ powerful sales CRM tool. This platform makes it easier to drive revenue growth and productivity.
You get intelligent sales insights, automation features, and a unified CRM system for your sales, customer support, and marketing teams.
Freshsales also benefits from Freddy AI, which helps you prioritize leads and customers with AI-powered lead scoring.
Freshsales best features:
- Get notified about real-time deal opportunities from clients
- Features like built-in e-signatures make closing deals faster
- Easy access to the support team
Freshsales limitations:
- With so many filtering options, some users find the experience overwhelming
- Some users report that the traditional CRM features feel limited
Freshsales pricing:
- Free
- Growth: $11/month per user
- Pro: $47/month per user
- Enterprise: $71/month per user
Freshsales ratings and reviews:
- G2: 4.5/5 (1,200+ reviews)
- Capterra: 4.5/5 (600+ reviews)
11. Zoho CRM (Best for startups and SMBs needing a flexible, budget-friendly CRM)
Zoho CRM claims to be the fastest implementation in the enterprise CRM market, allowing teams to use the features more quickly.
The platform is designed to help teams build stronger relationships with customers through segmentation, predictive intelligence, and KPIs.
It also promotes productivity through workflow, process, and campaign automation. ✨
Zoho CRM best features:
- User-friendly interface and dashboards
- Customize the experience with automations, Custom Fields, and workflows
- Get access to all Zoho apps in one place with Zoho One
Zoho CRM limitations:
- There may be a steep training curve for new users
- Some users wish the reporting features were more robust
Zoho CRM pricing:
- Free
- Standard: $20/month per user
- Professional: $35/month per user
- Enterprise: $50/month per user
- Ultimate: $65/month per user
Zoho CRM ratings and reviews:
- G2: 4.1/5 (2,800+ reviews)
- Capterra: 4.3/5 (6,900+ reviews)
📖 Read more: Check out these Zoho alternatives!
Summarize this article for me pleaseBenefits of Using a SaaS CRM to Manage Customer Data
Using a SaaS CRM can provide you with numerous benefits. Some of the main advantages include:
- Centralized data: Stores all customer and sales information in one place, making it accessible to your entire team
- Improved communication: Tracks interactions and conversations to enhance team collaboration and customer engagement
- Streamlined processes: Automates manual tasks to free up time for more strategic work
- Real-time insights: Provides up-to-date analytics to help you track performance and make data-driven decisions
- Increased efficiency: Combines centralized data and automation to boost overall team productivity
- Scalability: Grows with your business by supporting more users and expanding data storage as needed
Summarize this article for me pleaseThe Difference Between CRM and SaaS CRM
The main difference between traditional and SaaS CRM is the delivery method. Traditional CRMs are installed on-premises, requiring hardware and IT resources for implementation. On the other hand, SaaS CRMs are cloud-based, meaning they can be accessed through a web browser or mobile app without installation.
Summarize this article for me pleaseSimplify Customer Management With the Right SaaS CRM
In the fast-paced world of SaaS, you need more than just a contact database—you need a CRM that works across your entire go-to-market team. From lead tracking and deal management to post-sale engagement, a modern CRM should help you move faster, stay aligned, and make smarter decisions with centralized data.
ClickUp is built for exactly that.
It combines task management, customer workflows, and customizable CRM templates into one connected workspace—so your sales, marketing, and operations teams can focus on driving growth, not managing tools.
And with ClickUp Brain, you can bring AI into every stage of the process—draft emails, summarize notes, generate pipeline insights, and more.
👉 Try ClickUp’s CRM solution for free and bring clarity to your customer operations.
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