CRM for SaaS & Technology
Revenue operations, customer success, and expansion management for SaaS and technology companies.
SaaS companies need a CRM that understands product-led growth. When your CRM can't see in-app behavior, your sales and success teams are flying blind. We build systems that connect product data to revenue operations.
Challenges We Solve
Common pain points in saas & technology, and how a custom CRM eliminates each one.
The Challenges
- Product usage data disconnected from sales and CS teams
- No unified view of customer health across touchpoints
- Expansion revenue identified ad hoc instead of systematically
- Churn detected after cancellation instead of before
Our Solutions
- Product usage integration for in-app behavior tracking
- Customer health scoring combining usage, support, and billing
- Automated expansion triggers based on usage patterns
- Churn risk alerts with proactive retention workflows
Product-Led CRM
In-app events, feature adoption, and usage patterns feed directly into your CRM. Sales gets notified when a free user hits an upgrade trigger. CS gets alerted when a paying customer stops using key features.
- Product usage tracking with feature adoption metrics
- Automated PQL (Product Qualified Lead) identification
- Customer health scoring with multi-signal aggregation
- Expansion revenue pipeline with usage-based triggers
- Churn risk alerts with automated intervention workflows
Revenue Operations Unified
Pipeline, bookings, MRR, churn, expansion: all your SaaS metrics in one system. Board-ready reporting without the spreadsheet gymnastics.
What Our Clients Say
“Moving from HubSpot to custom felt risky. Six months in, our team efficiency is up, our client satisfaction scores are higher, and we're spending $0 on per-seat licenses.”
Rachel Abrams
Principal, Professional Services
Miami, FL
Ready to Transform Your SaaS & Technology CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.