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.
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.