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, Abrams & Co Advisors
Miami, FL
“Candidate tracking, client relationships, and placement management in one system. Our fill rate improved 25% because nothing falls through the cracks anymore.”
Nicole Sanders
Managing Director, Keystone Staffing Solutions
Philadelphia, PA
“Custom quoting tool integrated into the CRM. Our estimators went from building quotes in Excel to generating professional proposals in 20 minutes flat.”
Howard Mills
CEO, Mills Metal Fabrication
Detroit, MI
“10 service trucks, 200+ jobs per week. Dispatching, customer communication, and invoicing used to be a 3-person job. Now the CRM handles 80% of it automatically.”
Craig Weston
CEO, Weston Home Services
Tampa, FL
“Intake, conflict checking, and matter management in one place. Our paralegals saved 15 hours per week on administrative tasks alone.”
Katherine Wells
Managing Partner, Wells & Associates
Washington, DC
“Our compliance team finally has real-time audit trails for every client interaction. The custom reporting dashboards give us insights our old CRM couldn't dream of.”
Michael Chang
Managing Partner, Apex Wealth Advisors
San Francisco, CA
“Lead management across 3 dealerships in one system. Internet leads get routed to the right salesperson in seconds and follow-up is completely automated.”
Jim Taggert
Dealer Principal, Taggert Auto Group
San Antonio, TX
“Mindbody was costing us $400/month and couldn't do half of what we needed. Custom CRM handles memberships, retail, workshops, and teacher training enrollment.”
Tonya Richards
Studio Owner, Flow Yoga & Pilates
Savannah, GA
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.