A CRM for SaaS is customer relationship management software built to handle the unique challenges of subscription businesses — from tracking recurring revenue to reducing churn.

• 📊 Track recurring revenue (MRR/ARR) to stay on top of growth.

• 🧪 Convert more free trials into paying customers.

• 🔄 Predict and reduce churn with customer health insights.

• 🧊 Breakcold stands out as a top choice thanks to its AI-native features to save SaaS sales teams time.

• 🤝 For sales teams: Breakcold, Pipedrive, and Close are top picks.

• 💰 For finance/analytics: ProfitWell (by Paddle) and ChartMogul excel.

• 🚀 The right SaaS CRM doesn’t just close deals — it keeps revenue flowing month after month.

• Vision Builder – Create automated workflows with a simple text prompt or short voice note. No technical skills required — just describe what you want, and Breakcold builds it for you.

• AI-Powered CRM Dashboard – A self-updating dashboard that highlights your most important tasks so you always know what to focus on.

• AI Contact Management – Automatically organizes leads into the right lists and groups by analyzing your conversations, notes, and activities.

• AI Personalities (AI Agents) – Choose an AI personality aligned with your business goals. Your dashboard then adapts, serving you daily tasks tailored to that persona.

• AI Reasoning – Every suggested task comes with context, so you’ll know exactly why it’s important and why it matters today.

• AI-Suggested Messages – Get personalized next-message suggestions that match both your tone of voice and your AI personality.

• AI Rules – Add rules to each step of your workflow for deeper customization and smarter automation.

• AI-Powered Contact Deduplication – Automatically identifies and merges duplicate contacts, eliminating hours of manual data cleanup and keeping your CRM lean and accurate.

• Advanced Data Enrichment – Powered by BetterContact, Breakcold now uses waterfall enrichment to surface verified B2B emails and phone numbers, enhancing the quality and precision of your outreach.

• AI Notetaker – Breakcold  integrates with tools like Otter, Fireflies, TL;DV, and Fathom to auto-generate and log call summaries directly into the CRM — complete with transcript links and follow-up tasks based on what was discussed.

• All-in-One Unified Inbox – Manage conversations from LinkedIn, email, WhatsApp, and Telegram in one place, so you can respond faster and never miss a follow-up.

• Social Engagement Stream – Like, comment, and engage with your leads’ posts without leaving the CRM — build relationships through meaningful and consistent interactions.

G2 - 4.7/5 (116)

Capterra - 4.8/5 (93)

• Convenient and easy-to-use interface for LinkedIn power users

• Well-structured onboarding resources, including how-to videos, flowcharts, and best practices

• Responsive and reliable customer support

• Powerful social listening capabilities for lead insights and outreach personalization

• Dependent on external services like Google and LinkedIn, which can cause bugs when those platforms update their policies

• Lacks native calling features and built-in AI functionality

• Still a developing platform with evolving features and occasional limitations

$29/user/mo

$59/user/mo

$99/user/mo

What's included:

• Auto-lead movement

• Auto-task creation

• AI Lead Processing

All Essentials Features and:

• Auto-lead movement

• Auto-task creation

• 1 Social Account (LinkedIn, X, or Whatsapp)

All Pro features and:

• Auto-lead movement

• Auto-task creation

• 3 Social Accounts (LinkedIn, X, or Whatsapp)

• Revenue Recognition & Analytics – Automatically track MRR, ARR, churn, and retention with clear dashboards for SaaS finance teams.

• ProfitWell Metrics – Free financial reporting tool for subscription businesses.

• Retention Tools – Churn reduction features like subscription dunning, retention pop-ups, and targeted win-back campaigns.

• Price Intelligently – Market benchmarking and price optimization powered by Paddle’s subscription data.

• Subscription Benchmarks – Compare performance against industry peers in real-time.

• Integrations – Works with Stripe, Zuora, Braintree, and other billing providers.

G2 - 4.5/5 (215)

Capterra - 3.5/5 (17)

• Free access to subscription metrics and financial analytics.

• Strong retention-focused features help reduce churn.

• Great for SaaS finance teams needing real-time revenue clarity.

• Deep pricing intelligence for growth optimization.

• Heavy reliance on Paddle ecosystem may limit flexibility.

• UI can feel clunky compared to modern SaaS CRMs.

• Advanced features can get pricey.

5%+50¢ /per Checkout transaction

Contact Sales

Global payments and billing seamlessly unified in one platform:

• Cross-border sales tax compliance

• Protection against fraud and chargebacks

• No migration fees, monthly fees, or hidden extras

Tailored pricing for rapidly scaling and established large-scale businesses: 

• Custom pricing to fit your business model and products 

• Get access to optional premium services and success management

• Custom migration services and implementation support

• Subscription Analytics – Track MRR, ARR, churn, LTV, and cohorts with clean, customizable dashboards.

• Revenue Recognition – Automates accounting for SaaS subscription revenue.

• Customer Segmentation – Build granular segments for upsell, cross-sell, and retention campaigns.

• Cohort Analysis – Track customer behavior and retention trends over time.

• Data Enrichment – Enrich customer records for deeper insights.

• Integrations – Connects with Stripe, Recurly, Chargebee, Braintree, PayPal, and more.

• Data Platform API – Centralize billing data into one analytics hub.

G2 - 4.6/5 (110)

Capterra - 4.7/5 (45)

• Independent and billing-agnostic compared to ProfitWell/Paddle.

• Clean UI and strong visualization tools for SaaS KPIs.

• Flexible segmentation and cohort analysis for product-led growth.

• Strong integrations with multiple billing platforms.

• Pricing can scale quickly as data volume grows.

• Advanced analytics features may require technical setup.

• Limited churn-prevention features compared to ProfitWell.

$0/mo

$119-1,439/mo

$19,900/year

For founders with less than $120K ARR: 

• SaaS metrics and dashboards

• Connect with Stripe, Intercom, Slack and more

• Unlimited users

For teams on the journey to $10M ARR: 

• Add multiple billing sources

• Build and share custom reports

• Connect your data warehouse

For teams scaling to $100M ARR and beyond: 

• Full access to sources and destinations

• One-on-one training

• Solutions engineering support and SLA

• Contact Management – Automatically enrich and organize lead data with full activity timelines and engagement history

• Deal & Pipeline Management – Visualize and customize your lead stages to track progress from initial interest to closed deal

• Lead Scoring & Segmentation – Automatically prioritize leads based on behavior, demographic fit, and engagement level

• Email Tracking & Sequences – Track opens, clicks, replies, and automate follow-ups based on lead actions

• Form & Chatbot Lead Capture – Convert website visitors into leads with dynamic forms, chat, and pop-ups

• AI-Powered Insights – Identify bottlenecks in the sales funnel and surface high-converting channels

• Marketing-to-Sales Handoff – Seamlessly pass qualified leads between teams with shared data and workflows

G2 - 4.4/5 (12,404)

Capterra - 4.5/5 (4362)

• User-friendly interface, ideal for those who aren’t tech-savvy

• Clean, intuitive platform that’s easy to navigate

• Flexible pricing plans with customizable options

• Serves as a reliable single source of truth for customer data 

• All-in-one platform that combines marketing, sales, and service tools

• Pricing may be prohibitive for solopreneurs or very small businesses

• Some users report a learning curve during onboarding

• Automation features can be rigid, limiting customization

• Reporting tools lack depth for advanced analytics

Free Tools

Starter Customer Platform

Professional Customer Platform

$0/mo

$20/user/mo

$1,450/mo

Includes:

• Free for up to 2 users

• No credit card required

• Free Marketing tools

• Free Sales tools

• Free Service tools

• Free Content tools

• Free Operations tools

• Free Commerce tools

Includes:

• Marketing Hub Starter

• Includes 1,000 marketing contacts

• Sales Hub Starter

• Service Hub Starter

• Content Hub Starter

• Operations Hub Starter

• Commerce Hub

Starter Customer Platform, plus:

• Includes 5 seats

• Additional seats start at $50/mo

• Marketing Hub Professional

• Includes 2,000 marketing contacts

• Sales Hub Professional

• Service Hub Professional

• Content Hub Professional

• Operations Hub Professional

• Commerce Hub

• Funnel Insights & Sales Metrics – Gain visibility into your pipeline performance by tracking sales velocity, conversion rates, and deal progression to identify friction points and accelerate growth.

• Team & Rep Analytics – Monitor team productivity with flexible performance dashboards, spotlighting top sellers and revealing coaching opportunities based on real data.

• Centralized Communications Hub – Manage all your customer interactions—including email, SMS, and phone calls — within one platform, with activity automatically logged for full context.

• Multi-Channel Sales Sequences – Launch personalized outreach campaigns across channels using automated emails, call tasks, and follow-up reminders.

• Process Automation Tools – Eliminate repetitive work by building custom workflows that streamline lead nurturing, follow-ups, and pipeline updates.

• Lead Tracking & Prioritization – Organize your leads by stage, score, or activity, making it easier to focus on high-potential opportunities and assign tasks to the right team members.

• High-Volume Calling with Power Dialer – Speed up outbound efforts with an integrated power dialer that helps reps make more calls in less time.

• AI-Powered Call Assistant – Improve call effectiveness with live transcription, smart note-taking, and automated summaries that reduce manual work and keep reps focused on selling.

G2 – 4.7/5 (1,044)

Capterra - 4.7/5 (161)

• Clean, user-friendly interface with a minimal learning curve

• Robust calling features and automation tools, including Power Dialer

• Two-way email sync for seamless communication tracking

• Effective and intuitive email outreach workflows

• Cost-effective compared to many competitors with similar features

• Helps streamline productivity and team communication

• Highly customizable via open API for advanced use cases

• No free version available — only a free trial

• No native integration with LinkedIn, requiring third-party tools

• Smart View filters can be overwhelming or tedious to set up

• Workflow features are limited compared to top competitors

• SMS functionality restricted to the US, Canada, UK, and Australia

• Some features are gated behind higher-tier pricing plans

• Users report occasional slow load times and connectivity issues with calling

$49/user/mo 

$109/user/mo

$149/user/mo 

Included in all Close plans:

• Unlimited contacts & leads

• Multiple pipelines

• Advanced lead & activity filters

• Built-in email, calling & SMS

• Centralized inbox & task lists

Everything in Essentials plus:

• Automated workflows

• Power Dialer

• AI Email Assistant

• Custom Activities

Everything in Growth plus:

• Role-based access & permissions

• Lead visibility rules

• Predictive Dialer

• Unlimited call recording

• Contact/Company Management – Build dynamic profiles with real-time updates, custom fields, and relationship tracking.

• Data Enrichment – Pull in relevant data from across the web to keep your records fresh, accurate, and complete.

• Sales Reporting and Analytics – Visualize pipeline performance, monitor deal progress, and track team activities with flexible dashboards.

• AI Powered Research Agent (Claygent) – Use AI to gather deep insights about prospects, companies, and industries—directly within your CRM.

• Custom Workflows – Design processes that reflect how your agency actually works, whether you're tracking deals, partnerships, or projects.

• Workflow Automations – Automate repetitive tasks like follow-ups, lead scoring, and record updates to save time and reduce human error.

• Collaborative Data Views – Share filtered views with your team to align on goals, track progress, and stay organized across departments.

G2 - 4.8/5 (18)

Capterra - 4.2/5 (5)

• Extensive customization options for fields, views, and workflows

• Intuitive, Notion-style interface that feels modern and flexible

• Powerful automation tools for streamlining repetitive tasks

• User-friendly and easy to onboard, even for non-technical teams

• Limited number of native third-party integrations

• Some advanced features rely on third-party tools (e.g., via API or Zapier)

• Minor UI/UX hiccups as the product is still evolving

$0/user/mo

$29/user/mo

$59/user/mo

Custom

For individuals to get started

• Real-time contact syncing

• Automatic data enrichment

• Up to 3 seats

Built for single teams

• Private lists

• Enhanced email sending

• No seat limits

For growing, multi-team orgs

• Call Intelligence

• Advanced data enrichment

• Priority support

For large organizations

• Unlimited

• objectsSAML and SSO

• Flexible invoicing

• AI Deal Guidance – Leverage intelligent prompts and win probability scores based on real-time CRM activity to focus on the deals that matter most.

• Custom Forecasting & Sales Reports – Build tailored dashboards to analyze revenue trends, deal health, and conversion rates — all in one place.

• Performance Dashboards & Goal Tracking – Set sales targets and track rep or team performance visually, making it easy to stay aligned and motivated.

• Visual Pipeline Control – Move deals through stages with drag-and-drop simplicity, schedule next actions, and get real-time visibility into deal momentum.

• Lead Progress Monitoring – Monitor each lead’s journey from initial contact to conversion, assign follow-ups, and prioritize outreach based on lead quality.

• Sales Task Automation – Cut down on repetitive tasks with smart workflows that handle data entry, email reminders, and pipeline updates automatically.

• AI Sales Productivity Suite – Access built-in tools like email writing assistance, summary generation, and LeadBooster to streamline prospecting.

• Extensive App Integrations – Sync with 350+ tools—including Gmail, Slack, Zoom, Klenty, and Wingman—to create a truly connected sales tech stack.

• Mobile CRM Functionality – Manage your pipeline, respond to leads, and access reports from anywhere with full-featured mobile access.

G2 - 4.3/5 (2,445)

Capterra - 4.5/5 (3047)

• Well-structured onboarding materials, including FAQs and videos

• Offers a wide range of integrations with third-party tools

• Strong automation and AI features that boost productivity

• Quick and easy setup with minimal learning curve

• User interface can feel dated or unintuitive for some users

• No free plan available — paid tiers start quickly

• Customer support can be slow or inconsistent.

• No native LinkedIn integration for lead importing

• Some users report occasional bugs and performance issues

$19/user/mo

$34/user/mo

$64/user/mo

Key features:

• Lead, calendar and pipeline management

• Seamless data import and 400+ integrations

• Create activity, deal and contact reports with AI

• Personalized onboarding

Essential Plan +

• Full email sync with templates, open and click tracking and group emailing

• Automations builder, including email sequences

• Meeting, email and video call scheduling

• Live chat support

Advanced Plan +

• AI-powered Sales Assistant and emailing tools

• Contract and proposal management with e-signatures

• Streamlined lead routing and team management

• Revenue forecasts and custom field reporting

• Extra data entry and data quality settings