CRM for SaaS and software companies

Trials, demos, security review, renewal. In that order.

Software deals have two stages most CRMs do not ship with: security review and procurement. They are where deals stall, and they are where a follow-up rule earns its keep. After the close, the renewal date is the field that matters for the next twelve months.

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What the copilot builds for you

• Pipeline stages: Trial or demo booked → Demo done → Quote sent → Security review → Procurement → Closed won → Closed lost
• Fields you track: Annual contract value · Seat count · Plan tier · Renewal date
• Follow-up rule: In Security review for more than 10 days: create a follow-up task for the owner.
• Saved view: Renewals due in the next 90 days.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
• Your support desk (early): Zendesk, Intercom and Freshdesk tickets become cases on the account, and Decagon conversations land on the contact.

Say it in your own words

Prospects sign up for a trial or book a demo. After the demo we scope seats and send a quote; bigger deals go through security review and procurement. We close on an annual contract and track ACV, seats, plan and renewal date.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

• HubSpot alternative for teams that just need the CRM
• Salesforce alternative you can change yourself
• Pipedrive alternative with more room to grow
• Zoho CRM alternative that is one tool, not fifty
• Turn your spreadsheet into a real CRM
• Custom CRM without building a custom CRM

Built for your kind of business

• CRM for B2B sales teams
• CRM for consulting and professional services firms
• CRM for marketing and creative agencies
• CRM for recruiting and staffing agencies
• CRM for commercial real estate brokers
• CRM for construction contractors
• CRM for wholesale distributors
• CRM for equipment dealers
• CRM for manufacturer's representatives
• CRM for field and technical service companies
• CRM for nonprofit fundraising

The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy