Pipedrive for SaaS companies

SaaS companies need a CRM that is easy-to-use and fully customisable. Pipedrive is the perfect CRM for both big-ticket SaaS companies selling annual, high-value plans or businesses that sell by-the-seat monthly subscription-based plans.  

Motii has customised Pipedrive for many SaaS companies and it is one industry in which we do a lot of work. We can take you through our SaaS demo environment and even show you how to customise it to suit your business live on the call. But don't just take our word for it, check out the testimonial from John Croll of Truescope at the bottom of this article.

Here are 12 reasons why Pipedrive is perfect for SaaS companies:

1. Pipedrive is easy to use and navigate. This makes it perfect for busy SaaS companies who need a CRM that is simple to get up and running.
2. Pipedrive can be tailored to fit the needs of your company. Most SaaS businesses require the following pipelines: outreach, sales, customer success, renewals and onboarding. These can be easily set up in Pipedrive and you can automate the flow of Deals between the pipelines and even auto-create Deals and reminder activities for an upcoming contract renewal
3. Data segmentation is crucial for Saas companies. In Pipedrive it is easy to setup custom fields that not only allow for easy reporting but make sure you can easily segment your database for marketing purposes
4. Pipedrive open API means that it can be further customised by adding in some simple API calls to make sure that the system is tailored to your business
5. The collaboration features in Pipedrive make it perfect for SaaS companies. You can easily share deals with colleagues, assign tasks and leave comments.  
6. Pipedrive has a host of features that means that no prospect will slip through the cracks.  These include the ability to track emails, set up automatic reminders and you can even integrate your platform to automatically win Deals as they close via your site
7. The Insights reporting tool gives you everything you need to track your company's performance and helps you to see how you are doing as a business. Or you can get more granular and generate information by salesperson, product, industry, lead source and more
8. Pipedrive integrates with a range of popular tools, such as Gmail, Outlook, MailChimp, Make.com, Asana and Zapier. This makes it easy to get started with Pipedrive and start reaping the benefits
9. There is no need to worry about data security with Pipedrive. The system is certified by ISO 27001 and GDPR compliant.
10. Pipedrive offers great customer support. Their live chat answer within moments and you can also access hundreds of support articles and great bite-sized videos on each feature within the system
11. Pipedrive is constantly improving its product. New features are added on a regular basis.  This means that you can be confident that Pipedrive will continue to meet the needs of your business as it grows
12. Pipedrive offers a great free trial so you can try before you buy. And if you do decide to sign up, there are a range of pricing plans to suit all budgets. Motii recommends the Professional plan for SaaS companies as that is the tier that gives you the perfect balance of features and price. If you're looking for a CRM that is easy-to-use, fully customisable and perfect for SaaS companies, then look no further than Pipedrive. With its host of features and integrations, Pipedrive is the perfect tool to help your business grow.

If you're looking for a CRM that is easy to use and fully customisable, reach out to Motii and we'll help you set up Pipedrive for your SaaS business.

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Motii was able to produce exactly the system we needed. Their team of developers and automation specialists have eliminated repetitive tasks for our team and their business analysts and data experts have guided us in setting up a system that will stand the test of time. For a SaaS business like us, to have the comfort that our internal systems are so strong gives us even more confidence as we scale.

Motii’s understanding of our industry stood out from the start. Their experience shone through and their confidence in their knowledge and their awareness of our specific company requirements combined to deliver a first-class result.

Motii have been brilliant. The changes to the system have completely transformed our sales and onboarding teams' approaches. The ease of use and intuitive setup has given them more confidence in the system. This translates to better reporting and a deeper analytical understanding of our sales processes

We have a big team and Motii was able to provide customised training for our teams across all our juristrructions

Working with Motii has given us the confidence that our expansion plans are underpinned by a world-class Pipedrive setup built specifically for SaaS companies like ourselves

John Croll, Truescope

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