WhatsApp me

Software for SaaS companies

Custom CRM for SaaS companies

If you run an early-stage SaaS selling to small teams, you've probably seen it: demo requests wait hours for a reply. This custom CRM takes that job off your plate. A pipeline for your leads and deals, with follow-up reminders and only the fields you use.

Why SaaS companies ask for this

  • Demo requests wait hours for a reply.
  • Trial users sign up and never activate.

What it looks like in practice

Picture an early-stage SaaS selling to small teams. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.

How it works for SaaS companies

Once the custom CRM is running for an early-stage SaaS selling to small teams, this is the sequence.

  1. We map your stages and the details you track.
  2. I build a simple pipeline with search and notes.
  3. Lead sources feed in automatically.
  4. Follow-up reminders are built in.
  5. You get it deployed and own the data.

Tools it connects to

It plugs into the tools SaaS companies already use, such as Google Sheets and Postmark, and runs on Next.js, Supabase and n8n.

  • Google Sheets
  • Postmark

Questions from SaaS companies

Does the custom CRM work with Google Sheets?

Often, yes. Before building the custom CRM I check your Google Sheets account and plan, because some features depend on API access. If there's a gap for your SaaS setup, you'll know before you pay anything.

What happens if something breaks?

The custom CRM sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.

How long does it take to set up for SaaS companies?

Plan on 3 to 5 weeks from the day I get access to your accounts. Most of that is testing with your real demos and messages, so nothing goes live until it behaves the way you want.

Want this for your SaaS business?

Tell me how your SaaS business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

Get this built
Chat on WhatsApp