Systems for SaaS and Tech Companies
CRM for SaaS Companies: Scale Your Business with the Right Technology
At ZRM, we develop tailored CRM solutions that integrate with your SaaS platform, automate workflows, and provide better insights, allowing your company to focus on product development and customer growth.
How We Solve Your Challenges
1. Lack of Visibility into Customer Relationships and Interactions
When customer data is scattered across multiple platforms, it becomes difficult to get a complete view of each client.
→ We centralize all customer data, ensuring that sales, marketing, and customer success teams share a unified overview of customer interactions.
2. Manual Workflows Limiting Growth
Repetitive tasks such as lead tracking, onboarding, and follow-ups consume unnecessary resources and slow growth.
→ We automate workflows and follow-ups, enabling teams to focus on high-value tasks instead of routine work.
3. Inefficient Communication Between Teams
When different departments use different systems, miscommunication and lost information become frequent issues.
→ We ensure seamless communication across sales, support, and marketing by synchronizing customer data and automating interaction history tracking.
4. Limited Insight into User Behavior and Churn Risks
Without precise data on how customers use your platform, predicting churn and improving user experience becomes challenging.
→ We track user behavior and engagement data, allowing customer success teams to proactively address churn risks and improve retention.
Custom-Built for SaaS Growth
SaaS companies operate in a dynamic and competitive market, where scalability, automation, and deep customer insights are crucial for growth. However, many businesses struggle with fragmented customer data, inefficient manual processes, and limited visibility into the customer journey – creating bottlenecks across sales, onboarding, and customer success.
At ZRM, we build custom CRM solutions that integrate with your SaaS platform, automate workflows, and enhance customer insights—helping your business scale efficiently.
Why Use a Custom CRM?
Many SaaS companies rely on multiple disconnected systems for sales, onboarding, and customer success, leading to inefficiencies and data silos.
With ZRM’s CRM, you can:
✔ Gain a unified view of your customers and their lifecycle
✔ Automate repetitive processes to minimize manual work
✔ Build better retention strategies based on real-time data
Optimize Your Sales Pipeline
Lead and Pipeline Management
A structured overview of leads and customers is crucial for SaaS growth. Our CRM ensures that all potential customers are managed systematically by:
✔ Tracking and analyzing leads through the entire sales funnel
✔ Automating follow-ups, ensuring no leads fall through the cracks
✔ Visualizing the pipeline from initial contact to conversion
Enhance Customer Success
Automated Onboarding & Retention
Onboarding is a critical phase in SaaS, where a structured process leads to higher retention rates. Our CRM:
✔ Automates onboarding flows, ensuring new users receive the right guidance
✔ Provides customer success teams with real-time insights into platform usage
✔ Sends churn risk alerts, enabling proactive customer engagement
Customer Case
We Helped Resights
Resights, a fast-growing SaaS company providing real estate data, needed a CRM that:
✔ Integrated with their platform to track customer behavior
✔ Automated sales and onboarding, accelerating customer activation
✔ Centralized customer data, unifying sales, support, and marketing in a single system
“ZRM consolidated all our data into one central system with automation. Before, our customer data was scattered across platforms, and we spent too much time on manual tasks.”
— Lars Horsbøl Sørensen, CEO, Resights
Streamline Subscription Management & Billing
Automated Subscription Handling
For SaaS businesses with subscription models, our CRM simplifies billing, contract management, and upgrades by:
- Integrating with your payment system, ensuring automatic subscription updates
- Automating invoicing and payment reminders
- Facilitating easy upgrades or downgrades based on customer needs
Make informed decision
Customer Data & Dashboards
Real-time data access is crucial for decision-making in SaaS.
Our custom dashboards provide insights into:
✔ Key SaaS metrics, including MRR, churn rate, and customer growth
✔ Real-time customer interactions and platform usage
✔ AI-powered forecasting for data-driven decision-making
Danish Support & Operations
For SaaS companies working with complex projects and high-value customers, reliability and support are crucial. That’s why we offer:
✔ Danish development and support from SaaS industry experts
✔ GDPR-compliant data security to protect sensitive customer information
✔ High-uptime solutions to ensure uninterrupted service
Our experience in SaaS has taught us that a CRM is only successful if it is user-friendly, reliable, and backed by expert support.
Tailor-Made Integrations for Your Platform
Many SaaS companies need more than just a CRM for customer management. They require integrations that support internal operations and business growth.
With ZRM’s CRM, you can:
✔ Customize solutions that match your unique business model
✔ Automate internal workflows, allowing teams to focus on scaling
✔ Leverage advanced data analytics to make informed decisions
✔ Connect your SaaS platform with CRM, ensuring seamless data flow
This enables a more data-driven and scalable SaaS business.
Companies Already Using Our Solutions
Resights
The leading real estate data platform, growing to 35+ employees, 1000+ customers, and establishing Denmark’s most comprehensive property database in just a few years.
QualiWare
Founded in 1991, QualiWare is a global leader in process and system modeling solutions, helping enterprises optimize quality management through innovative software.
Captivate
A groundbreaking event tech company, merging technology and expertise to revolutionize event planning and deliver seamless attendee experiences.
Ready for a CRM Built for SaaS?
With our deep SaaS expertise, we understand how to optimize sales pipelines, customer retention, and growth strategies.
Whether you want to enhance deal flow, gain deeper customer insights, or automate internal processes, we can customize a solution that fits your exact needs.
Let’s talk about how we can help you scale your SaaS business with the right CRM.