SaaS Sales CRM
A B2B SaaS pipeline from demo to closed-won, with trials and renewals
CRMSalesSaaS
About this template
A revenue workspace for B2B SaaS sales teams.
What's inside
- Opportunities — the pipeline (Lead → Demo → Trial → Negotiation → Closed Won), with MRR, plan and the champion's contact record, plus a public Demo request form for your website
- Trials — active evaluations linked to the opportunity, with seat counts and conversion status
- Renewals — the retention side: ARR, renewal status and churn-risk flag per customer
- Dashboards — pipeline MRR, deals by stage, renewals and ARR at risk
Built on the CRM module: champions and customers are Contacts, so the same person's demo, trial, deal and renewal history lives on one record.
What's inside
3 sheets0 views2 dashboards1 page13 sample rows
OpportunitiesTrialsRenewals