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SaaS Sales CRM

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