B2B SaaS CRM Template

Manage complex pipelines, track accounts, and close B2B SaaS deals with AI-powered insights.

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Overview

This free template empowers you to build a fully functional, AI-powered B2B SaaS CRM application from scratch. Designed for modern software sales teams, it combines a robust database, a responsive interface, and automated workflows into one cohesive platform.

Unlike rigid off-the-shelf solutions, this system is built on Softr, allowing you to customize every aspect of your sales process—from how you capture enterprise leads to how you manage account lifecycles. It comes pre-loaded with a sample structure and dummy data, so you can immediately experience the power of AI automation and data management.

Why use this B2B SaaS CRM template

‍Automate account research: Built-in AI agents automatically scour the web to enrich your company records with industry details, employee counts, and activity descriptions—saving your SDRs hours of manual research.
Chat with your deal data: The "Ask AI" feature allows your team to have natural conversations with account histories and interaction logs to get instant answers without digging through complex deal files.
Streamlined pipeline management: Visualize your B2B sales process with a drag-and-drop Kanban board that updates your database in real-time, ensuring no high-value opportunity slips through the cracks.

Template features:

Inbound Lead Capture
Visitors can submit demo requests through a customized form that feeds directly into your B2B pipeline.
Centralized Account Database
Full contacts, companies, and deals management in one secure, relational database tailored for account-based selling.
Smart RevOps Automation
Automated deal creation and contacts/companies matching to eliminate duplicate data entry in your CRM.
Account Interaction Tracking
Keep a complete history of the relationship with interactions tracking (emails, discovery calls, notes, etc.).
Sales Task Management
Integrated tasks management to make deals progress through the funnel and ensure timely follow-ups on proposals.
ARR Revenue Dashboards
Visualize your growth with commercial performance metrics and pipeline analytics.
AI Sales Assistant
AI-powered insights and tools to empower Account Executives with instant deal summaries and data enrichment.
Integrated Email Outreach
Email sending to prospects directly from within the application interface.

Who is this B2B SaaS CRM template for?

This template is ideal for growing technology companies looking to centralize their revenue operations. It’s especially useful for:

B2B SaaS startups managing complex sales cycles
Software agencies handling multiple client accounts
Enterprise sales teams tracking high-value leads
Bootstrapped founders scaling operations with limited resources
Business development teams seeking AI-enhanced productivity
Tech consulting firms managing client pipelines and proposals
Software companies with partner or reseller programs

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your B2B SaaS CRM template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your B2B SaaS CRM is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is a B2B SaaS CRM?
A B2B SaaS CRM (Customer Relationship Management) system is a platform specifically focused on managing relationships between a software company and other businesses. It replaces scattered spreadsheets with a unified database to track enterprise leads, manage long sales cycles, and store account details, ensuring that sales teams can focus on closing contracts rather than managing admin.
How does AI improve B2B SaaS sales?
An AI-powered B2B SaaS CRM leverages artificial intelligence to automate manual tasks and uncover insights that traditional databases cannot. In this template, AI is used for automated data enrichment (finding firmographic details instantly) and generative summaries (using Large Language Models to summarize deal histories). This reduces research time and helps sales reps prepare for demos faster.
Why use a no-code CRM template instead of standard software?
Standard CRMs like Salesforce or HubSpot can be expensive and rigid for early-stage SaaS companies. A no-code CRM template built on Softr allows you to build a fully custom application that fits your exact sales motion without needing a developer. You own the data, control the costs, and can modify the interface or database structure instantly as your startup scales.
Can I customize the pipeline stages?
Yes. This system is designed for flexibility. You can fully customize the sales pipeline stages (e.g., Discovery, Demo Booked, Technical Validation, Closed-Won) to match your specific B2B sales process. The Kanban board view automatically adjusts to reflect your custom workflow.
Is this CRM secure with role-based access?
Yes. The template includes built-in role-based access control (RBAC). You can create secure user groups (such as "Admins" vs. "Sales Reps") to ensure that sensitive revenue data is only visible to management, while reps access only the accounts and tasks relevant to them.
Does the system support email automation and tracking?
Absolutely. This template can be combined with Softr workflows to enable email outreach directly into the dashboard. You can send emails to leads from within the app, and the system will automatically log the interaction in the account's history, creating a permanent record of communication for your team.