SaaSThe CRM that speaks SaaS: ARR, PQLs, health and renewals
Selling subscription software is its own game: the funnel starts inside the product, revenue lives in contract amendments, and every customer is re-won at renewal. SellioCRM SaaS models that entire game, account and workspace, trial and PQL, enterprise consultative selling, subscriptions with derived ARR, customer success, expansion and RevOps, in a CRM that mirrors your product and your billing instead of trying to replace them.
The workspace as the atom of usage
Account hierarchies with workspaces where usage actually happens. Every metric is measured in the right place and rolls up to the account 360, without ever confusing a workspace with an account.
Auditable ARR, never typed in
A subscription is a series of amendments. ARR is derived from them, and the waterfall (new + expansion, minus contraction and churn) closes with a reconciliation test. No hand-editable revenue fields.
Your product inside the CRM
Usage events flow in through a neutral adapter into a partitioned layer, become aggregates, and feed PQLs, activation milestones and explainable health scores. Reps see what customers do, not just what they say.
Operation profile in the wizard
Sales-led, product-led, enterprise, DevTools, cybersecurity, AI or partner-led: the setup wizard activates the vertical already shaped to your operating model, with the objects and pipelines that fit it.
Everything inside
Real product modules, ready on day one. No empty promise: every item below exists and operates today.
Account 360 and workspaces
The B2B account with a real hierarchy and the workspaces where your product is used, in one place.
- Account hierarchies (parent, subsidiaries, branches) with consolidated rollups
- Workspace as the atom of usage, with a history of workspace-to-account links
- Contacts and product users side by side, with roles and engagement
- ICP profile and fit score for segmentation and prioritization
- Duplicate detection with merge candidates
PLG: trials, product signals and PQLs
The funnel that starts in the product, with qualification declared in data, not in code.
- Trials and freemium with controlled extensions and account context
- PLG signals and activation milestones per workspace
- MQL, SQL, PQL and PQA qualification with declarative thresholds your team tunes
- B2B lead capture with a SaaS profile (domain, size, stack)
- Product-to-sales handoff at the moment of the signal, history included
Enterprise consultative selling
Long cycles and buying committees run with method, not gut feeling.
- SaaS deals with decomposed ARR (new, expansion, multi-year) from the first proposal
- Sales methodologies with methodology-specific fields
- Buying committee and stakeholders mapped on the deal
- Mutual action plan (MAP) shared with the customer
- POCs with success criteria and recorded outcomes
- Security review and procurement with trust artifacts and tracked blockers
- Sales engagement with sequences and logged touches
Catalog, CPQ and contracts
From plan to signed contract, with governed pricing and quotes that never get rewritten.
- Plan catalog with versions and add-ons
- Price books and discount policies with approval thresholds
- Quotes with line items, immutable snapshots and a trail of what was sent
- Contracts with a searchable clause repository
- E-signature and platform templates in the same flow
Subscriptions, ARR and renewals
The life of recurring revenue as a series of amendments, with renewal treated as its own pipeline.
- Subscription as a series of amendments: upgrades, downgrades, add-ons, repricing, each a dated amendment
- ARR derived from amendments and a waterfall with a closure test
- Renewals as their own pipeline, with notice windows and alerts before deadlines
- Revenue leak detection (what was sold but is not being billed)
- Billing mirror via a neutral adapter (Stripe first): invoices and payments arrive with source and as-of date
Onboarding, CS and health
From the sales handoff to the QBR, with a health score that explains instead of hiding.
- Handoff with the commitments made during the sale, item by item
- Onboarding projects with milestones and owners
- Success plans with objectives and CTAs for the CS team
- Digital CS journeys with contact pressure under control
- QBRs and business reviews with recorded decisions
- Multidimensional, explainable health score with history and visible factors
- Professional services projects with milestones, time entries and change orders
Expansion, churn and voice of the customer
The revenue that grows and the revenue at risk, with customer feedback measured in ARR.
- Expansion signals that turn into upsell and cross-sell opportunities
- Churn risk and churn events, separating logo churn from revenue churn
- Support with SaaS context: tickets and incidents linked to the account and its health
- VoC and feature requests with votes and ARR impacted per request
- Advocacy program with recorded reference permissions
- Cloud marketplaces: listings and private offers tracked in the CRM
RevOps, forecasting and the board
A revenue operation governed by declarative rules and a forecast that truly adds up.
- Declarative RevOps rules (routing, hygiene, approval thresholds) in versioned data
- Quotas per team and per period
- SaaS forecasting in 4 views that sum to net ARR, with point-in-time snapshots
- Board metrics ready for the board meeting
- Enterprise account planning with whitespace per account
- Self-service customer portal with controlled access
Governance built in
Industry rules enforced in the engine, not in a slide deck.
A mirror, not a replacement
SellioCRM SaaS mirrors your product and your billing with as-of dates and source systems, and acts through idempotent delegated actions. It never becomes a second source of truth for billing or usage.
Revenue that survives an audit
ARR is never an editable field: it derives from subscription amendments. The waterfall has a closure test, and quotes and forecasts keep immutable snapshots of what was said and when.
Scale without surprises
Usage events live in a partitioned layer and no screen reads raw data: everything goes through aggregates. The usage adapter is neutral, so you are never locked into one analytics provider.
True multi-tenancy
Row-level security in the database on every table of the vertical, per-tenant activation with a flag, and disabling never deletes: your data stays intact.
Plus the whole SellioCRM
The vertical adds to the complete platform, in the same system and with no extra subscriptions.
SellioCRM Real Estate
From lead to keys: live inventory board, hard-locked reservations, payment simulator, contracts, credit, mortgage transfer, construction and handover in one place.
Learn more →SellioCRM Health
Capture, schedule, authorize, engage and retain patients. Without turning into a clunky EHR.
Learn more →SellioCRM Financial Services
Parties, KYC, screening and households, with a decision trail that survives an audit.
Learn more →Your SaaS deserves a CRM that understands ARR
Start free with all of this included. It stays free as long as infrastructure usage always stays below US$20 a month; once you go over, you pay the month's consumption.
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