Too many to call
Hundreds of sign-ups and no way to see which matter.
For B2B SaaS
A CRM for B2B SaaS sales teams.
B2B SaaS teams use Flaxxa CRM to work product sign-ups like a sales pipeline. Sign-ups sync in by your own user id, scoring rules rank them on plan, company and source, qualified leads start an email sequence, and demos book through Flaxxa Calendar from the deal.
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flaxxa.com / product / crm / use-cases
By industry
How teams use CRM.
Small sales teams
Agencies
B2B SaaS
Education & admissions
- By your user id
- Upsert
- On your own fields
- Scored
- Start on qualify
- Sequences
- Back to your app
- Webhooks
01 / 03
Why do SaaS sign-ups go unworked?
Data in the product
Plan and usage live in your app, not the CRM.
Late follow-up
The best trial users hear from sales after the trial ends.
02 / 03
How do SaaS teams use Flaxxa CRM?
Sync sign-ups
Your app upserts each user as a lead with custom fields.
Score
Rules on plan, company and source band leads hot, warm or cold.
Follow up
Qualified leads enter an email sequence; hot ones are assigned by automation.
Close
Demos book from the deal, and webhooks tell your app when it's won.
03 / 03
What changes for a SaaS sales team?
Focus
Reps call the hot sign-ups first.
Speed
Follow-up starts on qualification.
Closed loop
Your product knows when a deal is won.
What you'll use most
CRM capabilities that matter to B2B SaaS
CRM API
A CRM REST API: upsert leads by your own id, bulk upsert with per-row results, idempotent creates, deals, contacts, pipelines and signed webhooks.
Lead Scoring
Rule-based lead scoring: add points for the fields and values that matter, band leads into hot, warm and cold, and rescore all leads when rules change.
Sales Sequences
Sales email sequences inside your CRM: timed email and WhatsApp template steps with merge fields, started by hand, on qualification or on a deal stage.
Other audiences
Flaxxa CRM for other industries
CRM for agencies
A CRM for agencies: track enquiries, a pipeline per service, services as line items, PDF quotes with a web link and automatic follow-up sequences.
CRM for education
A CRM for education and admissions: sync student enquiries, a pipeline per course, WhatsApp template and email follow-ups and conversion by source.
FAQ
CRM for B2B SaaS: common questions
Call the API from your app: PUT /leads/by-external-id/{user_id} creates or updates the lead, so the same user is never added twice.
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Spin up a workspace tailored to b2b saas.
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