Industry preset · Sales and support

CRM for Software & SaaS

Trials become customers, customers open tickets, tickets shape upgrades. Stretto keeps the account's whole story in one place and exposes all of it over the API.

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Software & SaaS pipeline board

Pipeline stages, preloaded

01Signed up
02Activated
03Demo
04Proposal
05Paid
06Churn risk

Objects switched on

Contacts
Companies
Leads
Deals
Tickets
Tasks
Subscriptions (custom)

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Properties added

Plan
MRR
Seats
Last login

On top of the standard contact, company, deal and ticket properties.

How teams in Software & SaaS use it

Product events on the record

Push sign-ups, activations, and usage via the API. A trial with no activation in three days enters a nudge sequence.

Support with context

A ticket shows the plan, the MRR, and the open expansion deal. Support knows who they are talking to.

Webhooks into your stack

Stage changes and ticket events fire webhooks. Your billing and product systems stay in step.

Your stages, your properties, your first customer, before lunch.

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