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Rodok for SaaS sales teams

CRM for SaaS: pipeline stages for trials, expansion and renewals

Run demos, trials, expansion and renewals in one pipeline, and give each rep a reason to call the right account today.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Run demos, trials, expansion and renewals in one pipeline, and give each rep a reason to call the right account today. Built around how SaaS sales teams actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages SaaS sales teams actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for SaaS sales teams

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • New business, trials, expansion and renewals in one pipeline
  • Trial check-ins and renewal dates as tasks
  • Email and calendar on the record
  • Reports and forecasting by stage

Not what Rodok is for

  • Product usage analytics
  • Billing and subscriptions
  • Support tickets

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for SaaS should model how software is actually sold: a demo, a trial, a negotiation, and then expansion and renewal long after the first signature. A founder with ten customers needs a simple list: see CRM for startups. This page is for a team with a few reps.

How selling works at a SaaS company

Software deals begin with a lead: an inbound trial, a demo request or an outbound reply. The buyer is a manager or a director with a problem, and a budget holder or a security reviewer often joins late. Free trials and pilots make conversion a stage in its own right, with a clear question: did the account use it enough to buy?

After the first deal, the money moves to two other places. Expansion means more seats or a higher plan, and it is usually led by someone who already likes the product. Renewal is the date the contract ends, and a deal that looks safe can slip if no one calls.

Stages that fit a team selling to businesses:

StageWhat it meansNext step to log
QualifiedA fit and a real need are confirmedBook the demo
DemoThey have seen the productAgree a trial or a pilot
TrialThe account is using itCheck usage on day 3 and day 7
NegotiationPrice, terms and security reviewName the decision date
Closed wonThey signedSet the onboarding and the first expansion check

Keep expansion and renewal deals in the same list as new business, with the type in the deal name, such as "Northgate Labs: renewal". Put the contract end date in the next step, and a task 90 days before it. The weekly review is simple: any deal without a dated next step gets one or gets closed. See what a sales pipeline is and sales velocity.

What to look for in a CRM

  • Stage probabilities and forecasting. A team needs a number for the quarter. Look for weighted forecasts by stage and quotas per rep.
  • Reports on conversion. Demo to trial, trial to close and time in each stage show where deals stall. See the win rate calculator.
  • Several contacts per account. Champion, buyer, security reviewer and finance all appear. Link each one to the company.
  • Email and calendar sync. The conversation lives in the inbox. Attached to the deal, it survives a rep leaving.

Signals worth watching

Public events that often come before a software purchase or an upgrade. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.

  • A champion changes jobs. Tracker: "people who used to work at (a customer) and started a new role in the last 90 days". They know your product and may bring it with them. See champion job change.
  • A customer hires in the function you serve. Tracker: "(customer companies) hiring more than five (roles that use your product)". More users means expansion. See hiring surge.
  • A new leader at an account. Tracker: "VPs and heads of (function) who started a new role in the last 90 days at (your accounts)". New leaders review tools, so check in before the renewal. See new executive.
  • A competitor's customer asks for alternatives. Tracker: "posts asking for alternatives to (competitor)". See competitor renewal.
  • A funding round at a customer. Tracker: "(customer companies) announcing a funding round". Money often means more seats. See funding round.

A first message example

An example, with made-up names:

Subject: Congrats on the new team at Fieldstone Hi Raj, I saw Fieldstone Analytics is hiring five account managers. If those people will work from the same pipeline, I can set up the extra seats and a shared view for your team before they start. A short call is enough. If your plan changes, tell me.

See the cold email template.

Where Rodok fits and where it does not

Rodok Starter ($29 a month for 3 seats) is a sales CRM: companies, people, deals, tasks, notes, files, Gmail and Outlook on every record, a calendar, booking links, reports, forecasting, team chat and roles. Pro ($79) adds LinkedIn signals, a lead database, sequences and AI; extra Pro seats are $19.

It does not read your product's usage data, manage subscriptions or invoices, or run support tickets. Trial activity has to be checked in your own product and noted on the deal by hand, since Rodok has no integration with it.

Frequently asked questions

How is a CRM for SaaS different from a general CRM?

The software is the same. What differs is the setup: stages for demos and trials, a way to keep expansion and renewals in view, and reports on trial conversion. Most of the work is naming stages and discipline about next steps.

Where should I track renewals?

Keep them in the same pipeline as new business, with "renewal" in the deal name and the contract end date in the next step. Add a task 90 days before the date so the account manager has time to act.

How many stages should a SaaS pipeline have?

Five or six is enough for most teams. More stages add data entry without better decisions. If reps skip a stage, remove it.

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