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SaaS

A pipeline that ends in a subscription.

Run the deal from discovery to trial to signature, then start the subscription from the won deal. Plans, MRR and ARR, trials, renewals and churn sit next to the pipeline, not in a separate billing tool.

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The SaaS preset is on Pro and Business. Accounting and the API come with Business.

Illustration: a subscriptions dashboard with MRR, ARR, trials ending and churn, and MRR by plan.

The preset

What it sets up for you.

Applied when your workspace is created. Rename, reorder or add to any of it afterwards; nothing here is fixed in code.

Deal stages

  1. Discovery
  2. Demo
  3. Trial
  4. Proposal
  5. Negotiation
  6. Won
  7. Lost

Lead statuses

  1. New
  2. Contacted
  3. Qualified
  4. Converted
  5. Unqualified

Lead sources

  • Website Signup
  • Free Trial
  • Content
  • Paid Search
  • Webinar
  • Referral
  • Partner
  • Outbound

Contact types

  • Customer
  • Prospect
  • Champion
  • Decision Maker
  • Billing Contact
  • Partner

  • Plans

    Your price list as records: Starter, Growth and Scale to begin with, renamed and repriced as you like.

  • Subscriptions

    Monthly or annual, in every state: trial, active, past due, cancelled, churned. "Start subscription" on a won deal creates one.

  • MRR and ARR

    Computed on each subscription from its plan, seats and billing cycle, and added up on the dashboard, with MRR by plan.

  • Trials and renewals

    Trials ending in the next 14 days and renewals due in the next 30, as lists your team works through.

  • Churn

    Churn this month on the subscriptions dashboard, and lost reasons such as Missing Feature or Competitor on the deals you did not win.

  • SaaS sources and contacts

    Website signups, free trials, webinars and outbound as sources; champions, decision makers and billing contacts as contact types.

Modules

The modules that go with it.

Pipeline

Discovery, demo, trial, signature.

The SaaS stages are on the board from the start. Win the deal and start the subscription from it, with an optional trial.

Illustration: a SaaS deal board with Demo, Trial, Proposal and Negotiation columns.

Illustrations; the names and numbers are made up.

Questions

SaaS: what people ask.

Does it charge cards or replace our billing provider?

No. Fibonacci CRM tracks plans, subscriptions and their revenue, and on Business invoices them through the ledger, but it does not take card payments. Keep your payment provider and use the API to keep the two in step.

How is MRR calculated?

From each subscription's plan, seats and billing cycle. Monthly: the monthly price for the seats, and ARR twelve times that. Annual: ARR is the annual price for the seats and MRR a twelfth of it. The dashboard adds up active and past-due subscriptions; trials and cancelled ones are not counted.

See it with your own pipeline.

Book a demo and we will walk through Fibonacci CRM set up for your industry, or ask for early access and start on the Free plan.

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