CRM for SaaS connects customer accounts, sales opportunities and subscription renewal reviews. A Relationship Owner records the expected value, expected close date and supporting conversations for each opportunity.
Opportunities in one list
Sales Manager independently approves the current proposal scope before the opportunity advances.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep customer identity, organization membership and commercial ownership clear before a sales or renewal decision.
Accounts
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Cedarline Fabrication | SAAS-2026-104 | Leena Kapoor | 18 Alder Way, Portland, OR | Active annual subscription | Cedarstack Systems | |
| Harborlight Foods | SAAS-2026-118 | Mateo Ruiz | 240 Bay Street, Tacoma, WA | Renewal window opens in June | Harborpath Software | |
| Northbank Logistics | SAAS-2026-127 | Avery Chen | 6 Fern Road, Salem, OR | Pilot success criteria agreed | Willowline Cloud | |
| Willowgate Learning | SAAS-2026-139 | Samira Okafor | 91 Quarry Lane, Seattle, WA | Procurement contact verified | Morrowdata Labs | |
| Mossfield Design Studio | SAAS-2026-146 | Jonas Lind | 32 Pine Court, Eugene, OR | Usage review completed | Willowline Cloud |
Move opportunities from qualification to an independently reviewed customer outcome with value and evidence intact.
Opportunities
| Record number | Subject | Status | Expected close date | Expected value USD | Revision | |
|---|---|---|---|---|---|---|
| OPP-63698 | Cedarline team expansion | New | 04 Nov | 390 | 920 | |
| OPP-79425 | Harborlight annual renewal | Qualified | 16 Oct | 940 | 240 | |
| OPP-41481 | Northbank analytics pilot | Proposal | 01 Nov | 600 | 360 | |
| OPP-64277 | Willowgate workspace rollout | Negotiation | 21 Oct | 520 | 720 | |
| OPP-54262 | Mossfield support upgrade | Won | 18 Oct | 760 | 460 |
Keep calls, meetings, emails, tasks and supporting files attached to the opportunity they explain.
Relationship activities
| Parent | Line number | Activity type | Due at | Completed at | Outcome | |
|---|---|---|---|---|---|---|
| Cedarline team expansion | 240 | Call | 12 Oct | 16 Oct | Pilot goals confirmed | |
| Riverbend seat increase | 940 | Meeting | 14 Oct | 19 Oct | Renewal call scheduled | |
| Quaystone data migration | 370 | 18 Oct | 23 Oct | Buyer requested SOC report | ||
| Riverbend seat increase | 830 | Task | 12 Oct | 15 Oct | Seat expansion approved | |
| Quaystone data migration | 400 | Call | 16 Oct | 18 Oct | Implementation owner assigned |
Prepare renewal decisions with the subscription identifier, renewal date, recurring monthly value and seat usage in view.
Approval conditions
| Subscription ID | Parent | Organization | Renewal date | Recurring monthly value | Usage seats | |
|---|---|---|---|---|---|---|
| SUB-2026-0412 | Willowgate workspace rollout | Pinebridge Platforms | 16 Oct | 40 | 130 | |
| SUB-2026-0448 | Mossfield support upgrade | Morrowdata Labs | 28 Oct | 580 | 770 | |
| SUB-2026-0501 | Quaystone data migration | Harborpath Software | 11 Oct | 930 | 210 | |
| SUB-2026-0527 | Riverbend seat increase | Quayfield Digital | 17 Oct | 580 | 640 | |
| SUB-2026-0574 | Riverbend seat increase | Pinebridge Platforms | 27 Oct | 650 | 540 |
Make proposal, outcome and renewal decisions against the exact work presented for review.
Review decisions
| Parent | Source revision | Decision | Decided at | Reason | Reviewer | |
|---|---|---|---|---|---|---|
| Pinevale enterprise evaluation | 180 | Return | 17 Oct | Usage supports renewal proposal | Avery Chen | |
| Willowgate workspace rollout | 690 | Return | 17 Oct | Order form needs revised seats | Mina Park | |
| Mossfield support upgrade | 380 | Return | 21 Oct | Security review is complete | Mina Park | |
| Willowgate workspace rollout | 860 | Return | 12 Oct | Pilot targets met | Jonas Lind | |
| Northbank analytics pilot | 60 | Return | 18 Oct | Customer approval pending | Jonas Lind |
Separate requested actions from confirmed effects and keep discrepancies visible until the evidence agrees.
Operation receipts
| Parent | Operation key | Action | Expected revision | Occurred at | Failure reason | |
|---|---|---|---|---|---|---|
| Cedarline team expansion | renewal-sub-0412 | Approve subscription renewal | 150 | 17 Oct | Subscription already renewed | |
| Mossfield support upgrade | pilot-review-0448 | Update licensed seats | 470 | 01 Nov | Order form signature missing | |
| Quaystone data migration | seat-change-0501 | Record pilot outcome | 520 | 31 Oct | Seat count mismatch | |
| Pinevale enterprise evaluation | order-approve-0527 | Attach security evidence | 700 | 25 Oct | Customer approval not recorded | |
| Cedarline team expansion | account-sync-0574 | Send revised order form | 480 | 13 Oct | Billing account inactive |
Opportunity to renewal review ships ready to use. 3 steps need a named approval before the work moves on: Approve Proposal (Sales Manager), Approve Outcome (Sales Manager) and Review Renewal (Sales Manager).
Confirm the customer account, organization and people responsible for the relationship.
Use the customer conversation and current evidence to qualify the opportunity.
Have a Sales Manager independently review the proposal scope and next activity.
Verify customer acceptance or a loss reason before recording the commercial outcome.
Review subscription context, recurring monthly value and seat usage before deciding the renewal action.
Match the action result to its evidence and keep discrepancies visible for follow-up.
Open any opportunity to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
Expected close date, Expected value USD, Probability percent and Owner.
Each line is linked to this opportunity.
Relationship Owner, Auditor and Sales Manager, each with their own permissions.
Open Opportunity and Capture Evidence, with the role that acts.
Approve Proposal and Approve Outcome, with who decides.
Quaystone Property Group · New
| Parent | Operation key | Action |
|---|---|---|
| Cedarline team expansion | renewal-sub-0412 | Approve subscription renewal |
| Mossfield support upgrade | pilot-review-0448 | Update licensed seats |
| Quaystone data migration | seat-change-0501 | Record pilot outcome |
Sales Manager reviews authorized evidence and makes independent decisions through the review actions. Direct record editing is separate from approval authority.
Signed in as Sales Manager
| Decision | Approver | |
|---|---|---|
| Approve ProposalHave a Sales Manager independently review the proposal scope and next activity. | Sales Manager | |
| Approve OutcomeVerify customer acceptance or a loss reason before recording the commercial outcome. | Sales Manager | |
| Review RenewalReview subscription context, recurring monthly value and seat usage before deciding the renewal action. | Sales Manager |
Everyone opens SaaS CRM to the work that is theirs. Pick a role to see what it starts with.
Maintain organization, membership, and account configuration without business approval authority.
This is the first screen this role sees.
Accounts · App Administrator
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Cedarline Fabrication | SAAS-2026-104 | Leena Kapoor | 18 Alder Way, Portland, OR | Active annual subscription | Cedarstack Systems | |
| Harborlight Foods | SAAS-2026-118 | Mateo Ruiz | 240 Bay Street, Tacoma, WA | Renewal window opens in June | Harborpath Software | |
| Northbank Logistics | SAAS-2026-127 | Avery Chen | 6 Fern Road, Salem, OR | Pilot success criteria agreed | Willowline Cloud | |
| Willowgate Learning | SAAS-2026-139 | Samira Okafor | 91 Quarry Lane, Seattle, WA | Procurement contact verified | Morrowdata Labs | |
| Mossfield Design Studio | SAAS-2026-146 | Jonas Lind | 32 Pine Court, Eugene, OR | Usage review completed | Willowline Cloud |
Prepare assigned operational drafts; guarded workflows own review and protected transitions.
This is the first screen this role sees.
Subscription reviews · Relationship Owner
| Subscription ID | Parent | Organization | Renewal date | Recurring monthly value | Usage seats | |
|---|---|---|---|---|---|---|
| SUB-2026-0412 | Willowgate workspace rollout | Pinebridge Platforms | 16 Oct | 40 | 130 | |
| SUB-2026-0448 | Mossfield support upgrade | Morrowdata Labs | 28 Oct | 580 | 770 | |
| SUB-2026-0501 | Quaystone data migration | Harborpath Software | 11 Oct | 930 | 210 | |
| SUB-2026-0527 | Riverbend seat increase | Quayfield Digital | 17 Oct | 580 | 640 | |
| SUB-2026-0574 | Riverbend seat increase | Pinebridge Platforms | 27 Oct | 650 | 540 |
Read authorized evidence and reports only; no record mutation or workflow execution.
This is the first screen this role sees.
Subscription reviews · Auditor
| Subscription ID | Parent | Organization | Renewal date | Recurring monthly value | Usage seats | |
|---|---|---|---|---|---|---|
| SUB-2026-0412 | Willowgate workspace rollout | Pinebridge Platforms | 16 Oct | 40 | 130 | |
| SUB-2026-0448 | Mossfield support upgrade | Morrowdata Labs | 28 Oct | 580 | 770 | |
| SUB-2026-0501 | Quaystone data migration | Harborpath Software | 11 Oct | 930 | 210 | |
| SUB-2026-0527 | Riverbend seat increase | Quayfield Digital | 17 Oct | 580 | 640 | |
| SUB-2026-0574 | Riverbend seat increase | Pinebridge Platforms | 27 Oct | 650 | 540 |
Read authorized evidence and execute independent guarded review actions without direct record editing.
This is the first screen this role sees.
Subscription reviews · Sales Manager
| Subscription ID | Parent | Organization | Renewal date | Recurring monthly value | Usage seats | |
|---|---|---|---|---|---|---|
| SUB-2026-0412 | Willowgate workspace rollout | Pinebridge Platforms | 16 Oct | 40 | 130 | |
| SUB-2026-0448 | Mossfield support upgrade | Morrowdata Labs | 28 Oct | 580 | 770 | |
| SUB-2026-0501 | Quaystone data migration | Harborpath Software | 11 Oct | 930 | 210 | |
| SUB-2026-0527 | Riverbend seat increase | Quayfield Digital | 17 Oct | 580 | 640 | |
| SUB-2026-0574 | Riverbend seat increase | Pinebridge Platforms | 27 Oct | 650 | 540 |
Maintain user provisioning and read-only membership checks without business approval authority.
Read the open pipeline, renewal context and action exceptions with their commercial evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 24 | ||
| Qualified | 6 | 25% | |
| Proposal | 2 | 33% | |
| Negotiation | 1 | 50% |
Sample totals per stage
Which commercial stages hold the current expected value, and which expected close dates need attention?
Which customer accounts carry open opportunities within each organization?
What did the team expect before the customer accepted or declined, and what reason explains the result?
Which due activities still need attention after checking their completion dates and outcomes?
What recurring monthly value belongs to the selected review for each subscription?
Which seat usage figures need discussion before the next renewal decision?
Who reviewed the source revision, and what reason did they give?
Which actions are pending, failed or awaiting review of a discrepancy?
See how SaaS CRM fits your kind of team.
Keep considered software purchases moving through qualification, proposal review and verified customer decisions.
Prepare customer renewal discussions from recorded subscription context and independently reviewed actions.
Keep customer ownership and review responsibility clear when commercial teams work across operating organizations.
Each stage of opportunity to renewal review names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare customer work and investigate evidence within your team's permissions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tablesStart with one team and one process, then add the rest once the basics are running.
Choose a representative sales opportunity and subscription renewal discussion. Name the Relationship Owner and independent Sales Manager. Agree qualification evidence, proposal review criteria and the material needed to verify a customer outcome.
App Administrator checks organizations, account codes and team membership. Confirm user links and access scope before loading commercial records. Resolve duplicates and unclear customer entities while the pilot remains small.
Map opportunity identifiers and customer references, then load activities and subscription review context. Preserve decision history and action references where they already exist. Agree the currency basis and selected review used in recurring value analysis.
Follow qualification, proposal review and a verified outcome. Test a renewal approval and rejection. Include self-approval, a stale revision and a repeated request so the team sees the required refusal and retry behavior.
Reconcile the pilot’s action receipts. Check a downstream confirmation when compensation is involved. Have an Auditor inspect the evidence and verify read-only access before releasing the operating cycle to the wider team.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure CRM for SaaS for your business. Begin with a representative customer account, a sales opportunity and a subscription renewal review. Assign a Relationship Owner and an independent Sales Manager, then rehearse the evidence and decision handoffs before widening access.
Relationship Owner prepares the opportunity, records activity outcomes and follows the customer discussion. App Administrator maintains customer and organization setup. Sales Manager independently reviews the protected commercial decisions.
It carries the customer account, owner, commercial subject, expected USD value and expected close date. Its stage follows the conversation through qualification, proposal and negotiation to a verified Won or Lost outcome.
Move it when negotiation actually starts with the customer. Record the discussion and current scope, then follow the guarded action and independent review requirements for the changed work.
The review records the subscription identifier, renewal date, recurring monthly value and seat usage beside the linked opportunity. The Relationship Owner prepares the context and the Sales Manager independently reviews the requested renewal-risk action.
Agree the currency basis and select the relevant review for each subscription before calculating totals. Retain previous reviews as history so a repeated review does not count the same subscription value again.
The Sales Manager's review must be independent of the preparer. Check eligible reviewers during setup and rehearse an attempted self-approval before release.
Explain the reason and identify the current revision. Unexecuted scope can be canceled without deleting its history. Executed scope needs independently approved compensation and the required downstream confirmation before completion.
Configure connections to the systems your business uses, agreeing subscription mappings, the seat usage definition and ownership of incoming facts. Start with connection setup and rehearse uncertain responses before enabling the operating flow.
Auditor reads authorized opportunities, subscription reviews and supporting evidence, including review decisions and action receipts. The role does not mutate records or execute workflows. Verify the required organization scope during the access rehearsal.
Start free, then use Proto to change fields, steps and approvals before your team goes live.