CRM by segment

The right CRM for your team

Every team is different. See how Conduyt fits your specific use case, with real pricing comparisons and use cases.

SaaS CompaniesPipeline velocity, expansion tracking, API-firstAgenciesMulti-pipeline, flat-rate for every account managerConsultantsProject-based pipelines, client lifecycle trackingStartupsOperational in 2 hours, $299/mo flatSmall BusinessNative SMS, dialer, automation, flat-rateSmall TeamsSimple by default, powerful when you growRemote TeamsAsync workflows, time-zone-aware routingAI Teams136 MCP tools, 500+ API endpoints, BYOAIDevelopers500+ endpoints, 3 MIT SDKs, native MCP server

How to pick the right landing page

Most CRMs sell one product to every team and let the buyer figure out whether it fits. We do the opposite: each segment page above shows the same Conduyt platform with the features, integrations, and pricing scenarios most relevant to that team's actual motion. The platform is identical across pages. The framing is what changes.

If your team straddles two segments - say, an agency that also has a small SaaS side product - start with the page that matches your primary revenue motion. The configuration patterns translate cleanly across, and the team that handles your migration walks you through how to combine pipelines, custom fields, and automation logic from both worlds inside one workspace.

What “CRM by segment” actually means

The phrase is overused in CRM marketing. Most vendors slap a different hero image on each segment page and call it segmentation. What actually matters is how the data model, default pipelines, automation triggers, and reporting templates differ between, say, a SaaS revenue team tracking trial-to-paid conversion versus a contracting agency tracking project deliverables across multiple retainers.

Conduyt's approach is to start every workspace with a segment-specific template - pipelines, custom fields, automation defaults, and dashboard templates that match the segment's typical motion - and then let the customer adapt from there. The template is a starting point that saves weeks of setup work, not a cage. Every default can be edited, every pipeline cloned, every automation rewritten.

The segments above represent the most common motions we've configured for, with seed data and example workflows tested against real customer accounts. If your team's motion does not match any of these closely enough, the closest segment template is still a better starting point than blank canvas; pick the one that shares the most data-model assumptions and customize from there.

When segment-specific configuration matters more than features

Most CRM evaluations focus on feature checklists. That is the right thing to do when you are comparing platforms on capability - does this CRM have a dialer, does it have a client portal, does it have AI workflow generation. But once you've narrowed to two or three platforms that can technically do the job, the next question is the one that actually predicts six-month satisfaction: how much of your team's specific motion is supported out of the box versus how much you have to build yourself.

A SaaS team that has to manually build an MRR rollup field, a churn-flag automation, and a renewal-date custom report is going to spend six weeks doing setup that an agency CRM has out of the box for retainers. Same platform, completely different time-to-value. Segment templates compress that gap from weeks to hours.

The corollary: if your motion is genuinely unique - say, you're running a vertical SaaS for ophthalmologists with both procedure tracking and equipment leasing in the same pipeline - no segment template is going to fit perfectly. In that case the segment template still gives you a reasonable baseline, and the implementation team can extend it without rebuilding from scratch.

Pricing across every segment

Conduyt's pricing does not change by segment. Whether you're a 5-person SaaS team, a 30-person agency, a 2-person consultancy, or a 50-person remote team, the same two flat plans apply: $299 per month for Starter, $499 per month for Professional. Unlimited users on every plan, unlimited contacts on every plan, every feature included with no per-segment SKU gating.

This matters because most legacy CRMs split features and pricing by industry tier - “Marketing Hub Starter” vs “Marketing Hub Professional” vs “Sales Hub Enterprise” - and the matrix of what you actually need across two or three Hubs is opaque. Flat pricing removes that calculation: pick the team-size-appropriate tier and use whatever features the team needs without rechecking the matrix every time someone asks for SSO or a custom report.

Frequently asked questions

My team doesn't fit any of these segments. Should I still try Conduyt?

Yes. The segment templates above are the most common motions we have configured for, but they are not the only ones. The platform supports custom objects, custom fields, custom pipelines, and custom automation, so the segment template is a starting point you adjust. Pick the segment with the most overlap with your motion and we'll help you customize during the 20-day free trial.

Can I switch segments later if my business shifts?

Yes. The segment template is just a starting configuration - pipelines, custom fields, default automations. You can clone pipelines from another segment template, add custom fields, or replace defaults with your own configuration at any time. The platform doesn't lock you into the segment you signed up under.

Do segment templates cost extra?

No. Every segment template is included on both the $299 Starter and $499 Professional plans. There is no separate SKU per segment. Pick a plan based on team size and feature needs, then apply whichever segment template fits during onboarding.

How is “CRM for SaaS” different from a general-purpose CRM?

The pipelines and custom fields are pre-configured for the SaaS motion: trial-to-paid conversion stages, expansion-revenue tracking as a first-class concept, churn-risk flags, and product-usage signals piped from your warehouse. The automation defaults are tuned for SaaS lifecycle events. Same platform, different starting configuration.

Which segment is best for a small team that does multiple things?

Start with CRM for Small Teams if the team is under 10 people and the motion is generalist. Switch to the segment-specific template later if one motion becomes dominant. The Small Teams template is designed to be the simplest viable starting point.