Sperse: CRM and Growth Platform
Sperse helps SaaS and membership businesses manage their sales pipelines and customer lifecycles. It is designed for teams that need a centralized system for both internal management and client-facing portals.
At a glance
- Category
- Sales
- Best for
- SaaS businesses, Online membership organizations, Subscription-based companies, Sales teams, Small to mid-sized service businesses
- Pricing
- Plans start at $99/month for the Startup tier. Additional add-ons, such as SalesTalk AI, are available for $29/month.
- Key use cases
- Subscription Business Management, Sales Pipeline Tracking, Client and Partner Collaboration, Financial Performance Monitoring
- Integrations
- QuickBooks Online, WooCommerce, Gmail, Zapier
- Official website
- sperse.com
Sperse is a growth platform designed for businesses running SaaS, subscription, or service-based models. It acts as a centralized hub that combines CRM functions with tools for managing memberships and recurring billing.
The platform is built for sales teams and business owners who need to track leads through a pipeline while providing an interface for their clients and partners. It includes features for document sharing, team collaboration, and financial tracking to help organize operational data.
Buyers should confirm that while the platform offers built-in tools, some capabilities, such as conversational intelligence and specific integration plugins, are available as paid add-ons. Additionally, those requiring custom portal development or data migration may need to budget for optional professional onboarding services.
Key Features
Includes lead tracking with drag-and-drop pipeline funnels and customer lifecycle management.
Supports the creation of custom portals where clients, partners, and affiliates can log in to view specific details.
Provides tools to manage products, invoices, and recurring payments for membership businesses.
A system for storing, sharing, and editing documents with a built-in viewer and search functionality.
Supports real time tracking and forecasting of cash flow to help with financial decision-making.
Includes a shared team calendar, task assignments, and activity tracking with notifications.
Use Cases
Managing recurring billing and member access through integrated portals and payment tools.
Organizing leads into visual funnels to track progression from initial contact to closed deal.
Providing a dedicated space for partners and affiliates to track their activity and access documents.
Using real time cash flow outlooks to monitor the financial health of a service-based business.
Best For
Integrations
Pricing
Plans start at $99/month for the Startup tier. Additional add-ons, such as SalesTalk AI, are available for $29/month.
FAQ
Sperse is primarily designed for SaaS, online membership, and subscription-based businesses, as well as general sales teams.
The provided evidence mentions a 'Try for free' option on the pricing page, suggesting a trial is available.
Pricing starts at $99/month for the Startup plan, with higher tiers available for larger teams and contact volumes.
Yes, Sperse integrates with QuickBooks Online to synchronize financial data and manage subscription billing.
Source category: Sales
Source subcategory: CRM
