SaaSy
Open beta: anyone can sign up

Close the deal. Then finish the job

Win it, deliver it, invoice it, and see payment land back on the record — one CRM, no handoff into a second tool. Built for contractors, unions, and agencies who’d rather run the business than the busywork.

Free for 14 days with full Growth access. No credit card required.

Customer health · Acme Outdoor Co
82▲ up 6
Agent activity · live
  • Won deal → delivery project · Rivera Roofing
  • Invoice paid · INV-0042 · deal marked Paid
  • Flagged churn risk · Delgado HVAC
  • Filed WH-347 certified payroll · Local 412

Sell → deliver → bill

The CRM that doesn’t drop the ball after you close

Most CRMs stop at the handshake. SaaSy takes the won deal through delivery and into the invoice, then writes payment back onto the record. One loop. Live today.

  1. 01 · Sell

    Score the deal. Know the next move.

    Pipeline, deal score, and a next-best-action on the record — not a number with no next step.

  2. 02 · Deliver

    Won deal, delivery project.

    One click on a closed-won deal spins up the project, pre-filled from the deal. Billable time lives there.

  3. 03 · Bill

    Invoice from the work, not a second tool.

    Convert the deal or the project to a native invoice and send a Stripe payment link. No export to get paid.

  4. 04 · Keep them

    Paid writes back onto the record.

    When they pay, the deal and project show Paid. Next-best-action stays on the record so you know what to do next.

Encrypted
At rest and in transit
Your data stays yours
Strict per-account isolation
GDPR-ready
Export or delete anytime
Real humans
US-based support

Not just badges: read exactly how we handle your data.

Software that does the work

Most tools hand you a chart of the problem and wish you luck. SaaSy’s agents chase the deadline, score the customer, and draft the follow-up. Then they tell you what they did.

Churn alert rules in the SaaSy product: trigger conditions for health score drops, failed payments, and inactivity.

Customer health scoring

Every account scored 0-100 on usage, payments, and support signals. You see who's drifting toward the exit while there's still time to call.

Built-in CRM & projects

Contacts, deals, pipeline, quotes, projects, and invoices in one loop: win the work, deliver it, get paid.

Books that close themselves

Financial statements, continuous close, and an AI CFO brief that reads your numbers weekly and ranks what to do about them.

Compliance tracker

Licenses, permits, filings, and payroll deadlines tracked automatically. Reminders land before the due date, not after the fine.

Proactive alerts

Email or Slack pings when something needs you: a churn risk, a deadline, a missed payment. The system watches so you don't have to.

A WH-347 certified payroll report generated by SaaSy for a public-works contractor.

Native payroll, 50 states + DC

Direct deposit, W-2s, and WH-347 certified payroll for government work, built in, not bolted on.

Hiring & people

Post a role, track candidates, send offers, and run onboarding, benefits, and reviews without a separate HR tool.

Documents & e-signature

Draft contracts with an AI assistant, send for signature, and keep every version, plus grant discovery with AI-written proposals.

See every feature in real screenshots →

The numbers in the demo aren’t set dressing. Download the raw health data behind these screens and check them yourself.

SaaSy product demo: customer health scores, churn alerts, and Ask SaaSy

Built for the people who keep the lights on

Startup dashboards pitch startups. SaaSy backs the contractors bidding public jobs, the unions remitting dues, and the agencies keeping clients happy.

Construction & trades

Public-works GCs and subs living in prevailing-wage paperwork. SaaSy tracks your licenses and filings, runs WH-347 certified payroll, and keeps every bid deadline on your radar.

Certified payroll without the Sunday spreadsheet

Unions & labor organizations

Dues checkoff, CBA wage scales, and Taft-Hartley fringe remittance are a full-time job. SaaSy calculates them from signed authorizations and cuts the NACHA files for you.

Dues and fringe, remitted right, every month

See the union compliance add-on →

Agencies & service firms

You bill for your time, so admin is pure loss. Built-in CRM, project tracking, and customer health scores that flag the client who's about to walk while there's still time to save them.

Know which client is drifting before they ghost you

Currently in beta

Help shape SaaSy from day one

We’re in the early days and building alongside our first customers. You get hands-on access, your feedback ships in days, and your story could be on this page as we grow.

Start free trial

Simple, transparent pricing

Every trial starts with full Growth access, free for 14 days. No credit card up front.

Starter

$49/mo
  • 1 business
  • 3 team seats
  • Compliance tracker
  • CRM (1,000 contacts)
  • Daily briefing
  • Email alerts
  • Includes 500 AI credits / mo
Start free trial
Most popular

Growth

$199/mo
  • Everything in Starter
  • Up to 5 businesses
  • 10 team seats
  • CRM (10,000 contacts)
  • Native payroll, 50 states + DC (beta perk)
  • Ask SaaSy AI guidance (2,000 credits / mo)
  • Slack alerts
  • API access
Start free trial

Scale

$399/mo
  • Everything in Growth
  • Unlimited businesses
  • Advanced analytics
  • Priority support
  • Custom automations
  • Dedicated onboarding
  • 5,000 AI credits / mo
Start free trial
See how SaaSy compares to the tools it replaces →

Need custom automations, integrations, or a dedicated engineering partner? Talk to our consulting team →

Frequently asked questions

Ready to run your business smarter?

We’re in open beta, building alongside our first customers. Your feedback ships in days, and your first two weeks are free.

Start your free trial

Want a walkthrough first? Talk to sales