Cicada for SaaS companies.
Lead research, CRM updates, trial and onboarding follow-ups, renewal risk and the Monday numbers, handled by agents that work in your CRM, your helpdesk, Stripe, Slack and the inbox.
Sign up and your agent comes set up for this. Free for 3 days, then from $29 a month.
What does Cicada do for SaaS companies?
For a SaaS company, Cicada is an AI workforce for the work around the product: the pipeline, onboarding and renewals. A sales agent researches accounts and keeps HubSpot, Salesforce or Pipedrive current from your emails and meetings. A customer success agent watches every account for open tickets, quiet threads and renewals coming up, and writes the brief before you talk to them. Another pulls the week's numbers from Stripe, the CRM and the helpdesk into one sheet. Everyone on the team messages their own teammate in Slack, iMessage, WhatsApp or email, and anything a customer would see waits for your yes.
What your SaaS company does.
Researches leads and accounts
Reads the company's site, its news and your CRM history, and writes a one-page brief with the sources linked before the call.
Keeps the CRM current
Logs emails and meetings, moves deal stages and adds contacts in HubSpot, Salesforce or Pipedrive, within the permission you set.
Chases trials and onboarding
Finds the trials and new customers who stalled at a step, and drafts a short personal nudge from your inbox for your yes.
Watches accounts before renewal
For every account renewing soon, checks open tickets, quiet threads and contacts who left, and flags the ones at risk with the reasons.
Takes the meeting notes
Joins Zoom, Google Meet, Teams and Webex calls as your notetaker, sends the actions to your chat and drafts the follow-up.
Reports the week
New and cancelled subscriptions from Stripe, pipeline by stage from the CRM and ticket volume from the helpdesk, in one sheet every Monday.
Who uses it at a SaaS company.
A revenue team before you hire one
Lead research, follow-ups and the weekly numbers handled while you sell and build.
Prepped for every demo
A brief on the account before the call and the CRM updated after it, without the typing.
Lists and first drafts done
Accounts researched, contacts found and outreach drafted from each rep's own inbox.
No renewal goes quiet
Every account watched for warning signs, with a brief ready before the check-in.
A CRM that stays clean
Missing fields filled, duplicates found and stages kept honest from the emails and meetings.
The numbers without the spreadsheet
Signups, conversions and churn pulled together each week, every figure checked against its source.
Set up in three steps.
Say what the job is
Describe the role in a sentence when you sign up, or tell the agent in the chat. It writes its own brief, which you can read and change any time.
Connect the apps it needs
One click for most apps. Each one can be Full, Ask first or Read-only, for every agent in the workspace.
Link your phone, or don't
Scan a code and it's in your iMessage or WhatsApp. Or keep it in the app, Slack and email. Hand it the first job in the same message.
Nothing goes out without your yes.
Nothing goes out without your yes
Anything that can't be undone, and any message to another person, waits for your OK. Approve with a 👍 in the chat, or set a role to full autonomy once you trust it.
Read-only is a real lock
Make any app read-only and the agent can look but never change a thing. It applies to every agent in the workspace, from their next run.
Every step on the record
Each run shows what it read, what it did and what it sent, step by step, in the Activity tab. Corrections you make stick.
What it won't do.
Won't pretend
If it couldn't confirm something, it leaves it out and says so. A number without a source doesn't go in a message.
Won't go around you
It never messages anyone on your behalf unless you asked, never spends money, and never makes a judgement call about money on its own.
Won't read what isn't shared
Teammates' agents work only through the apps the workspace shares. Your inbox and your personal apps stay under your own login.
Three ways to run the revenue work
| Task | Doing it by hand | A CRM and point tools | Cicada |
|---|---|---|---|
| Lead research | Open tabs before every call | An enrichment tool's fields | A brief with the company, people and news, sources linked |
| CRM updates | Typed in after the meeting, sometimes | Fields synced by an integration | Logged from your emails and meetings, within the permission you set |
| Trial follow-ups | When someone remembers | A fixed email sequence | A personal nudge for each stalled trial, drafted for your yes |
| Renewal risk | Found when the customer cancels | A health score to check | Tickets, quiet threads and contacts checked, risks flagged with reasons |
| The weekly numbers | A spreadsheet every Monday | Dashboards in three apps | One sheet from Stripe, the CRM and the helpdesk, every Monday |
| Where it happens | Your laptop | Each tool's own screen | Your Slack, iMessage, WhatsApp or email |
Things to ask your SaaS company.
- 01
"brief me on Northwind before tomorrow's demo"
You get: A one-page brief: what they do, who's coming, recent news and your past emails with them, with the sources linked.
- 02
"log today's meetings in HubSpot and move the stages"
You get: Each meeting logged against its deal with the next step, and the stages moved within the permission you set.
- 03
"which trials from last week haven't booked onboarding?"
You get: The list from your CRM, what each did after signing up, and a nudge drafted for each, for your yes.
- 04
"Every Monday at 8, flag renewals in the next 90 days that look at risk."
You get: A weekly message naming each account at risk and why: open tickets, a quiet thread, a contact who left.
- 05
"put last month's new and cancelled subscriptions from Stripe in a sheet"
You get: A sheet by plan with the totals, every figure checked against Stripe, shared as a link.
Frequently asked questions.
Does it work with HubSpot and Salesforce?
Yes, and Pipedrive. Connect the CRM once and it reads and updates deals, contacts and activities. Set it to Ask first or Read-only and it checks with you before a change, or only looks.
Will it email our customers on its own?
Not unless you let it. Every message to a customer is drafted and waits for your OK in the chat, and a thumbs up sends it. You can give routine follow-ups more autonomy once you trust it.
Can the whole revenue team use it?
Yes. Everyone in the workspace gets their own agent. The CRM and the helpdesk are connected once for the team, and each person's inbox stays under their own login.
Does it join sales and customer meetings?
Yes. Zoom, Google Meet, Microsoft Teams and Webex, as a notetaker. It sends the decisions and actions to your chat and can update the CRM from them.
Where do we talk to it?
Slack, iMessage, WhatsApp, email or the web app. Mention it in a Slack channel and it answers in the thread, where the whole team sees the result.
Will it remember how we sell?
It keeps a memory of your accounts, your people and your rules, like who your ideal customer is and what goes in a renewal brief, that you can read and edit in the app. Corrections stick.
What does it cost?
Starter is free for 3 days, then $29 a month for 300 credits and 3 agents for one person; Growth is $99 a month for up to 10 people and Business $249 with no limit on people. A quick reply is about 5 credits and a typical run under 20, unused credits roll over on Growth and Business, and packs start at $25 for 200.
Other roles you can hire for
- AI Executive Assistant
- AI Chief of Staff
- AI Virtual Assistant
- AI Personal Assistant
- AI Office Manager
- AI Receptionist
- AI Scheduling Assistant
- AI SDR
- AI Sales Assistant
- AI Account Manager
- AI Customer Success Manager
- AI Head of Growth
- AI RevOps Analyst
- AI Lead Researcher
- AI Marketing Manager
- AI Content Writer
- AI SEO Specialist
- AI Social Media Manager
- AI Community Manager
- AI Content Creator
- AI Email Marketing Manager
- AI Operations Manager
- AI Project Manager
- AI Procurement Assistant
- AI Inventory Manager
- AI Supply Chain Analyst
- AI Ecommerce Manager
- AI Property Management Assistant
- AI Bookkeeper
- AI Finance Analyst
- AI Recruiter
- AI HR Assistant
- AI Data Analyst
- AI Research Assistant
- AI Customer Support Agent
- AI Legal Assistant
- AI Software Engineer
- AI Designer
- AI IT Support Assistant
- AI Compliance Assistant
- For Shopify stores
- For home services
- For real estate teams
- For recruiting agencies
- For agencies
- For law firms
- For restaurants and hospitality
- For property managers
- For consultants
- For logistics companies
Your next employee could be AI.
Deploy a coordinated AI workforce that helps your business move faster, operate smarter and get more done. Free for 3 days, then from $29 a month.