Best GEO Agency for SaaS
Agency profile

DerivateX

B2B SaaS companies between $5M and $50M ARR, typically Series A to C, that want organic and AI search tied to CRM pipeline; the site excludes local, ecommerce, B2C and pre product-market-fit companies.

Checked and updated November 2026 · How we compare

Who it serves
B2B SaaS companies between $5M and $50M ARR, typically Series A to C, that want organic and AI search tied to CRM pipeline; the site excludes local, ecommerce, B2C and pre product-market-fit companies.
Focus
SaaS specialist
Based in
not public
Founded
not public
Team
not public
Minimum engagement
90-day pilot on the $5,000 and $8,000 plans, then month-to-month with no auto-renewal or exit penalty; 6-month minimum on the $12,000 Market Leader plan.
Pricing
Flat monthly retainers of $5,000 (Rank & Get Found), $8,000 (Own Your Category) and $12,000 (Market Leader), plus a separate client-approved off-site citation budget of $1,000 to $3,000/month depending on tier; Enterprise is scoped individually; a one-off $3,500 diagnostic is credited against month one if a retainer is signed within 30 days.
Engines named
ChatGPT, Perplexity, Gemini, Claude, Google AI Overviews, Google AI Mode

IHow they approach AI search

DerivateX treats GEO as its own program, built on a framework it calls Citation Engineering: comparison and use-case pages structured for AI answers, placements on the third-party sources AI tools draw from, and entity and schema work including llms.txt. Each engagement starts with an audit of roughly 50 to 120 buyer queries to see where the brand is cited and where competitors win, then runs as a 90-day pilot in kickoff, strategy, build and review phases.

Services they list

SaaS SEO, GEO / AI search (citation engineering), LLM visibility tracking, Entity and schema optimization, Content production (commercial, comparison and problem-led pages), Technical SEO and migrations, Link building and digital PR, AI visibility audit / one-off diagnostic.

How they report results

Weekly AI Visibility Score and citation tracking, biweekly query tracking, AI-sourced sessions tagged in GA4, and monthly reports linking visibility to demos and pipeline; attribution depth rises by plan (AI sessions on the entry plan, demo requests on the middle plan, closed revenue reconciled to the CRM on the top plan).

SaaS fit

The home page says it works only with software companies, and the about and GEO pages define the client as B2B SaaS at $5M to $50M ARR.

Where they are strong

  • Fully public pricing with named tiers, deliverable counts per tier and a separate, client-approved off-site budget.
  • Narrow ICP: only B2B SaaS at $5M to $50M ARR, with explicit exclusions listed on the GEO page.
  • Case studies report AI-search outcomes with dates and baselines (AI answer share, ChatGPT first-answer counts, AI-referred revenue share).

What to know first

  • The off-site citation budget ($1,000 to $3,000/month) is billed on top of the retainer.
  • On the $5,000 plan, technical SEO is delivered as instructions your own team implements; hands-on CMS implementation starts on the $8,000 plan.

IIPublished results

  • Gumlet: The client's co-founder and CMO says close to 20% of inbound revenue traces back to users who first found Gumlet through AI tools; Gumlet's share of AI answers for DRM and video security prompts rose from 22.0% to 37.7% (July to August 2026). Read it on their site
  • REsimpli: Went from absent in AI answers to the #1 cited CRM for real estate investors across ChatGPT and Perplexity prompts within 90 days; ChatGPT-segment sessions up 54% in GA4. Read it on their site
  • Verito: Monthly Google clicks rose from a 932 average to 2,775 (February 2026); prompts where Verito was ChatGPT's first answer grew from 1 to 13; HubSpot leads rose from 14 to 51 per month (October 2025 to January 2026). Read it on their site

IIISources

Checked 2026-11-12 on the agency's own pages:

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