Built-in CRM for SaaS: Manage Leads or Integrate Your Own

Why Your SaaS Needs a CRM from Day One

Most SaaS founders wait too long to implement lead management. They start with spreadsheets, lose track of interested prospects, and miss follow-ups that could have converted to paying customers.

LaunchKit solves this by including a fully functional CRM out of the box. Capture leads from your landing page and manage them through a complete sales pipeline—no external tools required.

CRM Features Included

Lead Capture

Every lead captured through your forms is automatically stored with:

• Email and contact information
• Company name and team size
• Phone number and message
• Source tracking (UTM, page, campaign)
• Automatic timestamps

Pipeline Management

Move leads through customizable stages:

• New — Just captured, needs qualification
• Qualified — Good fit, ready for outreach
• Demo — Scheduled or completed demo
• Proposal — Sent pricing or contract
• Closed Won — Converted to customer
• Closed Lost — Did not convert

Activity Tracking

Keep a complete history of every interaction:

• Automatic stage change logging
• Manual activity entries
• Task management with due dates
• Notes for context and follow-ups

Admin Dashboard

The CRM dashboard at /dashboard/leads provides:

• Search across all lead fields
• Filter by pipeline stage
• Sort by capture date, update date, or stage
• Inline editing for quick updates
• CSV export for reporting
• CSV import for bulk updates

Access is restricted to admin emails you configure via the ADMIN_EMAILS environment variable.

Third-Party Integrations

Already use a CRM? LaunchKit syncs leads automatically to:

• HubSpot — Creates or updates contacts with email, phone, and persona
• Mailchimp — Adds subscribers with tags based on lead source
• ConvertKit — Subscribes to forms with custom fields
• Slack — Get notified in a channel when leads come in
• Discord — Same notifications for Discord users
• Webhook — Send to any custom endpoint

Enable any integration by adding the relevant API keys to your environment variables. Syncs happen automatically on lead capture.

AI-Powered Lead Enrichment

When enabled, LaunchKit uses AI to automatically enrich leads with:

• Tags — Auto-generated labels based on email domain and source
• Persona — A one-line guess about the lead type (e.g., "B2B SaaS founder, early-stage")

This works with OpenAI or Anthropic APIs. Configure in config.ts and add your API key.

When to Use Built-in vs External CRM

Use LaunchKit's built-in CRM when:

• You're just starting and want simplicity
• Lead volume is under 1,000/month
• You don't need complex automation workflows
• You want to avoid monthly CRM fees

Integrate with HubSpot/Salesforce when:

• You have an existing CRM with data
• Your sales team needs advanced features
• You need complex lead scoring or automation
• Enterprise compliance requires specific tools