Lead Capture to Payment: The CRM Your SaaS Needs

The customer journey looks simple on paper:

Visitor → Lead → Trial → Customer

In practice, it's chaos. Leads come from five different forms. Some book calls. Some just lurk. Some pay immediately. Some need nurturing.

Without a CRM, you're flying blind. With the wrong CRM, you're wasting time on features built for enterprise sales teams.

Here's what a production-ready SaaS CRM actually needs.

What Enterprise CRMs Get Wrong

Salesforce, HubSpot, Pipedrive—they're built for:

• Large sales teams with territories
• Multi-stage approval workflows
• Account-based selling
• Quota tracking and forecasting

You're one person. You don't have territories. You don't need approvals. You need to know: who's interested, and are they paying?

The Solo Founder CRM

Here's what you actually need:

1. Lead Capture That Goes Somewhere

Every form submission should land in one place. Not scattered across Typeform, Google Forms, and your inbox.

2. Simple Pipeline Stages

New → Qualified → Demo → Proposal → Won/Lost. That's it. You can add complexity later.

3. Activity Tracking

When did they sign up? When did they book? When did they pay? A timeline of everything that matters.

4. Payment Status Integration

The CRM should know who's paying. Not "synced from Stripe every hour." Real-time. In the same database.

5. Export Everything

CSV export. Your data. Your backup. No vendor lock-in.

The Journey in One System

When lead capture, CRM, and payments live in one place:

• Form submission → Lead created automatically
• Booking → Lead stage updated
• Payment → Customer record created, linked to lead
• Everything → Visible in one dashboard

No Zapier. No webhooks. No "why isn't this syncing" debugging sessions.

Built-In Beats Bolted-On

LaunchKit includes a full built-in CRM and payments system. Lead capture to payment, in one Next.js SaaS starter.

Get LaunchKit →