A CRM for SaaS That Tracks Trials, Onboarding, Churn, and MRR
16,223+ sites created in the last 30 days
Custom CRM vs. off-the-shelf
In SaaS every stage moves MRR — trials convert, customers onboard, healthy accounts expand, at-risk ones churn — but a plain deal board hides the revenue and misses churn signals until it's too late.
You adapt your business to their fixed fields and objects.
Built to your exact workflow — your pipeline, your stages, your fields.
Your records are locked inside their cloud.
Your data lives in your own per-app database — exportable anytime.
Per-seat pricing that grows with every new hire.
Flat — build it once, add your whole team, no per-seat tax.
Wait for their roadmap, or pay a consultant to customize it.
Ask the AI in plain language and it's done in minutes.
Painful migration the day you decide to leave.
Export the code to GitHub anytime — no lock-in.
Skip the $50k custom-CRM dev agency — the AI builds it.
Your CRM, your data
It's a real app that belongs to you — the code, the database, and the domain — not a rented seat in someone else's platform.
You own the code
Your CRM is a real app you can export to GitHub — not a config trapped inside someone else's platform.
Your own database
Records live in your app's own database, not pooled in a vendor's cloud with everyone else's.
Your own domain
Publish on your custom domain so it's your CRM, on your brand — not a subdomain of theirs.
No per-seat lock-in
Add your whole team without per-seat pricing, and leave anytime with your data intact.
Built around how saas really work
A CRM for SaaS follows the account through the whole lifecycle, not just the sale. Trials convert, new customers onboard, healthy accounts expand, and at-risk ones churn — and every stage moves MRR. Describe your funnel and the AI builds a CRM around trials, onboarding milestones, account health, and revenue instead of a plain deal board.
Track trials as their own pipeline (signed up → activated → converted) with the activation milestone that predicts conversion.
Put MRR and plan on every account so pipeline and expansion are measured in revenue, not just logos.
Add an onboarding checklist per new customer so time-to-value is visible and stalls get caught early.
Flag churn risk with simple signals usage drop, missed onboarding steps, support load — and trigger outreach.
Separate new business from expansion so upsell and renewal don't get lost inside the same board.
A real app, not a spreadsheet
Your CRM runs like software your team already knows — a clean dashboard with your records and your stages. This is an illustration; the AI shapes the real layout around how you work.
- Your data and your fields — nothing generic
- Live on the web, on any device
- Refine it by chatting — no config screens
Everything a CRM needs
The core building blocks, ready out of the box.
Pipeline
Deal stages you define, not a fixed funnel.
Contacts
Records and fields that match what you track.
Automations
Reminders and follow-ups fire on schedule.
Dashboards
Pipeline, revenue, and what's due at a glance.
Permissions
Roles and logins that fit your team.
Mobile
Runs in any browser, on any device.
Connects to your stack
Tell the AI which tools to wire in and it builds the integration — no waiting on a marketplace for a connector that doesn't exist.
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Describe your workflow
Tell Kleap what you track — clients, pipelines, renewals, whatever your business runs on. Plain language, no schema design.
Kleap builds the CRM
The AI turns your description into a working CRM with the right records, stages, and fields for your industry.
Refine and publish
Keep chatting to adjust anything, then publish. Your CRM is a real app you can use and share.
Frequently asked questions
What is a SaaS CRM?
A SaaS CRM follows the account across the lifecycle — trials, onboarding, expansion, and churn risk — with MRR on every account, instead of a plain sales pipeline. Kleap builds one around your funnel.
Can it connect to Stripe?
Yes. Tell the AI to wire in Stripe and it builds the integration, so plan and MRR live on the account alongside the pipeline.
How is a custom CRM different from HubSpot?
HubSpot is a fixed platform priced per seat. A custom CRM models your trial-to-paid flow, onboarding, and churn signals exactly — and you own the code and data, exportable anytime.
Can Kleap really build a CRM for saas?
Yes. A CRM for SaaS That Tracks Trials, Onboarding, Churn, and MRR works by turning a plain-language description of how you operate into a working CRM — the contacts, pipeline stages, tasks, and reminders that fit saas, not a generic contact list.
How much does it cost to build a custom CRM?
A traditional custom-CRM build with a dev agency can cost tens of thousands of dollars. With Kleap you describe what you need and the AI builds it — free to start, so you skip the agency invoice.
Is it free to start?
Yes. You can describe your workflow, generate a working CRM, preview it live, and keep refining it in chat for free. Advanced options like a custom domain and the enterprise build service are paid.
Do I need to design a database or write code?
No. You describe what you track in your own words and Kleap builds the app. You refine it by chatting — no schema design, no spreadsheets, no code.
What if I want experts to build and run it for me?
That's Kleap Enterprise. Our team scopes, builds, and maintains the CRM for you with custom integrations, SSO, dedicated support, an SLA, and a custom plan. Use the enterprise form on this page to start.
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Want experts to build and run it for you?
Skip the DIY and let Kleap's team scope, build, and maintain your CRM end-to-end — with custom integrations, dedicated support, an SLA, and a plan priced to your organization.
- Dedicated build team that scopes, ships, and iterates the CRM for you
- Custom integrations with the tools your team already runs on
- SSO, role-based access, and workspace governance for IT
- Priority support with an SLA and a named point of contact
- Migration and onboarding help so your data lands clean
- Custom enterprise plans priced to your team and usage
Describe your CRM. Watch Kleap build it.
Tell Kleap how your team works and get a working, shareable CRM in minutes. Free to start.
Start free — no credit card required.