Example · sample data · Business plan
Every customer, contact and lead in one place
Clients & CRM keeps your companies, contacts, leads and follow-ups together, with a timeline of everything that happened, so nothing slips between jobs. It's a simple shared client list for small teams, not an email-marketing or sales-automation suite.
For: Trades, cleaning, property, offices, any business with customers
Clients
| Company | Type | Status | Last activity |
|---|---|---|---|
Harbourside Dental 3 contacts | Customer | Active | 2 days |
Northgate Property Group 5 contacts | Customer | Active | Today |
Brightline Electrical 2 contacts | Contractor | Active | 3 weeks |
Maple & Co Cafés 1 contacts | Customer | Lead | 5 days |
Leads
Open pipeline $17,850 · Won this month $7,200
Maple & Co — 3 sites
$4,800
Riverbend Gym
$2,150
Northgate — Tower B
$9,600
Elm St Clinic
$1,300
Harbourside — annual
$7,200
Harbourside Dental · timeline
- Follow-up due Fri · Send renewal quote (assigned to Priya)
- Call · Confirmed extra cleaning on Saturdays
- Job completed · Quarterly deep clean, Level 2
Illustration of the real screens. Names and figures are fictional.
What Business customers can do
- Company records for customers, suppliers, contractors and partners, with several contacts each
- A leads pipeline (new, contacted, quoted, won, lost) with deal values and open-pipeline totals
- Follow-up tasks with due dates, assignees and email reminders
- An activity timeline per company and contact: notes, calls, emails and meetings you log, plus related jobs
- Search, status and type filters, and a "gone quiet" sort to spot customers you haven't contacted lately
- Custom fields, CSV import of companies and contacts, and CSV export
- Team roles per module (viewer, editor, manager), enforced on the server
- Jobs linked to each client with Jobs & Scheduling, included in the same plan
Clients & CRM is included in Business
US$39/month or US$390/year, with 500 dynamic QR codes. Cancel anytime.
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