Client CRM
Pipeline
Table
Dashboard
Follow-Ups
Emails
Prompts
+ Add Contact
Export CSV
Import CSV
☀️ Light
Name
Company
Email
Phone
Deal Value
Status
Source
Follow-Up
Pipeline by Stage
Revenue by Month
Follow-Ups Manager
+ Schedule Follow-Up
All
⚠️ Overdue
📅 Today
⏩ Upcoming
⏳ Unscheduled
×
Add Contact
Full Name *
Company
Email
Phone
Deal Value (₹)
Status
Lead
Contacted
Proposal
Negotiation
Won
Lost
Source
Website
Referral
LinkedIn
Cold Email
Event
Social Media
Other
Follow-Up Date
Tags (comma separated)
Notes
Documents (links, comma separated)
Invoice Status
Not Invoiced
Invoice Sent
Paid
Overdue
Save Contact
×
?
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How to Use
Pipeline
— Drag contacts between stages. Click a card to view details.
Table
— Sortable spreadsheet view. Click column headers to sort.
Dashboard
— At-a-glance metrics: pipeline value, win rate, conversion funnel.
Follow-Ups
— See overdue and upcoming follow-ups. Never miss a deal.
Add Contact
— Fill in details, set status, add tags and notes.
Search
— Full-text search across all contacts, notes, and tags.
Import/Export
— Bring in CSV data or export your pipeline anytime.
Use Cases
Freelancer tracking client proposals and follow-ups
Agency managing sales pipeline across team
Consultant organizing leads by stage
Sales rep tracking deals and revenue forecast
Small business owner managing customer relationships
How It Helps
Replace HubSpot CRM ($45/mo) and Pipedrive ($15/mo)
Never lose a lead — everything in one place
Visual pipeline shows exactly where every deal stands
Automated follow-up reminders prevent missed opportunities
100% private — all data stays in your browser