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Unlock the Full CRM
You've seen the Pipeline view. Unlock Table view, Dashboard with analytics, Follow-Up reminders, 10 email templates, CSV import/export, and 15 ChatGPT prompts.
6
Views
10
Email Templates
15
ChatGPT Prompts
| Name | Company | Phone | Deal Value | Status | Source | Follow-Up |
|---|
Pipeline by Stage
Revenue by Month
Upcoming & Overdue Follow-Ups
Add 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