Simple CRM Template
Keep your contacts, deal values and follow-ups in one simple board. Move people from Lead to Won as the deal progresses.
Use the tool
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How to use it
- Add a contact with company, phone or email, deal value and the next follow-up date.
- Move the contact between stages as things change.
- Check the follow-ups due count at the top each day.
- Export your contacts to CSV for a spreadsheet backup.
Tips for best results
- Write the next action in the notes so you always know what to do when you open a contact.
- Export a CSV regularly; data stored in a browser can be lost if site data is cleared.
Frequently asked questions
Where is my data stored?
In this browser on this device only. Nothing is sent to a server.
Can I use it on my phone?
Yes, but each device keeps its own separate data.