CRM · free, in your browser

Track leads on a sales pipeline board

See where every lead stands at a glance. The Pipeline tab has one column per stage, and each customer is a card you move along as the deal moves.

Open the pipeline

How to do it

1. Add each lead with Add customer. New customers start at Lead.
2. Open the Pipeline tab: Lead, Contacted, Customer and Lost.
3. Drag a card to the next stage, or use its Move button, a right-click or the Menu key.
4. Add a dated note after each call or meeting, and set the next follow-up date.

Reports adds up the pipeline with CRM leads by stage, which also shows the value of issued and paid invoices for each stage. Suppliers from Purchase Orders are kept off the board.

Your files stay on this device: CRM runs in your browser, with no upload, no account and no watermark.

Questions

Can I rename or add stages?

No. The four stages are fixed: Lead, Contacted, Customer and Lost. Use tags or groups for anything finer.

Does the pipeline show deal values?

There is no deal amount on a card. The CRM leads by stage report shows the invoiced value of the customers in each stage.

Does it work on a phone?

Yes. On a narrow screen the list and the customer page take the full width, and cards move with their Move button. Nothing to install: just open it in the browser on your phone, tablet or computer. It keeps working without internet after your first visit. Want an icon on your home screen? On iPhone or iPad, tap Share, then Add to Home Screen. On Android, open the browser menu and tap Add to Home screen. On a computer, click the install icon in the address bar.

More with CRM

• A simple, free CRM with no sign-up
• Track customer follow-ups
• A free HubSpot CRM alternative, in your browser

Related apps

• PDF Editor
  Available
  Organise, edit and sign PDFs. Nothing uploaded.
• Label Designer
  Beta
  Design and print barcode labels.
• Reports
  Beta
  Totals and lists across Contacts, Invoices, Expenses and CRM, with profit by month. Read-only.