💜 A clean CRM for freelancers, consultants, creators and small teams. Track leads, companies, conversations and follow-ups in one connected workspace.
| FREE TEMPLATE | 4 DATABASES | 5 SALES STAGES | 10-MINUTE SETUP |
|---|---|---|---|
| No payment required | Contacts, companies, activities and tasks | New Lead → Won | Start with the sample data |
Daily CRM rule: Every active lead should always have one clear next action and one follow-up date.
Move each lead from first contact to a clear outcome. Keep the card properties focused on company, estimated value, priority and next follow-up.
Focus on the highest-value conversations that require attention first.
Review this section at the beginning of each workday. Complete the action, log the outcome and schedule the next step when needed.