Marketing & sales
Simple CRM template
Deals on a board by stage with value, contact and next step, so you know what to chase this week.
6 database rows
Sales pipeline
Lead1
Fahrradwerk: shop redesign
Qualified1
Hafen Yoga: new website
Proposal1
Nordlicht Optik: booking flow
Negotiation1
Kanzlei Weiss: intranet
Won1
Bäckerei Lutz: online orders
Lost1
Stadtbibliothek: event calendar
What it is
A CRM (customer relationship management) here is a deal pipeline. Each deal moves through stages: lead (someone showed interest), qualified (they have the need and budget), proposal, negotiation, then won or lost. Each deal has a value in euros, a contact and a next-step date. The rule that matters is that every open deal has a next step on the calendar.
When to use it
- Freelancers and agencies with a handful of open deals
- Small sales teams that don't need a full CRM yet
- Tracking partnerships or fundraising conversations
How to use it
- 01
Add deals
One row per deal with value, contact and email. Notes from calls go inside the deal page.
- 02
Move by stage
Update the stage after each conversation. The board is your pipeline.
- 03
Schedule follow-ups
Set Next step on every open deal. The calendar view becomes your follow-up list.
- 04
Link call notes
Mention the client call notes page with @ inside the deal, so the history stays together.
Or have the AI draft your version
"Create a simple CRM for a wedding photographer with stages from enquiry to booked, package value in euros, wedding date, venue, next step date and source."
Related templates
All templatesMeetings
Client call notes
Context, what the client said, agreed next steps and a follow-up email drafted before you hang up.
Marketing & sales
Customer feedback log
Feedback from support, calls and reviews in one table, tagged by theme so patterns show up.
- How the AI works
Draft your own with AI
Describe the page you need in one sentence. The AI writes it, and you edit it like any other page.