Tap the image to zoom · 4 images · Formats: Airtable, Notion
Small Business CRM (Lite)
Leads, deals and follow-ups without paying for a CRM.
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What's inside
A lightweight CRM as spreadsheet sheets plus a setup guide: contacts, deals, activity and follow-ups in one file, with pipeline totals calculated for you — no software subscription.
01Contacts sheet
Company, person, role, email, phone, source and owner with a status column.
02Deals pipeline
Stage, value, probability, weighted value and expected close date, totalled by stage.
03Activity log
Every call, email and meeting logged against a contact with the outcome.
04Follow-up sheet
Next action and due date per contact, sorted so today's list is obvious.
05Dashboard sheet
Pipeline value, deals by stage, win rate and activity count for the month.
06Setup guide
Import instructions, how to adapt the stages, and a daily 15-minute routine.
About this product
A lightweight CRM for solo operators and small teams: linked contact, company and deal tables, a weighted pipeline with stage probabilities, activity log, follow-up reminders and a revenue forecast view. Available as an Airtable base or a Notion workspace.
- Linked contacts, companies, deals
- Weighted pipeline stages
- Follow-up reminder system
- Monthly revenue forecast
Questions
How many contacts can it hold?
Thousands — both editions stay fast well past typical small-business volume.
Can my team use it?
Yes, share the workspace or base with any number of collaborators.
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