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Start here — run every Lead and Client through a simple pipeline, log every call and email against them, and know exactly who needs a follow-up next — computed straight from what you log, never re-typed.

1. Add every Lead and Client to Clients with its Status, Industry and Source.
2. Log every call, email, meeting or note in Interactions — set a Follow-up date whenever one's needed.
3. Open the Dashboard below — Next follow-up and Follow-up status fill themselves in from what you just logged.
4. When you are ready, delete the sample rows (they are marked 🧪). </aside>

• How to use

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✨ Want the full system? This Lite version tracks your pipeline and follow-ups. The full Client CRM also gives you:

• A Contacts database — every point of contact at a Client, tagged Primary
• A Deals database, with Pipeline value and Won value rolling up onto each Client automatically
• A Referred by self-relation, so Referrals (#) shows who is actually sending you business
• A live mini-dashboard on every Client’s own page — their Contacts, Interactions and Deals together the moment you add them
• A public New lead intake form, plus a weekly pipeline review and ready-to-use follow-up scripts

The full Client CRM

All 50 templates for $47

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📊 Dashboard

Needs a follow-up

Untitled

Pipeline

Untitled

Clients

Interactions