Simple CRM

Nothing too fancy, just the bits you need

Simple to use CRM

Dashboard / Home Page

The dashboard is the first page you see when you login. It lets you see at a glance important information for starting your day.

Dashboard Screenshot

1. Pipeline Chart

The pipline chart shows your next 3 months of deals. Lets you compare against your monthly targets. From the pipeline you can open the deal report this will detail all of the opportunities which make up the pipeline.

2. Today's Event

Events that are scheduled for the current day show here. These actions can be edited inplace.

3. Year to Date Chart

See how you are tracking on your annual targets. The values reported are accumlative over the last 12 months (since financial year start).

4. Activity Log

This is a log of today's activities in your account. Activities that are logged include any add/edit/delete operation in your account. As well as notifications such as open & links tracking events. There is a link to the actual activity log page - which is detailed below.

5. Action Counters

Shown on each page, the action counters lets you see how many overdue actions you have. Also reports on other important numbers such as deals with no plans, leads, action errors & more.

Activity Log

From the dashboard you can jump to the activity log page which shows the activities for the past 7 days. You can filter by activity types inorder to see just calls or just actions & plans.

Activity Log Screenshot


The Contact page has a wealth of information about your contacts, from here you can lookup their address in google maps, or edit a deal, add a call to the history & much more.

Contact Page Screenshot

1. Profile Information

Add a call, start an email. Jump to the company page

2. Deals, Plans & more

See what current deals are open, start a new contact plan. You can edit group membership or add notes.

3. Messages & Actions

The 'messages tab' is great for keeping all of your call history, emails and other notifications (link/open tracking) in the one place. The tabbed layout helps to keep the amount of information manageable without a loss of detail.

4. Social Links

Add social links to contact from Facebook, LinkedIn, Twitter or Google+. Launch a google search with a single click.

5. Tags

Add or remove any tags for this contact. Tags are searchable and provide a flexible way to create verticals or list contact interests.

Editing Contacts

Edit Contact Dialog Box

Adding email messages

Besides the built-in emailing experience in you can also send emails in outlook with a bcc to us and these emails will appear in the message history.

Adding Documents

You can upload documents that you wish to keep with the rest of the contact information in the document tab. Any documents in your forwarded emails will be automatically recorded here as well.

Deal Report

From the dashboard you can jump to the deal reports page. Deal reports let you quickly and easily query the deals in your account. You can filter and export the results straight to excel.

Deal Report Screenshot

1. Grouped Results

By default deals are grouped by status, then by month.

2. Report Filters

The report provides a lot of flexiblity in the number of filter combinations you can specify. You might want to find only deals with the lead source set to cold calls, or just deals which closed last month.

3. Export to Excel

A simple one click download to excel option. The report is pre-styled to be readily presentable as is.

4. Edit Deal

You can edit the deals in-place without leaving the report.


Deals or Opportunities are a major part of saleslifecycle. Deals let you record the lead source (i.e. telemarketing), contact, decision date & products of a lead or opportunity. The lead sources and deal status names are all customisable.

Deal Dialog Box

Closed Deals

When a deal is either won or lost it is considered closed. The ratio of won to lost deals is tracked on the dashboard.

Deals with no plans

Whenever there is a deal in the system we track whether there are any future actions or contact plans for the deal's contact. If there are none found, then it is counted as a 'deal with no plans'. These deals are highlighted on the dashboard action counters. Ideally each contact with a deal or opportunity should be on a contact plan.


Team Hierarchies supports simple team hierarchies. Each member can be assigned one manager that they report to. Managers can 'impersonate' any user that reports to them or is junor to a manager under them. Most organisational structures can be modeled in this way.

Assigning Roles

You can assign two roles - 'Sales' & 'Account Admin'. By default you are the account administrator. Only account administrators can access the admin section.

Member Dialogbox

Setting Goals

Each team member can have an individual target set for them. A manager can also set a rollup target which is used on the dashboard when the impersonate user is set to rollup

Impersonating Users

Member Impersonation

As a manager you can switch context to any member who reports to you. If you are the account admin you can impersonate anyone. The [+] symbol indicates that the resulting view will be a 'rollup' of all of the users, so the statistics shown on the home page will be an aggregate of all of those users.

Additional Members

Additional members can be added to your account at anytime by adding a new subscription. See the pricing page for more details



Territories are used to restrict access to a group of contacts from other team members. Territories make it easier to move salespeople around and change permissions for all of the territories contacts.

Initially there is only one territory when you first create your account. Depending upon how your team is used to working you may or may not want to create additional territories.


There are quite a few ways to customise and make it suit your needs. Via the admin panel you can access the 'customise' menu.

Custom Deal Status

You can add/edit/remove the default deals to better reflect your sales process.

Customise Deals


Simularly you can also edit the default action types, lead sources & call types.