CRM

App gallery / Business

CRM: activities by deal, new contact form, contact record

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CRM

A sales CRM for a small team. Keep companies and the people at them, with contact fields that follow vCard so they travel to and from address books. Track deals through the pipeline by stage, value and expected close date, and log calls, emails, meetings and tasks against each contact and deal, with a calendar of what is due.

Database app · 5 tables · design: Fintech Indigo

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Tables

  • companies16 columns
  • contacts24 columns
  • deals14 columns
  • activities11 columns
  • notes9 columns

Sources and licences

  • vCard (RFC 6350) — IETF standard (Free to use)
  • Own packs (ours) — Ours (Free to use)