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Sales, marketing, and fundraisingStandard plan and above

CRM-Lite template

Lightweight sales pipeline with company, contact, deal value, and source columns, plus a lead-capture form that feeds the board.

Use this templateCheck the Standard plan
Starter tasks
8
Grouped into 4 groups
Views
4
Installed and ready on first open
Custom columns
5
Beyond the built-in task fields

What this template gives you

Track contacts, companies, and pipeline in one view. Leads move through New leads, Contacted, Qualified, and Won, carrying company, email, phone, deal value, and source (Inbound, Outbound, Referral, Event). The built-in Lead capture Form view logs new prospects straight onto the board, follow-up dates drive overdue alerts so nothing goes cold, and deals marked complete file themselves into Won. The dashboard totals your pipeline by the numbers.

Workstreams

  • New leads to Won pipeline
  • Lead capture form
  • Deal values & sources

Groups it creates

Tasks arrive already sorted into New leads, Contacted, Qualified, and Won.

Exports

Anything in this template exports to Excel, PNG, PDF.

How it looks

The board view, with a column for each of the 4 groups the template creates.

Custom columns installed
  • CompanyText
  • EmailEmail
  • PhonePhone
  • Deal valueCurrency
  • SourceDropdown · 4 options
Views installed
  • Deal board
    Kanban board grouped by status
  • Pipeline
    Spreadsheet-style task register with custom columns
  • Lead capture
    An intake form that adds tasks straight to the table
  • Dashboard
    Customisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
  • When a task becomes overdue, notify the project owner
  • When a task is marked complete, move it to a group

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Fundraising pipeline from prospect to collected: amounts, donor types, contact details, application deadlines, and smart alerts.

Start with CRM-Lite

Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.

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