CRM-Lite template
Contacts and leads with company, email, phone, source and a next step, a lead capture form, and a board from New to Converted.
Founders and small sales teams who need a pipeline, not a CRM licence.
- 5 views
- 9 fields
- 3 groups
- 9 sample tasks
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
Lead board · Board view · opens first
What's included
A contact list that behaves like a pipeline. Each lead carries company, email, phone, deal size, source and the next step, and moves from New through Contacted and Qualified to Converted or Disqualified. Groups are territories, so the board can be lanes by region. The Lead capture form logs new prospects straight onto the board, follow-up dates drive overdue alerts so nothing goes cold, and the dashboard totals the pipeline.
Views
- Lead board (Board)
- Contacts (Table)
- Follow-ups (Calendar)
- Dashboard
- Lead capture (Form)
Task fields
- Status
- Timeline
- Owner
- Companycustom
- Emailcustom
- Phonecustom
- Deal valuecustom
- Sourcecustom
- Next stepcustom
Groups
- North
- South
- International
Dashboard
- KPIs
- Tasks by status
- Group progress
- Overdue tasks
- Assigned to me
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- New
- Contacted
- Qualified
- Converted
- Disqualified
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside CRM-Lite
Use the CRM-Lite template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.