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CRM

CRM

Contacts, companies, a deal pipeline, an activity log, and follow-up tasks for a small services firm.

crm.templates.oncroft.net
CRM built on Croft. Contacts, companies, a deal pipeline, an activity log, and follow-up tasks for a small services firm.

Keep contacts and companies, move deals through a pipeline, log what happened, and see which follow-ups are due.

It is for salespeople and owner-operators at a small services firm who already know the accounts.

It runs on a private croft, behind company login, so the pipeline is not a public board.

The prompt

Build me a CRM on Croft with a pipeline and follow-ups. Let me store contacts and companies, move deals through stages, log activity, and keep follow-up tasks. Show me what is open this week and who I have not heard from.

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