Example build
Simple CRM
Keeps contacts, conversations and follow-ups in one place, replacing disconnected spreadsheets and inboxes.
Who it helps
Consultants and small teamsPrototype complexity: Medium
Project overview
A lightweight CRM designed for small teams that need simple contact and activity tracking without enterprise complexity.
The problem
Sales and relationship notes are kept in spreadsheets and individual inboxes. Follow-ups are missed because there is no central view of contacts, conversations or next actions. Team members cannot see what has been said or promised.
What was built
A lightweight CRM tool with contact records, activity logging, follow-up reminders and a simple pipeline view. The tool is designed for small teams that need practical relationship tracking without the overhead of enterprise CRM systems.
Production considerations
Data protection compliance, import and export capabilities, duplicate handling and access controls need to be addressed for production use, particularly if customer contact data is involved.
CRM mockup
Demo data only
First version scope
- Contact records
- Activity logging
- Follow-up reminders
- Pipeline view
- Team access
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