Lightweight CRM for SMBs

Streamline your small business with a lightweight CRM

A modern, self-hosted CRM designed for SMBs to centralize leads, automate follow-ups, and gain insights—eliminating disorganized data, missed opportunities, and manual tasks for efficient growth.

Trusted by growing SMBs
Modern, efficient CRM dashboard for small businesses

The Core Problem

Small business owners with 1-50 employees lose up to 20% of potential revenue—around $5,000 to $20,000 annually—due to disorganized leads, forgotten follow-ups, and scattered contact data across emails, spreadsheets, and notes. Manual reporting and team collaboration cause errors like duplicate outreach, wasting 5-10 hours per week, while lacking insights hinders growth. This lightweight, self-hosted web-based CRM centralizes contacts, automates reminders, and provides simple analytics to boost close rates by 15%, save time, and streamline operations without bloated features or steep learning curves.

  • Disorganized leads and scattered data
  • Forgotten follow-ups and missed opportunities
  • Manual reporting errors and time waste
  • Lack of insights hindering business growth

Outcome

A centralized, automated CRM that recovers lost revenue, saves time, and provides actionable insights for sustainable SMB growth.

Designed for Every Role

Owner/Manager (Admin)

Full access to manage leads, assign tasks, view reports, and oversee operations. Dashboard includes lead pipeline, task tracker, contact health scores, calendar, activity feed, basic analytics, and messaging hub. Capabilities encompass data import/export, settings customization, report generation, and team activity monitoring.

Sales Rep/Team Member

Handles logging interactions, updating deals, and managing assigned leads with limited oversight. Dashboard shows assigned leads, task list, interaction history, and calendar events. Capabilities include adding notes/attachments, sending emails, moving deals through the pipeline, and self-assigning tasks.

Client/Lead (Portal)

Self-service access to view proposals, schedule meetings, and track deal status. Dashboard displays personal deal progress, upcoming meetings, shared documents, and basic communication. Capabilities involve uploading files, responding to messages, booking slots, and viewing limited history. Roles can merge (e.g., Owner + Rep) for solo users with role-based access controls (RBAC) for security.

Owner/Manager Dashboard

Gain real-time oversight with live updates via WebSockets, designed for non-technical users to monitor and manage operations effortlessly.

  • Lead Overview: Grid of leads by stage (New, Nurturing, Closed), filterable by source/date, color-coded (red=overdue, yellow=pending).
  • Task Tracker: Overdue reminders and team assignments with progress bars.
  • Contact Health Score: Engagement levels (e.g., 75/100 based on interactions).
  • Calendar View: Upcoming meetings with self-scheduling links.
  • Activity Feed: Recent interactions, deal updates, and team notes.
  • Analytics Widget: Win rates, revenue forecasts ($10K/month), and top sources.
  • Messaging Hub: Internal notes and client threads with search.
Owner/Manager Dashboard preview

Standard Plan

Core tools for SMBs (1-50 users, 100-500 contacts) to centralize leads, automate basics, and recover 20% revenue leaks while saving 5-10 hours weekly.

Contact & Lead Management

Included

Centralize contacts and leads with comprehensive history for efficient organization.

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Deal Pipeline Tracking

Included

Visualize sales stages from lead to close with drag-and-drop simplicity.

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Task & Reminder System

Included

Automate follow-ups and assignments to never miss an opportunity.

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Email Integration

Included

Sync and track emails directly within the CRM for seamless communication.

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Basic Reporting

Included

Generate simple sales insights with dashboards and exports.

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Activity Logging

Included

Automatically track interactions with timestamps and notes.

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Import/Export Tools

Included

Easily migrate data with CSV handling for quick setup.

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Role-Based Access

Included

Secure data with permissions tailored to each user's role.

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Calendar Sync

Included

Integrate with external calendars to avoid scheduling conflicts.

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Note & Attachment Storage

Included

Store notes and files per contact with easy searchability.

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Lead Scoring

Included

Prioritize leads based on engagement levels for focused efforts.

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Follow-Up Automation

Included

Auto-send nurture sequences triggered by deal stages.

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Client Portal

Included

Enable self-service for clients to view and manage deals.

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Basic Workflow Automation

Included

Set simple if-then rules for tasks and emails.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited users and contacts
  • Email notifications
  • Role-based access
  • Client portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights — $20-35 each.

Advanced Analytics

$28/mo

Interactive dashboards with forecasts and AI predictions.

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Custom Fields

$20/mo

Tailor profiles with additional data fields for unique needs.

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Integration with Accounting

$25/mo

Sync deals to QuickBooks or Xero for seamless financial tracking.

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Bulk Email Campaigns

$24/mo

Send targeted newsletters to segmented lists with tracking.

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Lead Capture Forms

$22/mo

Embed forms on websites to auto-create leads from submissions.

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Team Performance Tracking

$26/mo

Monitor rep metrics with individual dashboards.

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API Access

$30/mo

Enable custom integrations with REST API for data sync.

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Custom Reports

$27/mo

Build tailored dashboards with drag-and-drop metrics.

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Workflow Automation

$25/mo

Create advanced if-then rules with no-code builder.

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Advanced Segmentation

$23/mo

Auto-tag by behavior for targeted campaigns.

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E-Signature Integration

$29/mo

Sign contracts in-app with tracked status.

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Quote Builder

$21/mo

Generate customizable quotes that convert to deals.

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Referral Tracking

$20/mo

Manage referrals with unique codes and auto-credits.

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WhatsApp Notification Addon

$99

Enable instant alerts for leads, tasks, and deals via messaging app.

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WhatsApp Media Notification Addon

$25/mo

Attach files and images to messaging app nudges.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Follow-up Messaging Addon

$24/mo

Automate nurture sequences via messaging app.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99/one-time
  • Contact & Lead Management
  • Deal Pipeline Tracking
  • Task & Reminder System
  • Email Integration
  • Basic Reporting
  • Activity Logging
  • Import/Export Tools
  • Role-Based Access

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Advanced Analytics
  • Custom Fields
  • Integration with Accounting
  • Bulk Email Campaigns
  • Lead Capture Forms
  • Team Performance Tracking
  • API Access
  • Custom Reports

What SMBs Are Saying

“Our lead conversion improved dramatically, recovering lost revenue effortlessly.”

— Alex, SMB Owner

“Automation eliminated manual tasks, freeing up time for real selling.”

— Jordan, Sales Lead

“Centralized data and reminders make collaboration seamless and effective.”

— Taylor, Team Member

Ready to optimize your SMB operations?

Start with the Standard Plan and add advanced features anytime.