CRM Lite
Pipeline stages, deal records, and an activity log.
A minimal pipeline for operators who hate Salesforce. Track leads through stages, keep a deal record per opportunity, and log every touch — without CRM bloat.
Features
Built for these businesses
CRM Lite is a common pick for operators in these industries. Each has a recommended setup on its own page.
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Related modules
Documents
Rich-text editor, templates, e-signature, and an audit trail.
Forms
Drag-and-drop form builder with conditional logic and signature.
Bookings
A public booking page with availability logic and deposits.
Try CRM Lite free for 14 days.
No card. It's pre-selected when you sign up. Add or remove modules any time.
14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.