In a nutshell

• This template is a perfect fit for freelancers, founders, entrepreneurs, and business owners who want a lightweight solution to manage their business relationships.
• This template lets you manage clients and track opportunities.
• This template is a perfect fit if you are looking for a CRM as a starting point that you can rapidly set up and customize to fit your workflow.

Foreword

While CRM tools provide a solid relationship management solution, most CRM tools make too many assumptions about how a CRM should work for you, forcing you to work in a way that doesn’t fit your workflow. More than often, these tools can be overly complex, meaning you end up with a huge number of features you don’t put in use because you don’t have the time to learn all of them. This lightweight CRM is perfect for freelancers, founders, entrepreneurs and small business owners who need to manage relationships of all types. It will give you a starting point to manage many relationships for your business and you can and customize it to fit your unique needs.

The template

This template consists of 4 sheets which translates to 4 tables in your database. These tables are:

• Contacts: let you track people you met
• Companies: let you track the organizations these people belong
• Pipelines: let you track the opportunities you had with these people and track the progress you’ve made
• Activities: let you track the activities you’ve done related to people you’ve met

Each table is designed to make as few assumptions as possible about the information you want to track, so they only include fields that are necessary to help you start as soon as possible to manage your business relationships.