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.

This template consists of 4 tables in your database. These tables are:

• Contacts: For keeping track of individuals.
• Companies: For keeping track of organizations that individuals belong to.
• Pipelines: For keeping track of the opportunities with individuals.
• Activities: For keeping track of the activities you’ve done related to the individuals.

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.

The application offers a nice dashboard for the employees to manage all their pipelines, contacts and activities. There are two roles in the Employees table:

• Account manager: can only access his own contacts and pipelines
• Executive manager: can access all the contacts and pipelines"

Database: Lightweight CRM

Companies

Fields

• Name (Text)

• Address (Text)

• Industry (Single select)

• Pipelines (Link to table)

• Website (Url)

• Contacts (Link to table)

• Notes (Long text)

• Size (Single select)

• Total contract value (Rollup)

• Total closed won (Formula)

• Total closed lost (Formula)

• Total in progress (Formula)

• Pipelines count (Count)

• Active pipelines count (Formula)

• Pipeline owner (Lookup)

Views

• All Companies (grid)

• All Companies grouped by size (grid)

• Companies with active pipelines (grid)

Contacts

Fields

• Name (Text)

• Title (Text)

• Company (Link to table)

• Email (Email)

• Phone (Phone number)

• Activities (Link to table)

• LinkedIn (Url)

• Activities count (Count)

• Last activity date (Rollup)

• Company name (Rollup)

• Picture (File)

• Pipeline owners (Lookup)

Views

• All Contacts (grid)

• Contacts without recent activity (grid)

• All Contacts grouped by company (grid)

• Add contact (form)

• Gallery: all contacts (gallery)

Pipelines

Fields

• Opportunity (Text)

• Company (Link to table)

• Description (Long text)

• Stage (Single select)

• Expected Close Date (Date)

• Contract Value (Number)

• Notes (Long text)

• Activities (Link to table)

• Owner (Link to table)

• Company name (Rollup)

• Activities count (Count)

• Owner name (Rollup)

• Stage (symbol) (Formula)

• Last activity (Rollup)

Views

• All Pipelines (grid)

• Pipelines that are still open (grid)

• All Pipelines grouped by company (grid)

• All Pipelines grouped by owner (grid)

• Pipelines without activities (grid)

• Pipelines with high contract values (grid)

• All pipelines stacked by stage (kanban)

• All pipelines in calendar view (calendar)

• Add pipeline (form)

Activities

Fields

• Name (Formula)

• Contact (Link to table)

• Date (Date)

• Notes (Long text)

• Pipeline (Link to table)

• Contacts name (Rollup)

• Pipeline name (Rollup)

• Employee (Lookup)

• Attachment (File)

• Activity (Single select)

Views

• All Activities (grid)

• All Activities grouped by pipeline (grid)

• All Activities grouped by contacts (grid)

• Upcoming activities (grid)

• All activities in a calendar view (calendar)

• Add activity (form)

Employees

Fields

• Name (Text)

• Email (Email)

• Phone (Phone number)

• Pipelines (Link to table)

• Active pipelines count (Formula)

• Total pipelines count (Count)

• Password (Password)

• Job role (Single select)

Views

• All employees (grid)

Application: CRM updated application

Login

Data sources

Actions (event)

• open_page (after_login)

Home

Data sources

Actions (event)

• logout (click)

• open_page (click)

Pipelines

Data sources

• All qualified pipelines

• All follow-up pipelines

• All negotiation pipelines

• All contract sent pipelines

• Employee qualified pipelines

• Employee follow-up pipelines

• Employee Negotiation pipelines

• Employee contract sent pipelines

Actions (event)

• logout (click)

• open_page (click)

Pipeline add

Data sources

• Pipelines

• Companies

• Employees

Actions (event)

• logout (click)

• create_row (submit)

• open_page (click)

• notification (submit)

• open_page (submit)

Pipeline details

Data sources

• Pipeline details

• Related activities

Actions (event)

• logout (click)

• open_page (click)

Pipeline details (edit)

Data sources

• Pipeline details

• Related activities

Actions (event)

• logout (click)

• update_row (click)

• open_page (click)

• open_page (click)

Companies

Data sources

• All companies

• My companies

Actions (event)

• logout (click)

• open_page (click)

Company add

Data sources

• Companies

Actions (event)

• logout (click)

• create_row (submit)

• open_page (click)

• notification (submit)

• open_page (submit)

Company details

Data sources

• Company details

• Related pipelines

• Related contacts

Actions (event)

• logout (click)

• open_page (click)

Contacts

Data sources

• All contacts

• My contacts

Actions (event)

• logout (click)

• open_page (click)

Contact add

Data sources

• Companies

Actions (event)

• logout (click)

• create_row (submit)

• open_page (click)

• notification (submit)

• open_page (submit)

Contact details

Data sources

• Contact details

• Related activities

Actions (event)

• logout (click)

• open_page (click)

Contact details (edit)

Data sources

• Contact details

• Related activities

• Companies

Actions (event)

• logout (click)

• update_row (click)

• open_page (click)

• open_page (click)

Activities

Data sources

• Pipelines

• My pipelines

Actions (event)

• logout (click)

• open_page (click)

Activity add

Data sources

• Contacts

• Pipeline

• Activities

Actions (event)

• logout (click)

• create_row (submit)

• open_page (click)

• notification (submit)

• open_page (submit)

Activity details

Data sources

• Activity details

Actions (event)

• logout (click)

• open_page (click)

Activity details (edit)

Data sources

• Activity details

Actions (event)

• logout (click)

• update_row (click)

• open_page (click)

• open_page (click)