A simple CRM for small businesses
Contacts, companies and deals for a small sales team, with your own stages and a list of who needs a call this week.
Edit the request if you like. Free to start, no credit card.
What this request builds
- Contacts and companies with notes
- Deals on a board with your own stages
- A next step and a follow-up date on each deal
- A list of follow-ups due this week
- Each salesperson sees their own deals, and managers see all of them
What happens next
- Appvise builds a first version, with its screens and its own database.
- You try it and ask for changes in chat, in plain words.
- When it works for you, publish it and invite the people who will use it.
Questions
- Can each salesperson see only their own deals?
- Yes. An access rule shows people the deals they own, and a manager role sees them all.
- Can I change the stages later?
- Yes. Ask for new stages or fields in chat. Every change is saved as a version you can restore.
- Can it remind me to follow up?
- Yes. Ask for an email each morning with the follow-ups due that day.