Contacts, follow-ups and a sales pipeline for small businesses and sole traders. See who needs chasing today, the moment you log in. A free 30-day trial with no limits and no card; then free up to 25 contacts.
The first screen is the only one you need most mornings: what is overdue, what is due today, and which open deals nobody has a follow-up booked for.
Every other CRM is built around new leads. This one also shows you the customers you have not spoken to in six months, books the yearly service by itself, and asks one question whenever you finish something: when will you next be in touch?
Lead, Contacted, Proposal, Won - or whatever you call them. Rename the stages in seconds, move a deal with one click, and see what each stage is worth.
Details, a running log of notes, their follow-ups and their deals. When they ring, you know where things stand before you say hello.
No setup wizard, no training videos, no consultant. Import a spreadsheet and carry on.
A free 30-day trial with no limits and no card. Then free up to 25 contacts, £5 a month plus VAT for unlimited, or £12 for a team of up to five. No per-feature charges, no "contact sales".
Your client list lives in London, encrypted, with backups. UK terms, UK support.
Export everything in one click. Delete your account yourself and it is gone - data and login - immediately.
No adverts, no analytics, no third-party scripts. We never read or use what you store.
Columns called Name, Company, Email and Phone import as they are. Your history comes with you. Not there yet? Start with our free CRM spreadsheet.
Prices exclude VAT. Cancel any time; nothing is deleted if you do.
Everything the product does, task by task: getting started, importing, keeping in touch, the pipeline, your phone, teams, billing and your data.
Yes. Every new account starts with a free 30-day trial: no limit on contacts and no card, so you can bring in your whole list and see what the gone-quiet list does with real history. After that the free plan holds up to 25 contacts with every feature, for as long as you like.
Nothing is lost or locked. You can still see, edit and export everything; you just cannot add a 26th contact until you upgrade. The Business plan is £5 a month (or £48 a year) plus VAT, and you can upgrade from Settings at any time.
No. The only ceilings are ones a small business will not reach: 10,000 contacts, 10,000 follow-ups, 50,000 notes and 5,000 deals per account on Business and Team. The Free plan holds 25 contacts, 200 follow-ups, 500 notes and 100 deals. Nothing is ever deleted when you reach one; you just cannot add more until you upgrade or tidy up.
In Amazon Web Services' London region, encrypted in transit and at rest, with point-in-time backups. There are no third-party scripts, adverts or analytics in the app.
Yes. Export them from Excel, Google Sheets or another CRM as a CSV file and import it in Settings. Columns called Name, Company, Email, Phone, Tags and Notes are picked up automatically.
Any time, in one click: contacts as CSV, or everything as a single file. You can also delete your account yourself, which erases your data and your login immediately.
Yes, up to five people. The Team plan is £12 a month plus VAT for the whole account: the owner invites people by email, everyone sees the same contacts, follow-ups and deals, and the owner can remove someone at any time.
It works on your phone as it is, and you can add it to your home screen so it opens full-screen like any other app - nothing to download from a store. Your follow-ups can also appear in your phone's own calendar, with its reminders, through a private link you create in Settings.
Yes. Export them from your phone's Contacts app as a vCard file, or from Google Contacts or Outlook, and import the file in Settings. You see exactly what will be imported, and which people you already have, before anything is saved.
No. It runs in your browser on a computer, tablet or phone.
Two minutes to sign up, no card, a 30-day trial with no limits, and your first 25 contacts are free for good.
Sheetsmith