Sheetsmith CRM

The CRM with nothing to learn.

Contacts, follow-ups and a sales pipeline for small businesses and sole traders. See who needs chasing today, the moment you log in. Free up to 25 contacts.

No card neededHosted in the UKExport any timeNo tracking
Sheetsmith CRM's Today screen: overdue and due follow-ups, each with the contact's name, and the deals nobody is chasing
Today

Know who to chase before your coffee goes cold.

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 follow-up starts with who it is with
  • One click to email or call them
  • "Deals nobody is chasing" - so nothing goes quiet
Today screen
Pipeline

Your deals, in your stages, with a running total.

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.

  • Your own stage names
  • Value per stage and in total
  • Every deal tied to its contact
Pipeline board with deals by stage and totals
Contacts

Everything about a client on one page.

Details, a running log of notes, their follow-ups and their deals. When they ring, you know where things stand before you say hello.

  • Notes timeline: what was said, what happens next
  • Search by name, company, email, phone or tag
  • Import from a spreadsheet, export whenever you like
A contact's page with notes, follow-ups and deals
Why it is different

Built for the business that does not want a CRM project.

Working in minutes

No setup wizard, no training videos, no consultant. Import a spreadsheet and carry on.

One flat price

Free up to 25 contacts. Then £5 a month plus VAT. No tiers, no per-feature charges, no "contact sales".

Hosted in the UK

Your client list lives in London, encrypted, with backups. UK terms, UK support.

Your data is yours

Export everything in one click. Delete your account yourself and it is gone - data and login - immediately.

No tracking

No adverts, no analytics, no third-party scripts. We never read or use what you store.

Outgrown the spreadsheet?

Columns called Name, Company, Email and Phone import as they are. Your history comes with you.

Pricing

Start free. Stay free if it is enough.

Prices exclude VAT. Cancel any time; nothing is deleted if you do.

Available now

Free

£0
  • Up to 25 contacts
  • Unlimited follow-ups within fair limits
  • Pipeline, notes, import and export
  • No card needed
Start free
Opening soon

Business

£5 / month + VAT, or £48 / year
  • Unlimited contacts
  • Everything in Free
  • Extra users £3 / month each, up to 5
  • 60 days' notice and a full export if we ever close
Read the terms
Questions

The things people ask first.

Is it really free?

Yes. The free plan holds up to 25 contacts with every feature, for as long as you like. No card is needed to sign up.

What happens when I reach 25 contacts?

Nothing is lost or locked. You can still see, edit and export everything; you just cannot add a 26th contact until you upgrade. The paid plan is £5 a month (or £48 a year) plus VAT, and is opening soon.

Where is my data kept?

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.

Can I import my existing contacts?

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.

Can I get my data out again?

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.

Is it for teams?

It is built for one-to-five-person businesses. Today each account is a single login; extra users at £3 a month each are on the way.

Do I need to install anything?

No. It runs in your browser on a computer, tablet or phone.

See who needs chasing today.

Two minutes to sign up, no card, and your first 25 contacts are free for good.