A simple CRM built for freelance trainers and small businesses: track every lead, see your pipeline at a glance, get reminded to follow up, and email people in one click. No spreadsheet, no sticky notes, no forgotten enquiries.
Free while it's in beta. Join now and keep a founding £15/month rate for life once billing starts.
Running the Lead Generation service means I hand freelance trainers warm leads every month, and I kept seeing the same problem: no proper place to put them once they arrived. A note on a phone, a half-remembered name, a follow-up that never happened. This CRM is the fix, built for a one-person training business, not adapted from something built for a sales team of twenty.
No modules to configure, no features you'll never touch. Sign up and it's ready to use.
Every enquiry and client in one list: name, business, contact details, notes and estimated value, searchable in seconds.
Drag a lead from New through Contacted, Quote Sent, Booked or Lost, so you can see exactly where everyone stands without opening a single spreadsheet.
Set a follow-up date against any contact and it shows up on your dashboard, so nobody falls through the cracks between courses.
Total leads, new this month, bookings and your conversion rate, at a glance, updated automatically as you work.
Write a follow-up, a quote email and a booking confirmation once. After that it's one click to open a ready-written email in your own inbox, checked and sent by you, never sent automatically.
A private account just for your business, walled off from every other business using the CRM, enforced at the database level.
There's no payment collection built into the CRM yet, so nobody is charged anything while that's true. Here's exactly what happens once it changes.
Because it's the honest way to do it. Plenty of "free beta" tools go quiet about what happens next and then surprise everyone with a price rise. Joining now costs nothing and guarantees you never pay more than £15/month for it, whatever the price becomes for people who join later.
No jargon, just the honest answers.
Yes. It's in beta, there's no payment collection set up at all, so every account is free while that's true. Sign up costs nothing and there's no card required.
It'll move to £15 a month. Anyone who signs up while it's in beta keeps that £15 rate for as long as they stay a customer, it won't creep up later. That's the whole point of joining early.
No. If you're on Lead Generation, the CRM is included at no extra cost, permanently, not just during beta. It's where I put the warm leads I send you, so it made sense to include it rather than charge you to receive your own leads.
Yes. Every business's contacts, pipeline, tasks and templates are completely walled off from everyone else's, enforced at the database level, not just hidden in the interface. Nobody else using the CRM can see your data, and you can't see theirs.
No, and that's deliberate. Clicking a template opens a ready-written email in your own inbox for you to check and send yourself, nothing goes out without you seeing it first.
Yes, whenever you like, no minimum term on the CRM itself.
Sign up in a minute, no card required while it's free.