Small Business CRM + Live Dashboard is a CRM built for small business owners whose industry isn't listed yet. You get a ready-to-use Excel workbook and a live web dashboard your whole team can open on a phone, tablet or computer. One-time price, no monthly subscription.
Get the Small Business CRM, $97
Why small business owners outgrow spreadsheets and sticky notes
If your business has customers, deals, jobs and follow-ups, you need one place to see them. This is our general-purpose CRM for service businesses and small companies.
- Leads scattered across texts, email and sticky notes
- Follow-ups that slip
- Not knowing what's owed to you
What the live dashboard shows
Open it on your phone and see revenue won, open pipeline, win rate, money owed and what needs attention today. It updates when you or a teammate loads the workbook, and everyone on your team sees the same numbers.
What it tracks
- Contacts for leads, customers, partners and vendors
- Sales pipeline with win probability and weighted value
- Follow-up tracker: overdue turns red, due today turns amber
- Jobs and orders from quoted to paid
- Balance owed on every job
Three ways to get started
Do it yourself: $97
Download the workbook (blank and sample versions), follow the Start Here tab and unlock your live dashboard. Includes 3 team seats.
Done for you: $997
We import your customer list (up to 1,000 rows), set your stages, team, goals and branding, then walk you through it on a 30-minute call. Includes 10 seats and 30 days of email support.
Custom build: from $3,000
For more than 25 people, everyone editing their own records online, or connections to software you already use. Fixed quote in writing before any work starts.
Need more people on your team? Add 5 seats for $199, up to 25.
Questions
Is there a monthly fee?
No. You pay once for the CRM. The live dashboard and your team seats are included.
What do I need to use it?
Microsoft Excel or Google Sheets for the workbook, and any web browser for the live dashboard.
Who can see my numbers?
Only the people you add to your team by email. You can remove someone at any time and their access ends.
What if my industry isn't listed?
Start here, or tell us how your business runs and we'll quote a custom build.
Can customers pay online through it?
Not yet. Online invoice payments are in testing and planned for our CRMs. Today you track invoices and what's owed.
See every industry on our business software page.