Free customer management tools for small teams
Turn scattered customer data into
clear next actions.
Contacts, opportunities, follow-up notes and to-dos in one place. Import from Excel today and start following along today.
- ✓ No credit card required
- ✓ Excel/CSV Import
- ✓ Data can be exported at any time
is not another more complex table
The beginning is very light and the process is very clear
Customer management should not start with a week of training.
Bring in the list you are using, organize it according to your own sales stage, and then only look at what to do today.
Bring the original client
Upload Excel or CSV to match fields such as name, company, phone number, email address, etc., without having to re-enter them.
Set up your own sales stage
Use Kanban to track every opportunity from new lead to closed deal. Drag the card to update the progress.
You know what to do every day when you open it
Turn follow-ups, phone calls, and meetings into next tasks so that busyness really drives the deal.
Core CRM, a lot of the same
Simplicity hides complexity.
does not give you less functions.
From contacts to business opportunities, from tasks to team collaboration, daily sales work is on a continuous timeline.
Try it now for free →Customer Panorama
Contacts, companies, communication records and business opportunities are presented in a centralized manner, so handover no longer relies on recall.
Opportunity Pipeline
Customize the sales stage and see clearly the opportunity amount, the person responsible and the next action.
Task Reminder
Turn every follow-up into a clear task, and overdue items and today’s key points can be seen at a glance.
Flexible import and export
supports table migration. Customer data belongs to you and can be fully exported when needed.
Your data, you don’t have to start from scratch
One piece of Excel,
brings back customers of many years.
Upload the form, confirm the fields, and start importing. Historical customers can be followed up, and duplicate records can be discovered before importing.
- 01 supports Excel and CSV
- 02 Custom field matching
- 03 Check data before import
AI is not a chat box, it is a sales assistant
Let customers record and turn it into actionable judgment.
AI capabilities will be gradually accessed: summarizing follow-up records, identifying high-intention customers, and generating weekly reports, allowing the team to spend time on customers who really need to communicate.
The 3 most worthy of priority follow-up opportunities
Why is it free first
Let CRM be really used first,
Talk more.
Many teams are not short of software, but are worried about migration costs, learning costs and the cost of buying the wrong software. The free public beta allows you to first verify whether it works smoothly with real customers.
is suitable for personal sales, SOHO and small teams that are establishing customer management processes.
- ✓ Contact and Company Management
- ✓ Business opportunity pipeline and tasks
- ✓ Excel/CSV Import
- ✓ Data can be exported at any time
Before starting, you may also want to know
FAQ
Is it really free to register now? +
Yes, there is no need to bind a credit card during the free public beta period. The formal plan and subsequent value-added capabilities will be clearly explained in advance, and fees will not be automatically deducted.
import customers from the original Excel? +
Yes. Supports Excel and CSV customer lists, and can match fields such as name, company, phone number, and email address when importing.
is no longer used in the future, can the data be taken away? +
Yes. We insist that data can be migrated, and customer and business data can be exported to avoid being locked by tools.
What can AI analytics do now? +
AI sales briefings, customer intention judgments and follow-up summaries are gradually being accessed. The basic CRM can be used first, and the AI functions will be available for experience in batches after they are launched.
Imported the first batch of customers today