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Templates

No. 002Template

A CRM shaped to your pipeline

Your leads, calls and follow-ups in one place you own, with no per-seat rent.

by Lucas Cooper-Bey

Book a 15-minute call with Lucas

A free 15-minute call. No price is printed until one is agreed with you.

The problem, in the owner's words

Small teams rent a large CRM, use a fraction of it, and pay for every seat every month.

Subscription apps used for this task

HubSpot, Pipedrive, Zoho CRM

What this template does

A lean CRM built around how one business actually sells: the pipeline stages it uses and the follow-ups it needs, and nothing else. It starts from TwentyFive, the CRM this work already runs on.

What you would lose

There is no marketplace of third-party plug-ins. A change is built for you rather than switched on from a settings menu.