Simple CRM for small businesses
The CRM that shows which customer needs attention
Keep contacts, leads, opportunities and activities in one place. See your sales process and decide clearly what should happen next.
The Free plan does not expire and needs no card to get started.
Less fragmentation
Your sales need follow-up, not more complexity
When information lives in spreadsheets, notes and separate conversations, it is hard to know who should call, which proposal is still open or how much value is at stake.
CRM essentials
A sales process everyone can understand
Client.coffee brings together the pieces needed to follow a sale without turning CRM implementation into another project.
Contacts and customers
Keep essential details and review sales activity from one shared record.
Qualified leads
Record source, temperature, estimated value, owner and next action.
Opportunities
Control value, probability, expected date, owner and closing status.
Configurable pipeline
Define open stages and won or lost outcomes that match your process.
Activities
Organise tasks, calls and meetings related to each contact or opportunity.
Sales reports
Review leads, open and won value, funnel by stage and acquisition sources.
From contact to close
Every advance stays visible
A lead is registered, qualified and converted with traceability. The opportunity continues through the pipeline until it closes as won or lost.
- Conversion avoids duplicate contacts with the same email.
- Stages and movements remain in the history.
- Value and activity stay linked to the right customer.
Sales intake
Leads organised before they become customers
Record enough information to decide which opportunity deserves attention and keep the source of every contact.
Daily work
Always have a next action
Link tasks, calls and meetings to customers, contacts, leads or opportunities and control when they are due.
Getting started
Start with a simple sales process
Configure the CRM
Choose country, time zone, currency, week and language.
Create your pipeline
Define open stages and won and lost outcomes.
Register your leads
Add source, value, owner and next action.
Work and measure
Move opportunities, complete activities and review reports.
Sell with structure
A CRM that fits the size of your business
Small businesses
Centralise the sales process without rolling out a complex platform.
Explore solutionTeams managing leads
Keep initial contacts separate from real opportunities.
Explore solutionStage-based sales
See the value and next steps of every negotiation.
Explore solutionService businesses
Review sales history around every customer.
Explore solutionStart at no cost
A Free CRM to validate your process
The Free plan lets you create 50 leads, 10 opportunities and 100 activities each month with one pipeline.
Frequently asked questions
Before organising your sales
What Client.coffee manages, how limits work and what happens when you connect other applications.
FeaturesWhat is the difference between a lead and an opportunity?
A lead is a sales contact that has not yet been qualified. When it is converted, Client.coffee creates or reuses the customer and contact and opens an opportunity in the pipeline.
Can I configure the stages?
Yes. You can create pipelines and order their stages while keeping one won outcome and one lost outcome.
Can I use Client.coffee without other applications?
Yes. Contacts, leads, opportunities, activities, reports and exports work independently.
What resets each month?
Allowances for new leads, opportunities and activities. Records from earlier months remain available and do not use the current allowance.
Can I limit what each user sees?
Yes. Operational visibility can be global, team-based or own-only and combines with instance access roles.
Can I export the data?
Yes. Lists can be exported as XLSX, CSV, PDF, ODS, JSON and TXT while preserving filters and permissions.
Sales without the noise
Guides to organise your sales
Practical ideas about leads, sales follow-up, customers and pipelines.
A Practical Follow-Up Routine for Sales Opportunities That Aren’t Ready to Close
A simple routine for small service businesses to record customer context, judge opportunity readiness and agree on a useful next action—without treating every enquiry as an immediate sale.
A Simple Monthly Review of Sales Opportunities for a Small Business
A practical monthly routine for small businesses to review open sales opportunities, record a clear next action, and decide what to pursue, pause, close, or revisit.
Customer Records vs Sales Opportunities: A Simple System for Service Businesses
Learn how small service businesses can separate lasting customer information from active sales opportunities, use clear next actions and maintain a practical weekly follow-up routine.
Put every opportunity and next action in the right place
Start with one pipeline, register your first leads and keep sales context from day one.