Client.coffeeSuite.coffee

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.

Start for freeSee how it works

The Free plan does not expire and needs no card to get started.

Sales pipelineOpen opportunities
€18,450
New2
North CaféMenu renewal
€1,800
Lumen StudioConsulting
€2,400
Proposal2
Central WorkshopImplementation
€4,250
Alba ClinicAnnual service
€3,600
Negotiation1
Mirador HotelBooking project
€6,400
Contacts with contextRelated details, activity and opportunities.
Visible pipelineEvery opportunity in its current stage.
Next actionsPending tasks, calls and meetings.
Measurable resultsOpen value, won value and funnel by stage.

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.

Leads spread across files and notes.Follow-ups that rely on memory.Opportunities without an owner or next step.Sales reports assembled manually.

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.
Registered leads24
Qualified leads15
Open opportunities9
Won4

Sales intake

Leads organised before they become customers

Record enough information to decide which opportunity deserves attention and keep the source of every contact.

Status and temperatureSeparate new, contacted, qualified and discarded leads.
Estimated valuePrioritise follow-up with financial context.
Traceable conversionCreate or reuse the customer and contact and open the related opportunity.

Daily work

Always have a next action

Link tasks, calls and meetings to customers, contacts, leads or opportunities and control when they are due.

CallsRecord follow-up as pending or complete.
MeetingsKeep the date, priority and owner.
TasksSee what is pending, complete or cancelled.

Getting started

Start with a simple sales process

01

Configure the CRM

Choose country, time zone, currency, week and language.

02

Create your pipeline

Define open stages and won and lost outcomes.

03

Register your leads

Add source, value, owner and next action.

04

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.

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Teams managing leads

Keep initial contacts separate from real opportunities.

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Stage-based sales

See the value and next steps of every negotiation.

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Service businesses

Review sales history around every customer.

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Start 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.

Contacts and 360-degree recordPipeline and kanbanReports and exports
0 €per monthStart for freeCompare all plans

Frequently asked questions

Before organising your sales

What Client.coffee manages, how limits work and what happens when you connect other applications.

Features
What 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 import leads automatically from ads or forms?

No. The current version lets you register and manage them in the CRM, but does not provide multichannel capture or marketing automation.

Does the CRM generate invoices?

No. It can view documents from a connected Invoice.coffee instance, but invoicing belongs to Invoice.coffee.

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.

View all articles

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.

Start for free