Start with what you already do
Register contacts and opportunities without designing a complex system before beginning.
- Three-step onboarding.
- Adaptable starting pipeline.
- Regional settings inherited from your business.
CRM for small business
CRM for small businesses that need to sell, not administer software
Replace scattered spreadsheets with a visible sales process and limits and prices you can understand before signing up.
Share follow-up with context
Each activity can be related to the relevant customer, contact, lead or opportunity.
- Owner and priority.
- Due date.
- Pending, complete or cancelled status.
Measure without rebuilding reports
The dashboard uses the same period for KPIs, funnel, sources and exports.
- New and qualified leads.
- Open and won value.
- Funnel by stage and source.
Frequently asked questions
Is it suitable for a freelancer?
Yes. The owner can work alone on Free, Basic or Plus without additional users.
Do I need to install software?
No. Client.coffee works in a web browser.
Can I change plan?
Yes. You can expand capacity as sales activity grows.
Organise the next step of every sale
Create a clear pipeline and bring leads, customers, opportunities and activities together from the Free plan.