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Micro‑CRM

Workspace: Demo

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Tasks

Today · —

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    Pipeline (KPI)

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    Recent pipeline outcomes

    Celebrate wins and learn from setbacks.

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    Won deals

    Last 30 days

      Lost deals

      Last 30 days

        Daily metrics

        Track new relationships and completed work.

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        Contacts created

        Today
        0
        Yesterday
        0
        Last 7 days
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        Activities completed

        Today
        0
        Yesterday
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        0

        Overdue tasks

        Keep momentum by resolving overdue work promptly.

        0

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          Upcoming events

          Stay prepared for the next conversations.

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            Contacts

            Keep customer information centralized and ready for your team.

            Name Title Company Email Phone
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            Page 1 of 1

            New contact

            Create a contact to keep track of your relationships.

            Interaction timeline

            Log calls, emails and notes to keep context with this contact.

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            Pipeline

            Keep track of deals and drag cards to update their stage.

            Deal details

            Select a deal to view its details.
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            Open

            Company
            —
            Opportunity
            —
            Source
            —

            New deal

            Add a deal to your pipeline.

            Filter:

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            Add activity

            Keep track of follow-ups and tasks for your day.

            Profile

            Manage the details teammates will see when collaborating with you.

            Appearance

            Control how Micro‑CRM looks on this device.

            Theme

            Following system preference.

            Pipeline stages

            Add at least one stage to organize your deals.

              Product wireframe · not real data · © MicroCRM