CRM lite template
A focused CRM for teams who outgrew spreadsheets but do not need Salesforce. Pipelines, notes, and email logging.
What is in the box
- Pipeline view with drag and drop stages
- Contact and company records with notes and tasks
- Email logging via Resend or your existing provider
- Owner assignment with per-owner filters
- Weekly digest of pipeline movement to the team
- CSV import and export with field mapping
Small teams outgrow spreadsheets fast. They also bounce off Salesforce, HubSpot Pro, and any CRM that requires an admin to set up. This template is the middle ground: a real CRM with the parts a five-person sales team uses, and none of the parts that turn CRMs into IT projects.
Why most CRMs fail for small teams
The big platforms are built for admin-led adoption. A revenue ops person configures the pipeline, builds the reports, designs the dashboards, and trains the team. Small teams do not have that person. They have a founder who needs to log calls between meetings.
This template is built for that founder. Defaults that work on day one, a pipeline view that does not need explanation, and a contact record that fits on a screen without scrolling.
What ships in the box
A pipeline view with five default stages you can rename in a config file. Contact records with notes, tasks, and a timeline. Email logging via Resend (or wire it to your existing provider). Owner assignment so each contact is somebody's job. A weekly digest that summarizes what moved.
Reports are deliberately minimal. Four metrics: pipeline value, weighted pipeline, deals closed this week, deals stuck. Anything more belongs in a dashboard, not a CRM.
What is intentionally missing
No sequencer. No prospecting tools. No automation builder. No AI lead scoring out of the box. Adding any of those turns the CRM into a platform, and platforms need admins. The template stays small on purpose.
If you need prospecting, sequences, or scoring, layer a dedicated tool on top and let the CRM be the system of record. That separation is healthier than trying to make one tool do both.
Migration from spreadsheets
The import wizard handles the common shapes: Google Sheets export, Pipedrive CSV, HubSpot contact export. Field mapping is manual but the wizard remembers your mapping for repeat imports.
Most teams migrate in under an hour. The longer ones are not slow because of the tool. They are slow because the spreadsheet had three years of weird columns nobody could explain.
How to get the template
We share the template with teams that book a discovery call. Thirty minutes is enough to know whether this CRM fits your team or whether you actually need a fuller platform.
Included with the template
- Supabase schema for contacts, companies, deals, notes, tasks, activities
- Pipeline UI with kanban drag and drop
- Email logging helper for Resend
- Reports view with the four metrics small teams actually use
- Import wizard for spreadsheet migration
Frequently asked questions
How many users can this CRM handle?+
Tested cleanly up to a few dozen users on Supabase Pro. Past that you usually want to add an indexing pass and a read replica for the pipeline view, which is straightforward.
Can I add custom fields?+
Yes. The template ships with a small custom field framework on contacts, companies, and deals. The pattern is database-backed so the fields survive deploys and migrations.
Does it integrate with my email?+
Outgoing email is wired to Resend by default and can be swapped to any SMTP provider. Inbound email is not in the template; if you need full conversation sync, plan for a paid Nylas or similar integration on top.
More templates
Got an idea? We can ship it next week.
30-minute discovery call. We tell you what's possible, what it costs, and when it ships.