Sales

Simple CRM

A pipeline your team will actually keep up to date.

Opens in seconds on a private copy with sample data. Anything you build can be moved into your own account later.

Simple CRM dashboard

What's inside

Companies, contacts, deals and activities in one place. Drag deals across a kanban by stage, watch the pipeline dashboard update live, log calls and meetings against each deal, and let a workflow email the owner the moment a deal is won.

  • Pipeline dashboard: open pipeline, won revenue, deals by stage
  • Kanban board of deals by stage with one-click Won / Lost actions
  • Activity timeline on every deal record
  • Workflow: email the owner when a deal moves to Won
  • Conditional formatting for overdue close dates

Who it's for

Small sales teams replacing a spreadsheet or an over-priced per-seat CRM.

How templates work

  1. 1. It's a real app. Opening a template provisions a fresh database for it and loads sample rows — the same path Ember uses when it drafts an app from a prompt.
  2. 2. Change anything. Add fields, drop blocks onto views, rewrite the workflows, set roles. The sample data is yours to edit or replace with a CSV import.
  3. 3. Keep it.From the sandbox, “Keep this app” sends you a link that moves the app — data, versions and all — into your own workspace once you sign up. Signed-in builders copy templates straight into their workspace.

More templates