Lightweight CRM
Turns your inbox into one visual pipeline so no enquiry or quote falls through the cracks.
What it's worth
Saves 2–3 hrs/week
Who it's for
Anyone juggling leads across texts, emails and a notebook, and losing track of who's where.
DIY: how to set this up yourself
A high-level path to a basic version you can build in Claude on your own.
- List every enquiry and job in one simple spreadsheet or board with stages: new, quoted, won, lost.
- Ask Claude to help design stages that match how work actually moves through your business.
- Set a rule for moving jobs between stages, for example quoted for 14 days with no reply means follow up.
- Get into the habit of updating it daily, or ask Claude to help pull updates from your inbox.
- Review it weekly to spot what's stuck and needs a push.
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