Build your CRM

Pick your colour.

The whole CRM takes it. Light or dark is yours to choose too.

Colour

Change every part.

Pick a whole look, or change any one part. Your CRM takes it at once, and every change has an undo.

Is this how your work goes?

These are the steps a piece of work moves through, in order.

Which bots do you want?

Pick any you would want. Each drafts and waits for your yes. They are in build: none runs yet.

Your design is ready.

It is kept on this device, with your stages, your look and the bots you picked.

What happens next

1. Your design stays on this device, in this browser. Come back to this page and it is here.
2. Copy my design gives you the whole design as text, to keep or to send. It is not a link: a link that opens it on any device is in build.
3. Going live, with your real records, your own sign-in and bots that run, is in build. Nothing is charged today.

Keep shaping

• Change the look.Every colour, the corners, the glass, the spacing and the lettering.
• Ask for a change.Type it in your own words.
• Bring what you have.Paste a spreadsheet or an export.
• Change it by hand.Stages, bots, fields, lists, words, numbers and more.

Change it by hand.

Every part of it is yours to change. Pick one.

• Stages.The steps a piece of work moves through.
• Bots.Which ones you want on your team.
• Bots and reminders in your words.Change what a bot does and when it starts, write your own bot, reminder or recipe.
• Fields.What you keep on each record, in your order, with your choices.
• Lists and your words.Move a list, take one off or add a new one. Call things what you call them.
• Morning numbers and cards.What you see first each day, in your order.
• Reports.Counts and totals by stage or by a choice, over a time you pick.
• Connections.The tools it can work with, and which work today.
• Borrow from any trade.Lists, checklists and bots from all of them.
• Your logo.On the bar of your CRM, and the colours in it.
• Money and country.Your currency, and how dates and numbers are written.
• Your business name.What it is called on every screen.
• People and what each may do.Your roles, what each may see and change, and your CRM as each sees it.

People and what each may do.

The roles in your business and what each may see and change. The owner can always do everything. People are given a role once your CRM is live.

A new role

Your fields.

What you keep on each record. Move one with its arrows. Press More to change what it holds.

Your lists and your words.

The lists on your menu, in your order. One taken off keeps every record and can be put back.

Taken off the menu

An icon for each list

A new list

Your morning numbers.

The few numbers you want to see first each day. Move one with its arrows.

Bots and reminders in your words.

Every bot drafts and waits for your yes. None runs yet: they are picked, not running yet.

Write a bot of your own

Reminders and recipes of your own

A reminder flags the records that match for you to look at. No message goes out. A recipe keeps your words: it does not run yet.

Write a reminder

Write a recipe

Your reports.

Each counts or adds up one kind of record, by stage or by a pick-one field, over a time. Your CRM works them out from its own records. Move one with its arrows.

A new report

Connections.

The tools your CRM can work with. Only what works today can be switched on in this design. Nothing here signs in anywhere or asks for a password or a key.

Borrow from any trade.

Lists, checklists, bots and recipes from all of them.

Bring what you have.

Paste a spreadsheet, or an export from the CRM you use now.

Your logo.

Picked on this device. Put it on the bar, take its colours, or both.

Your money and country.

The money you work in, and how dates and numbers are written.