Simple CRM

Simple CRM

The Simple CRM Template is a free, ready-to-use CRM app built on Fuzen to help businesses organize and manage their leads in one central place. It provides a clean dashboard with a table view of all leads, making it easy to track progress, status, and recent activity at a glance. With dedicated lead detail pages, you can manage contact information, record meeting logs, upload documents, create proposals, and monitor every activity related to a lead. The built-in Kanban view helps you visually manage your pipeline, while the product management section allows you to organize offerings and attach them to proposals. You can fully customize this CRM using Fuzen AI to match your exact workflow — without any coding.

App Preview

Simple CRM

By Fuzen.io

  • ✔ Leads Management
  • ✔ Dashboard Table View
  • ✔ Lead Details Page
  • ✔ Meeting Logs
  • ✔ Document Management
  • ✔ Proposal Creation
  • ✔ Lead Activity Tracking
  • ✔ Product Management
  • ✔ Kanban View for Leads
  • ✔ Customize Using Fuzen AI
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Key Features:

Leads Management

Capture, organize, and manage all your leads in one place with complete visibility into their details and status.

Dashboard Table View

View all leads in a clean, structured table format for quick filtering, sorting, and tracking.

Lead Details Page

Access a dedicated page for each lead to manage contact details, notes, and interactions.

Meeting Logs

Record meeting summaries, follow-ups, and discussion points directly within the lead profile.

Document Management

Upload and organize documents related to each lead for easy access and collaboration.

Proposal Creation

Create and manage proposals linked to specific leads and track their progress.

Lead Activity Tracking

Monitor every action taken on a lead - meetings, updates, proposals, and more - in one activity timeline.

Product Management

Add and manage your products or services, and easily link them to proposals.

Kanban View for Leads

Visualize your sales pipeline using a drag-and-drop Kanban board to move leads across stages effortlessly.

Customize Using Fuzen AI

Instantly modify fields, workflows, layouts, or automation rules using Fuzen AI - no technical skills required.

Testimonial

RD

Rahul Deshpande

NexaTech Solutions

“The Simple CRM Template was exactly what we needed to organize our customer data. The central dashboard makes it easy to track every lead, and the clean layout helps our team stay focused.”

SP

Shreya Patil

Marketing Manager

“We started using the Simple CRM Template last month, and it has made our sales process so much smoother. The lead details and products sections are well-structured, and the built-in user guide made setup effortless.”

HC

Henry C

BrightPath Services

“Fuzen’s Simple CRM saved us a ton of time. Within a day, our entire team was using it to manage leads efficiently. The template is straightforward, yet flexible enough to adapt to our workflow.”

Frequently Asked Questions