Lightweight CRM for Small Teams

A lightweight CRM and order-management pack for small sales teams. Track customers, the products you sell them, every deal that closes (or doesn't), and the meetings along the way — all linked together with automatic running totals.

Drop it into a workspace and start logging sales in minutes. No spreadsheets, no formulas to wire up: deal totals roll up from line items automatically.

What's in the pack

Five linked tables:

Table	What it holds
Customers	Companies and contacts you sell to
Products	Your catalogue with prices and categories
Sales	One row per deal, with a running total that updates itself
Sale Line Items	The individual products on each sale, with auto-calculated line totals
Sales Meetings	Calls and visits, linked to the customer and the deal they relate to

Customers

Your contact database. Each row has the basics — company name, contact person, email, phone, address, website — plus a colour-coded Status (Lead, Active, Inactive) and a free-text notes area. Use Status as the spine of a Kanban view to see your pipeline at a glance.

Products

Your sellable catalogue. Name, SKU, price (to 2 decimals), a Category select (Hardware, Software, Service, General), and a description. Categories are colour-coded so a gallery or grid view groups itself visually.

Sales

One record per deal. Pick the Customer from a dropdown, name the deal, assign an Agent, set the date and Status (Pending, Won, Lost). The Total Amount field is a calculation — it sums the line items below automatically and shows $0.00 if you haven't added any yet.

Sale Line Items

The products on each sale. Pick the Sale it belongs to, the Product, the quantity, and the unit price. Line Total auto-calculates as quantity × unit price.

Splitting deals into line items lets you put more than one product on a single sale, give different unit prices on each line (volume discounts, promotional pricing), and add per-line notes — without losing the rolled-up deal total.

Sales Meetings

Every customer touchpoint. Title, customer, the Related Sale (optional), the attendee, date, location, agenda, outcome. Filter by date for an agenda view; filter by customer for an account history.

How everything links

Customers --+-- Sales -- Sale Line Items -- Products
            !     !
            +-- Sales Meetings

• Each Sale points at one Customer and rolls up its Sale Line Items.
• Each Sale Line Item points at one Sale and one Product.
• Each Sales Meeting points at one Customer and (optionally) one Sale — so meeting notes follow the deal.

Open any Customer record and you'll see related sales and meetings tabbed at the bottom. Open any Sale and you'll see its line items and meetings.

Typical workflow

1. Add the customer. New lead inbound? Create the Customer row with Status = Lead. Drop a note about how they found you.
2. Log the first meeting. Discovery call, demo, site visit — record it in Sales Meetings, linked to the customer. The agenda and outcome fields keep the history searchable.
3. Create a Sale. Status = Pending, assign an agent, pick a date.
4. Add line items. One row per product. Quantity × unit price computes the line total; the sale's total amount updates automatically.
5. Close it. Move Status to Won (or Lost — record why in notes). Update the customer's status to Active.
6. Follow up. Schedule the next meeting, related to the same sale, so renewal conversations have full context.

Customising it

The pack is intentionally minimal. Common extensions:

• Add a Tags select to Customers for industry or region.
• Add an Expected Close Date to Sales and filter your pipeline by quarter.
• Add a Discount % number to Sale Line Items and adjust the Line Total formula to @{this:quantity} * @{this:unit_price} * (1 - @{this:discount_pct} / 100).
• Add a Forecast view summing total amounts of all Pending sales.
• Wire in flows: when a Sale flips to Won, auto-update the Customer status to Active; when it flips to Lost, schedule a follow-up meeting 90 days out.

Who it's for

• Two-to-ten-person sales teams who've outgrown a shared spreadsheet
• Service businesses tracking project quotes and conversions
• Solo founders running their own pipeline before hiring a sales lead
• Anyone migrating off a heavier CRM and wanting just the essentials

It's not for: high-volume e-commerce (no inventory tracking), enterprise sales with complex approval chains, or call-centre operations (no dialler integration). Pair it with the Tasks module for to-do tracking on each deal.