Mini CRM

Manage your customers, jobs, and estimates

Welcome!

Let's set up your organization

Company Name *

You'll be able to add more details and invite team members later.

Mini CRM

Accounts

Mini CRM

Accounts

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Deals

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Jobs

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Estimates

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Invoices

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Organization Settings

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Add Account

Status *

Account Type *

Name *

Email

Phone

Address

Notes

Contacts

Add Contact

Name *

Title

Email

Phone

Notes

Add Deal

Account *

Deal Title *

Estimated Value ($) *

Description

Stage *

Probability (%)

Expected Close Date

Notes

Organization Settings

Company Information

Company Name *

Street Address

City

State/Province

ZIP/Postal Code

Country

Phone

Website

Contact Information

Accounts Receivable Email

Accounts Payable Email

Branding

Customize the logo and colors used throughout the application.

Organization Logo

No logo uploaded

Primary Color

Used for buttons and main accents

Accent Color

Used for gradients and secondary accents

Authorized Users

Add email addresses of users who can access this organization. They must sign in with Google using these email addresses.

Add Job

Account *

Job Title *

Description

Status *

Start Date

End Date

Notes

Crop Logo

Image to crop

Add Estimate

Account *

Job *

Amount ($) *

Description / Line Items

Status *

Valid Until

Notes

Add Invoice

Account *

Job *

Invoice Number *

Amount ($) *

Description / Line Items

Status *

Invoice Date *

Due Date *

Notes