๐Ÿ‘ฅ CRM - Customer Relationship Manager

Complete profiles: Fill in all customer details - complete data leads to better relationships and more sales opportunities.
Track interactions: Log every call, email, and meeting. This history helps personalize future communications.
Use tags wisely: Tag customers by interest, status, or source for easy filtering and targeted outreach.
Set follow-up reminders: Never miss an opportunity - schedule follow-ups to stay top-of-mind with prospects.

Sales Dashboard

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Won This Month

Deals by Stage

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๐Ÿ“… Follow-up Reminders

Recent Activities

Contact Management

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Sales Pipeline

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Qualified 0
Proposal 0
Negotiation 0
Won 0

Activities & Tasks

Type Description Contact/Deal Date Status Actions

Sales Reports & Analytics

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๐Ÿ’พ Saving...

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From the blog:

โ†’ Free CRM for Small Business โ†’ Customer Retention Strategies โ†’ Email Marketing for Small Business

Compare: BizziKit vs Zoho ยท BizziKit vs QuickBooks

Why Use BizziKit's Free CRM?

For Solo Founders

Keep every lead, client, and prospect organized in one place without paying for enterprise CRM software. Tag contacts, log calls and emails, and set follow-up reminders that surface on your dashboard.

For Freelancers & Consultants

Track every client interaction from first inquiry through project delivery. Use six built-in email templates for outreach, proposals, and payment reminders, with mailto links that auto-log activity for each contact.

For Small Sales Teams

Bulk-manage contact statuses, apply tags across multiple records, and filter activity by type or date range. Revenue per contact rolls up automatically by linking invoices directly from a contact record.

No Per-Seat Pricing

HubSpot Sales Hub starts at $45/month per seat, Salesforce at $25/month per user, and Zoho CRM at $14/month. BizziKit has no seat limits, no feature tiers, and no payment details required.

A Simple Client Follow-Up Workflow

Most deals are lost not to competitors but to silence โ€” a lead goes cold because nobody followed up. Here's a lightweight workflow you can run entirely in BizziKit's free CRM, no monthly subscription required:

  1. Capture the lead. Add every new inquiry as a contact and tag it (e.g. "new-lead", "quote-sent", "hot").
  2. Set a follow-up date. Give each contact a follow-up date. Overdue, today, and this-week follow-ups surface automatically on your dashboard so nothing slips.
  3. Reach out with a template. Use one of the six built-in email templates โ€” follow-up, meeting request, proposal, payment reminder โ€” and the activity is logged against the contact.
  4. Move the deal forward. Update the contact's status and drag it through your pipeline stages as it progresses.
  5. Close and invoice. When the deal is won, create an invoice directly from the contact record โ€” client details pre-fill automatically.

Free CRM Use Cases & Alternatives

Best Free CRM for Freelancers

Freelancers rarely need enterprise sales software โ€” they need to remember who to follow up with and when. BizziKit gives you contacts, tags, follow-up reminders, and email templates without the per-seat cost of HubSpot or Salesforce.

A Simple CRM Spreadsheet Alternative

A contacts spreadsheet can't remind you to follow up, log emails, or link to invoices. This CRM keeps the simplicity of a spreadsheet โ€” your data stays local in your browser โ€” while adding reminders, activity history, and pipeline stages.

CRM for Sole Traders & Trades

Electricians, plumbers, and sole traders can track quotes sent, jobs booked, and customers due for a return visit. Tag customers by job type or location and set follow-up dates for maintenance reminders.

How to Track Leads Without Salesforce

You don't need a six-figure Salesforce implementation to manage a pipeline. Add leads, tag their stage, filter by status, and watch follow-ups surface on your dashboard โ€” all free, with no onboarding or admin overhead.

Frequently Asked Questions

Is this CRM really free with no contact limit?

Yes. You can store unlimited contacts, log unlimited activities, and send unlimited emails through your own mail client. There are no free-tier caps, no trial expiry, and no paid upgrade to unlock core features.

Where is my customer data stored?

Everything is stored in your browser's localStorage on your own device. Contact details, activity history, and tags never leave your computer and are never uploaded to any server. Export a JSON backup any time from the dashboard.

Can I send email campaigns from the CRM?

The CRM composes emails using mailto links that open in your default mail client (Gmail, Outlook, Apple Mail). Six pre-built templates cover follow-ups, welcomes, meeting requests, thank-yous, proposals, and payment reminders, and each send is logged as an activity.

How do follow-up reminders work?

Set a follow-up date on any contact and it appears in the dashboard's CRM Follow-ups widget, color-coded by urgency (overdue, today, tomorrow, this week). Click through to open the contact and log your next action.

Can I import existing contacts?

Yes. Import via the full data backup JSON, or add contacts manually. The merge/dedup tool finds duplicates by email or name so you can consolidate records while keeping the newest or oldest details.

Can I create invoices directly from a contact?

Yes. Click "Invoice" on any contact to open the invoice builder with client name, email, and address pre-filled. The resulting invoice links back to the contact so total revenue per customer updates automatically.

How does this compare to HubSpot or Salesforce?

HubSpot Sales Hub starts at $45/month per seat and Salesforce Essentials at $25/month per user. BizziKit provides contact management, activity logging, tagging, bulk operations, email templates, follow-ups, and revenue tracking with no cost and no seat limits.

Does it work offline?

Yes. BizziKit is a Progressive Web App with a service worker, so once the page has loaded you can view, edit, and add contacts without an internet connection. Changes sync to your local storage immediately.

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