Simple CRM
A client list that knows what happens next.
Track leads, active clients and follow-ups in a database that lives next to your notes. Switch between a board, a table and a calendar, link each client to their projects, and keep the list private until you share it.
A client tracker, not an email suite. Free to start.
Clients
5 · CRM
2
Northwind
Acme
2
Lumen
Fieldnote
1
Harbor
Lumen Studio
What you get
Enough CRM for a small team.
ReadyTools Workspace gives you records, views and permissions. It does not send email campaigns or invoices.
A pipeline you can see
01
Group clients by status on a board: lead, active, won.
The fields you actually use
02
Email, phone, website, owner, next meeting and notes.
Work attached to the person
03
Relate a client to projects, proposals and meeting notes.
Bring a spreadsheet with you
04
Import rows from a CSV, then shape the fields.
Clients
5 · CRM
Clients
Owner
Northwind
LeadMia
Acme
LeadLeo
Lumen
ActiveNora
Fieldnote
ActiveMia
Harbor
WonLeo
The problem
Clients slip when they live in a spreadsheet.
The contact is in one sheet, the proposal is in another tool, and the next meeting is in someone’s head. A simple CRM keeps the record and the work together.
A sheet with no next step
Names and emails, and no idea who to call.
Proposals somewhere else
The document is not attached to the client.
Everyone sees everything
A shared sheet is a poor way to hide a deal.
Follow-ups you remember late
The date was a cell, not a reminder.
Comparison
Spreadsheet, heavy CRM, or a client database
Pick the weight that matches the work. Most small teams need the record and the next step, not a sales suite.
Sheet or heavy CRM
ReadyTools Workspace
Setup
A blank sheet, or a long onboarding
A database on the page you already use
Next step
A date in a cell
A date you can see on a calendar
Context
Files in another tool
Pages and notes linked to the client
Who can read it
The whole sheet, or a complex admin
Roles and page rules
Updates
Edit cells by hand
Lara can propose record changes for you to review
How it works
Start from the clients you already have
An afternoon is enough to replace the sheet.
1
Import or start clean
Bring a CSV, or add the first clients by hand.
2
Add the next step
Status, owner and a date are enough to see who needs you.
3
Link the work
Connect proposals and projects, then decide who on the team can open the list.
Frequently asked questions
Everything you need to know before you open your first page.
Put the next client follow-up where you work.
Start a simple CRM next to your notes, projects and files.
Free to start. Private until you share it.
Explore more
More ways Workspace helps
Workspace database
Build a secure online database inside ReadyTools Workspace. Organize records, views, relations and permissions for projects, clients, content and more.
Content calendar
Plan a content calendar inside ReadyTools Workspace. Track channel, status and publish date, open each item as a draft, and keep the calendar next to the writing.
Roles and permissions
How roles and permissions work in ReadyTools Workspace: Owner, Admin, Editor and Viewer, custom roles, page exceptions and block visibility that is enforced on the server.
ReadyTools Workspace
Notes, files, Lara AI, teamwork and publishing in one secure workspace.