For Consultants, Freelancers & Agencies

Turn Sales into Revenue — Not Just Contacts

CRM Lite Template

Manage contacts, track deals, automate follow-ups, and sync your pipeline with projects and invoicing — all in one connected system.

Free to use with any paid plan

CRM Lite template preview
Ready to Use
Installs in 1-Click

Powerful Features

Why businesses choose this template

Visual Pipeline

Drag and drop deals through stages. See your entire sales funnel at a glance.

Contact Management

Store every interaction, note, and email. Build stronger relationships with your clients.

Task Integration

Never forget a follow-up. Link tasks directly to deals and contacts so nothing falls through the cracks.

Transform how you work

1

Increase Close Rates

Systematic follow-ups ensure leads never go cold.

2

Eliminate Manual Data Entry

Automate task creation and instantly access client history.

3

Align Your Sales Process

Keep your team operating from a single source of truth.

Template Specifications

  • Setup TimeInstant (1-Click)
  • Customizable100% Fully Flexible
  • Mobile ReadyYes, PWA Included
  • Role-Based AccessIncluded
  • Export/Import DataCSV / Excel
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Not Just a CRM — A Connected System

Unlike standalone sales software, Entifly connects your customer data directly to the rest of your operations.

Project Management
Invoices & Revenue
Team Tasks
Dashboards & Reporting

Expand Beyond CRM

Connect your CRM with:

Ready to get started?

Install the Turn Sales into Revenue — Not Just Contacts template in seconds and start organizing your business today.

Install CRM Lite