Problem It Solves

Early-stage companies or solo founders often juggle spreadsheets and scattered notes to track leads and deals. This approach leads to missed follow-ups, data silos, and slow response times. A no-code CRM on Zapier ensures every contact and opportunity lives in one place, automates routine reminders, and keeps your team aligned—without expensive software or complex setup.

Process Overview

1. Add new contacts into a “Contacts” Table (Zapier’s simple database).

2. Create an “Opportunity” linked to a contact and assign a stage (e.g., “Prospect,” “Proposal,” “Closed”).

3. Move the opportunity through stages using an Interface (a drag-and-drop board view).

4. When stage changes (e.g., “Proposal Sent”), Zapier automatically creates a follow-up task or sends an email reminder.

5. Mark opportunities as “Won” or “Lost” to archive them and trigger any final workflows (invoice, welcome email).

Key Features & Capabilities

• Contacts & Opportunities Tables
  A straightforward database to store leads, companies, and deal details—no technical setup needed.

• Kanban-Style Pipeline
  Move deals through custom stages (e.g., Prospect → Qualified → Proposal → Closed) using a simple drag-and-drop board.

• Basic Automations
  Automatically generate tasks or email reminders when a deal stage changes, ensuring no follow-up slips through.

• Configurable Fields
  Add or rename columns (e.g., Priority, Deal Value, Close Date) to match your sales process exactly.

• Lightweight Interfaces
  A clean UI for your team to view contacts or pipeline without diving into a complex CRM system.

• Affordable & Flexible
  No per-user licensing—scale as you grow without extra seat fees.

Typical Use Cases

• Bootstrapped Startup
  Founders capture customer inquiries in the Contacts Table. As they progress demo calls to “Proposal,” a follow-up task is created automatically so prospects never go cold.

• Freelancer or Solo Consultant
  Track each new client as an opportunity, move it through “Negotiation” to “Invoiced,” and set reminders for contract renewals—all without investing in a pricey CRM.

Prerequisites & Client Responsibilities

• Define Your Pipeline Stages
  Decide on the deal stages you need (e.g., Prospect, Qualified, Proposal, Closed) so we can create those in the “Opportunities” Table.

• Email Account
  Provide a business email (Gmail, Outlook, etc.) for sending automated reminders or notifications.

• Field Requirements
  List any custom fields you want (e.g., Deal Value, Priority, Close Date) so we can add them to your Tables.

• Team Permissions
  Identify who needs “Viewer” access (to see contacts and deals) vs. “Editor” access (to modify Tables and adjust automations).

Pricing

• One-Time Setup: $450
  (Configure Zapier Tables & Interfaces, build the pipeline, and set up basic automations.)

• Monthly Support: $90/month
  (Ongoing maintenance, schema tweaks, and troubleshooting.)