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CRM Lite

Companies, contacts linked to companies, and deals on a five-stage pipeline board, tied together by a sales hub.

Install it in Snapi

One click creates the form, the board, and a hub — wired together and ready. This one needs a paid plan (over the free limits).

In Snapi

Install the CRM Lite app

Creates 4 forms and a board (Lead → Qualified → Proposal → Won → Lost).

Automate it (optional)

Send it anywhere

Point the form's webhook at n8n, Make, or Zapier and each submission flows into your email tool, CRM, or Slack. Optional — the template works fully on its own.

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What the form collects

Companies

  • Company nametext · required
  • Websitetext
  • Industryselect
  • Notestextarea

Board columns

Lead Qualified Proposal Won Lost

Make it yours

Everything is editable after install — rename fields, add your own, restyle, delete. Templates are a starting point, not a lock-in.

More templates

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Install crm lite in one click.

Install in Snapi