Bika
Template
Help
Pricing
Blog
Community
Contact Us
Lightweight CRM

Lightweight CRM

author
Bika.ai
date
1 min read

A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently

Lightweight CRM
A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently

Overview

Introduction

This template provides a comprehensive starting point for managing a variety of strategic relationships for your startup or small business, including but not limited to customers, distribution partners, investors, and PR firms.

How to Use

This template is structured into four main components, each represented by a table:

  • Companies
  • Contacts
  • Activities
  • Pipeline: ...

COMPANIES

A straightforward table where you can include any companies relevant to your business—it’s not limited to customers.

CONTACTS

Use this table to manage individual relationships. If you know which company a person is associated with, link the contact to an existing company or create a new one by clicking the + button in the Clients field.

ACTIVITIES

Track meetings, lunches, or any interactions with your contacts here. The Activity field will auto-populate based on the details of the interaction, and it will automatically pull the associated Company name from the Contact if available.

PIPELINE: ...

The Pipeline table tracks the status of key relationships (customers, investors, distribution partners). Customize this table to suit your business needs. For example:

  1. Modify the Stages if the default steps don’t align with your process.
  2. Edit or remove the Price / Seat field if it’s irrelevant to your business, or replace it with something more suitable.
  3. Add any new fields as needed

Setting Up a New Pipeline

This Lightweight CRM simplifies the process of creating new, custom Pipelines. With the core Contacts and Companies tables, you can set up a new pipeline quickly.

Steps

  1. Click the caret next to Pipeline: Sales.
  2. Select Duplicate table.
  3. Rename the table (e.g. Pipeline: Investors).
  4. Click the caret next to the Stage field in the new table.
  5. Modify the Stages to better fit the new pipeline.
  6. Add or delete any columns relevant to the new pipeline.
Lightweight CRM
A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently
bika cta

Recommend Reading

Recommend AI Automation Templates

Business Development CRM
A business development CRM template to manage partnership opportunities, track partner details, log interactions, and organize contact information for streamlined collaboration
Content Marketing for SEO
Content Marketing is crucial for SEO results. This template streamlines your strategy, tracks content production, sparks new ideas, aligns content with SEO keywords and audience, and manages campaign workflows.
Content Review
This template is suitable for the review management of any content pending publication or promotion. It achieves this through an automated workflow that: reminds reviewers to review content in a timely manner, automatically notifies progress on the review, thereby improving efficiency and transparency, reducing manual intervention, and ensuring the timeliness and accuracy of the review process.
Contractor / Freelancer Management
The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.
Contractor Time Tracker
Contractor Time Tracker streamlines work data management by connecting tables, simplifying task, personnel, and client tracking for improved efficiency and accuracy in managing projects.
Course Scheduling
Scheduling class is a complicated process, involving checking multiple worksheets and preparing timetable. In order to arrange schedules effectively, it is important to centralize all of the information including courses, rooms, classes into one intuitive system.