Customers & Sales: A customer workspace that fits the way you sell.

Start with a clean, intuitive home for customers and sales. Add the fields, stages and views your team uses, then change them as your process changes.

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Easy to set up. Easy to shape. Easy for the team to use.

A customer record connected to a sales board with clear next steps
  • Clean and intuitive.A clear starting point your team can pick up quickly.
  • Built around your process.Use your own fields, stages and record types.
  • Easy to change.Adapt the setup as the business changes.
Start with the work you already do

Shape Done CRM around your business.

Your work does not have to look like a standard pipeline. Choose what to track, name it your way, and give each team a view that makes sense.

  1. A customer record with contact details and recent activity
    Customer history

    Everything your team needs, without the clutter.

    Keep contact details, emails, meeting notes and next steps together, so adding context is part of the work — not another admin task.

  2. A sales board showing enquiries, meetings, proposals and won deals
    Your sales process

    Your stages. Your fields. Your way of working.

    Name stages in the words your team uses, add fields for renewal dates or services, and switch between table, board and calendar views.

  3. A next step reminding Alex to send a proposal on Thursday
    Grow with the work

    Add a new workflow when the business grows.

    Create groups and record types for partnerships, projects or renewals, then link them to the same customer history.

Make it fit your business. Start simple. Make changes as you learn. Add renewal dates, services, partners, projects or any other detail your business needs without losing the shared customer history.

A simple way to use it

Shape your first working view in four steps.

Choose the structure that makes sense today, then keep changing it as the work changes.

  1. 01Start with Contacts, Companies or Deals
  2. 02Add the fields that matter to your process
  3. 03Name your stages and choose table, board or calendar
  4. 04Save the view your team can use every day
Keep going

Bring more of the sales day into the same place.

Email & CampaignsSend personal outreach and keep follow-up moving.Schedule MeetingsShare booking pages for demos and onboarding calls.
Questions, answered

Questions about making it yours.

A CRM is a shared place for customer information and sales activity. Done CRM also keeps emails, meeting notes and follow-ups with the customer they belong to.
Yes. Start with a few record types and views, then add fields, stages or groups when they become useful.
Yes. Add fields, name stages in your own words, and choose the columns, cards or dates your team needs in each view.
Yes. Create record types and groups for partnerships, projects, renewals or other work, then link them to customers.
No. A table, board or calendar is another way to look at the same records, so the customer history stays connected.

See your sales day in Done CRM.

See your own customer and sales process working in Done CRM — start a free trial, or book a meeting and we will walk you through it.

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