Do I need CRM experience?

No. CRM Lite is designed to be simple and intuitive, even if you've never used a CM before.

Can I import existing contacts?

Yes. Existing contact lists can easily be imported to help you get started.

Do I need Airtable experience?

No. Funding Tracker is designed to be simple to use, even if you've never used Airtable before.

Yes. You can adapt fields, views and workflows to suit your organisation.

Is this a subscription?

No. purchase once and use it within your own Airtable workspace.

Yes. Airtable allows collaboration depending on your workspace plan.

Will I receive updates?

We'll notify customers when significant updates or improvements are released.

CRM Lite

A simple CRM designed to help mission-led organisations build stronger relationships and keep important contacts organised.

Whether you're managing members, funders, partners or supporters, CRM Lite gives you one place to store contact information, track interactions and build stronger relationships without the complexity of traditional CRM software.

Get CRM Lite

See what's included

Managing relationships
shouldn't feel complicated

Important information is often spread across spreadsheets, inboxes and notebooks, making it difficult to keep track of conversations, contacts and opportunities.

Contacts everywhere

Important information is stored in multiple places, making it difficult to find when you need it.

Missed
follow-ups

Without reminders or a clear history, conversations and actions can easily be forgotten.

Shared knowledge

When information lives with one person, it's harder for the rest of the team to stay informed.

Limited
visibility

It's difficult to see who you're working with, what stage relationships are at and what needs attention next.

How CRM Lite helps

A clearer way to manage relationships.

CRM Lite brings your contacts, organisations and interactions together in one organised workspace, helping your team stay informed and build stronger relationships over time.

Keep all contacts and organisations in one place

Record meetings, emails and important interactions.

Set reminders for follow-ups and key actions.

View relationship history at a glance.

Find the information you need quickly.

Everything you need
to stay connected.

CRM Lite includes practical features to help you organise contacts and strengthen relationships without unnecessary complexity.

Contact database

Store people, organisations and key information.

Interaction log

Record meetings, calls, emails and notes.

Follow-up reminders

Keep track of actions and important dates.

Dashboard

View relationship activity and outstanding actions.

Tags & categories

Organise contacts in ways that work for your organisation.

Setup guide

Simple instructions to help you get started quickly.

Designed for organisations
built on relationships.

CRM Lite is ideal for organisations that want a straightforward way to manage contacts and strengthen relationships without investing in a large, complex CRM system.

Charities

Community organisations

Social enterprises

Membership organisations

Frequently asked questions

Looking for something else?

Discover more practical tools designed to help your organisation stay organised and work more effectively.

Funding Tracker

Track funding opportunities, applications and deadlines with confidence.

Monitoring & Impact

Collect evidence, measure outcomes and demonstrate your impact.

Operations Hub

Bring projects, processes and operational information together in one place.

CRM Lite