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Template · works for any team

Simple CRM

Every client and inquiry, from first message to booked, and who to follow up with.

Customize thisOpen the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

Keep clients with contact details and where they came from; track each inquiry from first message to proposal to booked or lost. Used by staff and the owner.

  • Keep every client and where they came from in one list
  • Move each inquiry from first message to booked or lost
  • Know who to follow up with this week

Try it. It's working software.

The real app with sample data, shown for a photography studio. Switch roles (Owner, Staff, Owner) to see what each person sees. Nothing you do here is saved.

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What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

  • Each inquiry is logged with the client and what it's worth.
  • Move it to proposal sent, then booked or lost; losing one asks for the reason.
  • Everyone sees their own follow-ups for the week.
  • A view for each person: Staff and Owner each see the screens and steps meant for them.
  • Inquiries move through clear steps: New inquiry → Proposal sent → Booked → Lost.
  • Some steps ask for a reason (like sending a inquiry back), and the reason stays on the record.

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

  • Clean

    How every template starts.

  • Your brand

    Your colors, a serif, rounder corners.

  • Dark

    Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

  • “Add a stage for Proposal sent between Estimate and Won”
  • “Email me every Monday with the follow-ups due this week”
  • “Ask for a reason when a deal is lost, and show lost deals by reason”
  • “Each salesperson only sees their own deals; I see all of them”
  • “Add the event date to each deal and show deals on a calendar”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for wedding planners, caterers, djs too.

Customize this

Customize this uses no build credits.

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