Contacts and companies
Keep people, their roles, companies, contact methods, owners, lifecycle, and global workspace tags together.
Every relationship, ready for the next action
A CRM your team can understand on the first day.
Keep contacts, companies, follow-ups, forms, appointments, notes, tasks, and client documents connected in one clear customer workspace.
30 days of Premium includedNo card requiredFree plan afterward
Built forOwner-led service businesses and small customer teams
Your work, at a glance
Know which relationships need your attention
Read relationship insights above your contact list, then filter to the people you need to follow up with. Keep the overview close to the next action.
Know who every customer is, what happened, and what should happen next—from one calm workspace.
Make the relationship and its next action understandable at a glance.
One useful timeline
See linked forms, appointments, notes, tasks, testimonials, estimates, and invoices without copying their data into CRM.
Beginner-ready filters
Switch quickly between all contacts, your contacts, new leads, follow-ups, customers, and unassigned records—then save advanced filters when needed.
Safe duplicate control
Match exact emails, review ambiguous phone numbers, and merge records only after an explicit conflict preview.
Details that fit your business
Add custom fields for the customer information your team needs, from service interests to account preferences.
Your customer records stay portable
Export contacts and companies whenever you need them.
Make it yours:New business leadsCustomer follow-up deskPartner and vendor directory
Make it work your way
Pick up the conversation with context
Open a contact to see activities, notes, linked tasks, and opportunities together. Keep the next action beside the relationship it belongs to.
- 01Add, import, or capture the contact
Create people and companies manually, import safely, or match identified submissions.
- 02See the complete working context
Review the timeline, details, tasks, notes, appointments, documents, and opportunities together.
- 03Make the next action obvious
Assign ownership, schedule follow-up, create an opportunity, or prepare the next customer document.
Your first step takes one free account.Give every customer relationship a clear next action.
Add your first contact Put it into practice
Understand the people behind every company
Review company records and their connected contacts in one CRM. See how individual relationships fit into the accounts you serve.
Go one step further
See relationships move from lead to customer
Use the lifecycle board to see leads, prospects, and customers side by side. Keep ownership and follow-ups visible while you review the stage of each relationship.
One account. 21 connected apps.
Start with CRM.Discover the rest of ToolsPad.
Bring every customer touchpoint into one relationship without copying the records.
Lead Forms
Turn website enquiries into organized leads.
Opportunities
Keep promising deals moving toward a decision.
Notes
Keep ideas, briefs and decisions easy to find.
Whiteboards
Map ideas alongside the work they belong to.
Tasks
Give every next step an owner and a deadline.
Surveys
Ask better questions. Learn from every response.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Subscription Tracker
See what renews before you pay again.
Estimates & Quotes
Turn your proposal into a clear, professional quote.
Invoice Maker
Prepare clear invoices and track their status.
Testimonial Collector
Collect customer stories and publish your best proof.
Business Calculators
Work through pricing, margins and business scenarios.
Appointment Scheduling
Let customers choose a time that works.
Time Tracking
Know where the working hours are going.
Smart Links
Route visitors and compare campaign results.
QR Code Generator
Create branded QR codes and review their reach.
Dashboards
Bring useful business signals into one view.
Documents & Media
Find, share and reuse your business files.
Blogs
Give your expertise a place to grow.
CRM
Keep contacts, context and follow-ups together.
You’re hereMore tools. One free account.Scroll to explore, or use the arrows.
What to know before you begin.
Clear answers before you create your first crm workflow.
Will CRM keep my forms and documents connected?
Yes. A contact can show related forms, appointments, notes, tasks, estimates, and invoices without forcing you to manage duplicate copies.
Can I import existing contacts?
Yes. CSV import includes column mapping, validation, duplicate review, and safe update or skip rules.
Does ToolsPad read my email inbox?
No. CRM does not sync your mailbox. Record useful calls and messages manually, and see connected forms, appointments, notes, and documents in the customer timeline.
Can I start free, and what else is included?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features.
Give every customer relationship a clear next action.
Start with CRM today. Add the other apps as you need them—all from the same free account.