A simple CRM your sales team will actually use

Why small teams outgrow spreadsheets and heavy CRMs

A spreadsheet CRM falls apart once a few reps work on it: duplicates, missed follow-ups and no clear view of the pipeline. Big CRM suites fix that, but they're expensive per seat and force your process into their shape.

With Vinabase you build the CRM around how you already sell, then change it any time, without code.

What your CRM can do

• Kanban pipeline: drag deals from lead to won, and see the value of each stage
• Linked records: companies, contacts, deals and activities connected in one database
• Each rep sees their own customers: row-level permissions keep accounts private
• Follow-up reminders: automations notify the owner when a follow-up date arrives
• Discount approvals: a deal above your limit goes to a manager for approval before it's sent
• Revenue dashboards: pipeline value, deals by owner and revenue by month, always live
• Web forms: leads from your website land straight in the table
• Comments and @mentions: discuss a deal right on the record

Dashboards your manager will love

Build a sales overview from your deals table in minutes: pipeline value, deals in the pipeline, average deal size, value by stage and deals by owner. Every chart updates as reps move their deals.

Set up your CRM in an afternoon

1. Import your customer listBring in your existing spreadsheet or start from an empty table.
2. Add a deals tableGive it a stage, value, owner and close date, and link each deal to a customer.
3. Create the pipeline viewGroup deals by stage in a Kanban view.
4. Automate the follow-upsRemind owners when a follow-up date arrives, and route big discounts for approval.
5. Invite your repsSet permissions so each rep sees their own accounts, and managers see everything.