Back to All Templates

Simple CRM

Craft your own custom CRM with deals, activities, contacts and more.
Deploy to Directus Cloud
By
Use Cases
CRM

Simple CRM Overview

Tired of paying for bloated CRM features you'll never use? Skip the overhead of Salesforce and HubSpot. Build exactly what you need with our Simple CRM template - powerful enough for serious business, simple enough to make it your own.

Simple CRM gives you the perfect balance between building and buying. Get all the essential CRM features you need, with the flexibility to customize everything to your workflow.

Core Features

Smart Organization Management

  • Track organizations with detailed profiles including revenue, employee count, and custom fields
  • Manage multiple addresses with built-in geolocation support
  • Flexible many-to-many contact relationships for complex business networks
  • Custom tags for enhanced organization categorization

Powerful Contact Management

  • Comprehensive contact profiles with multiple organization affiliations
  • Activity tracking and follow-ups
  • Quick-access command palette for rapid navigation
  • Custom fields and attributes for your specific needs

Deal Pipeline Management

  • Visual deal stages with drag-and-drop functionality
  • Customizable pipeline stages
  • Deal tracking and performance metrics
  • Built-in sales dashboard with key metrics

Activity Tracking & Automation

  • Built-in automation for new activities and email notifications
  • Quick activity creation (calls, meetings, emails)
  • Activity filtering and saved views
  • User-specific activity tracking

Developer-Friendly Architecture

  • Complete REST and GraphQL APIs out of the box
  • Easy field customization through the data model
  • Extension marketplace support
  • Custom automation capabilities

Data Model

  • Organizations
  • Contacts
  • Deals
  • Activities
  • Tags
  • Deal Stages

Use Cases

Perfect for:

  • Small to medium-sized sales teams
  • Startups needing a customizable CRM
  • Organizations wanting to break free from expensive, complex CRM solutions
  • Teams requiring specific CRM workflows and integrations

Getting Started

Deploy instantly on Directus Cloud:

  1. Log into your Directus Cloud dashboard
  2. Click "Create Project"
  3. Select "Simple CRM"
  4. Start customizing to your needs

Build exactly the CRM you need - no more, no less.