Familiar from day one
A fast, spreadsheet-style customer list your team already knows how to use.
Move from scattered spreadsheets to one clear place for customers, follow-ups and opportunities—without consultants, training or enterprise complexity. Delivered around your business and fully customisable as your needs change.
CRM Lite keeps the speed and familiarity of a spreadsheet, then adds just enough structure and AI to keep every customer moving forward.
A fast, spreadsheet-style customer list your team already knows how to use.
Draft follow-ups, thank-yous, quotes and payment chasers in seconds.
Contacts, notes and activity stay together in one simple timeline.
Every customer gets an isolated database, deployment and access controls.
Built on Supabase with workspace-level protection and straightforward exports.
The essentials for small businesses—without enterprise setup or training.
A dedicated repository you control.
Your own hosting and release schedule.
An isolated database with tenant-level security.
No forced lock-in to a shared platform.
CRM Lite is delivered as modern, client-owned software—not a locked template. Screens, workflows, integrations and automation can be changed quickly with AI-assisted development and careful human review.
Use Codex to turn clear business requests into reviewed code changes, shortening the journey from idea to delivery.
Choose an annual support partnership, commission development as needed, or combine the two as the product grows.
We can hand the system to your local team and show them how to use Codex—and the Codex SDK where appropriate—to safely adapt their codebase.
Start with a focused implementation, then choose annual support, ad hoc development or a complete handoff to your own team. The code, deployment and future direction remain yours.