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A mini CRM that never lets a follow-up slip

Clients and deals in the same panel as your SEO tools. Every deal carries a reminder date — when it comes due, it lands on your dashboard and in your inbox. Deals in any currency, or marked free / barter.

Try it free Open Mini CRM

Mini CRM · Dashboard

Sales this month

$3,000 + £950

Open pipeline

$8,950 + €7,350 · 8 deals

2d lateQ3 content partnership — send revised offernegotiation✓ Done

Today 13:00SaaS review placement — follow up on PDFproposal✓ Done

Today 16:30YMYL health pack — confirm DR70+ listnegotiation✓ Done

TomorrowiGaming homepage ×3 — compliance callcontactedFree

8 clients12 deals1 overdue2 due today

Built in

Email reminders Multi-currency Free & barter deals Stage history Shareable URLs

How it’s built

Dashboard first, three lists behind it

You land on the numbers that matter — sales, pipeline, what’s due today — and act right there. Clients, Deals and Reminders live one tab away, each on its own refresh-safe URL you can bookmark and share.

Home

CRM Dashboard

Sales this month and open pipeline per currency, client & deal counts, and today’s reminders (overdue included) with one-click Done / snooze.

SalesPipelineToday’s remindersAdd client / deal

Tabs

Clients · Deals · Reminders

Searchable client base with tags and statuses, a deal table filtered by stage and currency, and reminders grouped into Overdue / Today / Upcoming.

/app/crm/clients//app/crm/deals//app/crm/reminders/

The pieces

Everything a link building deal needs — nothing more

Each piece answers a concrete question: what it stores, what you see and how it helps.

Clients

Who you work with

Stores: Company or person, contact, email, phone, messenger, website, source (outreach / site / referral), free-form tags and notes.
You see: A searchable table with status — lead / active / paused / lost — and open-deal counts per client.
Helps: One card per client with every deal and note in one place — no more digging through spreadsheets.

Nord Media Group · Olena K.active

HealthHub UK · Sarah W.2 open deals

Deals

Money — or a trade

Stores: Title, amount in USD / EUR / UAH / GBP / PLN — or a Free / Exchange price type for barter links — stage, expected close, description.
You see: A table filtered by stage and currency; free and barter deals wear a badge instead of a number.
Helps: Pipeline sums stay honest — barter never inflates your revenue numbers.

Q3 content partnership$6,250

Link swap with partnerExchange

Free trial placementFree

Reminders

Part of the deal, not a separate list

Stores: A date & note on the deal itself — no duplicate to-do entity to keep in sync.
You see: Overdue / Today / Upcoming groups with Done, +1d, +7d right in the row.
Helps: Snoozing moves the date and re-arms the email; closing a deal silences it automatically.

⏰ Send the revised bulk offer2 days late

⏰ Follow up on the proposal PDFtoday 13:00

Email when due

The reminder finds you

Does: The moment a reminder comes due, one email goes to the deal owner — client, amount, stage, your note and a button into the deal.
Helps: No re-sends, no digests to dig through: reschedule the date and the new one fires again.

Reminder: Q3 content partnership

Client: Nord Media Group · $6,250 · negotiation
“Send the revised bulk discount offer”
Open in CRM

Stage history

How the deal actually went

Stores: Every stage change — new → contacted → proposal → negotiation → won / lost — with who and when.
Helps: Open any deal and see the whole story: where it stalled, how fast it closed.

newcontactedproposalwon

Panel dashboard widget

Reminders follow you home

Does: The main SEOTools dashboard grows a Mini CRM reminders block — overdue and due-today badges plus the next five follow-ups.
Helps: Mark a reminder done without even opening the CRM.

1 overdue · 2 todaynext 5 shown

Q3 partnership — revised offer✓ Done

Under the hood

Small on purpose — and honest with numbers

Most CRMs want to run your whole company. This one wants your link building follow-ups to stop slipping — so every design choice favours speed and clarity.

Reminder lives on the deal

No separate task entity to sync. Move the date — the email re-arms. Close the deal — the reminder retires with it.

Per-currency sums, no fake FX

Pipeline and sales are grouped by currency ($, €, £, ₴, zł) instead of being “converted” at a made-up rate.

Refresh-safe clean URLs

Every tab and every record has its own URL — F5 keeps your place, back/forward work, links are shareable.

One email, zero spam

A background sweep every 10 minutes sends exactly one email per due reminder and never repeats itself.

Workspace-scoped

Clients and deals belong to your workspace — teammates see the same base under their own logins.

Same panel, same login

It sits next to your Search Console, Rank Tracker and Outreach — no second product to pay for and log into.

Why not a spreadsheet

Five reasons this beats the Google Sheet you have now

The follow-up finds you

A sheet waits for you to open it. Mini CRM emails you the moment a reminder is due and shows it on the dashboard you already look at.

Barter deals are first-class

Link swaps and free placements get their own price type instead of a “$0” row that ruins your averages.

Honest multi-currency totals

Sales and pipeline per currency, stacked — not a single misleading number from hand-typed exchange rates.

A timeline you didn’t have to type

Stage changes are logged automatically with author and date — the deal history writes itself.

Lives where you already work

Same login and sidebar as your SEO tools — checking your deals costs one click, not one more SaaS subscription.

Honest caveats. This is a mini CRM by design: no kanban board yet (it’s on the roadmap), no FX conversion between currencies, and reminder emails go to the deal owner. If you need forecasting, quotas and call recording — this isn’t that, and that’s the point.

Stop losing deals to a forgotten follow-up

Add your first client, set a reminder on the deal — and let the email find you when it matters.

Get started — it’s free

Same account, more tools

Sites Panel
Live Search Console
Live Backlink Checker
Live Domain Checker
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