wansify.ventures
Business Solution

Mini CRM

Web + Mobile CRM

Lightweight customer relationship management for small and growing sales teams

Organize your complete sales process without enterprise CRM complexity — manage leads, customers, contacts, opportunities, activities, follow-ups, and pipelines in one centralized workspace.

Available

Mini CRM

by Wansify

8+
Key features
5
Technologies

Overview

Features and capabilities

Mini CRM helps businesses organize their complete sales process without the complexity associated with large enterprise CRM platforms. It provides a centralized workspace where sales teams can manage leads, customers, contacts, opportunities, activities, follow-ups, and sales pipelines — with a mobile app for field sales representatives.

Lead Management

Capture leads with source, status, priority, notes, and follow-up dates through configurable stages.

Customer Database

Profiles, multiple contacts, addresses, communication history, documents, and activities.

Visual Sales Pipeline

Kanban-style pipeline: New → Qualified → Proposal → Negotiation → Won / Lost.

Activity & Follow-Up Tracking

Schedule and track calls, meetings, tasks, visits, notes, and reminders.

Mobile CRM

Field reps access customers, create leads, update opportunities, and manage pipelines on the go.

Sales Analytics

Monitor conversion rates, pipeline value, lead sources, and salesperson performance.

Opportunity Management

Track deal stages, values, and outcomes with full visibility for management.

Team Assignments

Assign leads and customers to sales representatives with status tracking.

Benefits

Why teams choose Mini CRM

Clear outcomes from day one — built to simplify operations and help your organization work smarter.

Get CRM power without enterprise complexity or cost
Never miss a follow-up with structured activity management
Visualize your entire pipeline at a glance
Empower field sales teams with a dedicated mobile app
Make data-driven decisions with built-in sales analytics

Tech stack

Next.jsReactNode.jsPostgreSQLMobile App
Web + Mobile CRM
Deployment
Available
Status
Business Solution
Product category

Suitable for

SMEs, agencies, distributors, wholesalers, service companies, B2B businesses, startups, and field sales organizations.

AI add-on

AI Implementation & Chatbot

Every Wansify product can be extended with custom AI assistants and chatbots — trained on your data, embedded in your workflow, and ready to support customers or staff 24/7.

Extend Mini CRM with an AI assistant trained on your business data — for customers, staff, or both.

Embedded product chatbot

In-app AI assistant inside CRM, LMS, gym app, store, or support desk.

RAG-powered answers

Responses grounded in your manuals, FAQs, product catalog, and policies.

Website chat widget

Floating chat on your site that connects to your product or knowledge base.

LLM of your choice

OpenAI, Claude, Gemini, or local models with custom prompts and guardrails.

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Get started

Ready to try Mini CRM?

Schedule a demo and see how Mini CRM can help your team move faster.

Quick answers

What to know about Mini CRM

Mini CRM is Wansify’s lightweight customer relationship management software. It keeps leads, customers, contacts, opportunities, activities, follow-ups and a Kanban sales pipeline in one workspace, without the complexity of enterprise CRM platforms.

Who it is for

SMEs, agencies, distributors, wholesalers, service companies, B2B businesses, startups and field sales teams that need a clear pipeline and follow-up discipline.

How it works

Leads are captured with source, status, priority and a follow-up date, then assigned to sales reps. Reps log calls, meetings, visits and tasks, and move deals through New, Qualified, Proposal, Negotiation and Won or Lost. Managers track conversion rates, pipeline value and rep performance, and field reps work from the mobile app.

Typical uses

Capturing and qualifying leads by source and priority. Managing a visual New-to-Won sales pipeline. Scheduling follow-ups, calls, meetings and visits. Giving field sales reps customer data on mobile. Tracking conversion rate and salesperson performance.

What is Mini CRM?

Mini CRM is simple CRM software from Wansify for managing leads, customers, opportunities, follow-ups and a visual sales pipeline in one place.

How is Mini CRM different from enterprise CRMs?

It focuses on the core sales workflow of leads, pipeline, follow-ups and reporting, so small and growing teams can adopt it without heavy setup or unused modules.

Does Mini CRM have a mobile app?

Yes. Field sales reps can view customers, create leads, update opportunities and manage their pipeline from the mobile app.

What sales pipeline stages does Mini CRM use?

The default Kanban pipeline is New, Qualified, Proposal, Negotiation and Won or Lost, and lead stages are configurable.

Can Mini CRM capture leads from our website?

Yes. Website form lead capture can be connected during implementation, and the AI chatbot add-on can qualify enquiries before they reach sales.