wansify.venturesLightweight 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.
by Wansify
Product details
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.
SMEs, agencies, distributors, wholesalers, service companies, B2B businesses, startups and field sales teams that need a clear pipeline and follow-up discipline.
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.
Features
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.
Capture leads with source, status, priority, notes, and follow-up dates through configurable stages.
Profiles, multiple contacts, addresses, communication history, documents, and activities.
Kanban-style pipeline: New → Qualified → Proposal → Negotiation → Won / Lost.
Schedule and track calls, meetings, tasks, visits, notes, and reminders.
Field reps access customers, create leads, update opportunities, and manage pipelines on the go.
Monitor conversion rates, pipeline value, lead sources, and salesperson performance.
Track deal stages, values, and outcomes with full visibility for management.
Assign leads and customers to sales representatives with status tracking.
Benefits
Clear outcomes from day one — productivity, clarity, and growth without the clutter.
Lightweight customer relationship management for small and growing sales teams
Suitable for
SMEs, agencies, distributors, wholesalers, service companies, B2B businesses, startups, and field sales organizations.
FAQ
Mini CRM is simple CRM software from Wansify for managing leads, customers, opportunities, follow-ups and a visual sales pipeline in one place.
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.
Yes. Field sales reps can view customers, create leads, update opportunities and manage their pipeline from the mobile app.
The default Kanban pipeline is New, Qualified, Proposal, Negotiation and Won or Lost, and lead stages are configurable.
Yes. Website form lead capture can be connected during implementation, and the AI chatbot add-on can qualify enquiries before they reach sales.
AI add-on
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.
In-app AI assistant inside CRM, LMS, gym app, store, or support desk.
Responses grounded in your manuals, FAQs, product catalog, and policies.
Floating chat on your site that connects to your product or knowledge base.
OpenAI, Claude, Gemini, or local models with custom prompts and guardrails.