Wansify
Business Solution

Mini 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.

Mini CRM

by Wansify

8+
Key features
5
Benefits

Features

Built for how your business actually works

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 — productivity, clarity, and growth without the clutter.

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

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.

Get started

Ready to try Mini CRM?

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