All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Small Business CRM
Start now
More

Features

Industries

Reference

More

CRM for Small Business · Available now

Keep the next customer promise connected to the sale.

CRM for Small Business keeps customer accounts, sales opportunities and promised follow-ups in the same operating record. Relationship Owner maintains the opportunity's expected USD value, expected close date and customer activity history.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewMy Open Opportunities
Small Business CRM · Opportunities

My Open Opportunities

Opportunities in one list

New opportunity
Opportunities in view
6
Total expected value USD
2,880
New
2
Qualified
2
New2
Harbor Point spring reorderMarigold Event Supply
840
29 Oct
Orchard Vale equipment refreshBlue Heron Home Goods
210
21 Oct
Add
Qualified2
Northline office expansionMarigold Event Supply
420
02 Nov
Blue Heron wholesale trialMarigold Event Supply
180
17 Oct
Add
Proposal1
Cedar Finch annual serviceOrchard Vale Florals
520
20 Oct
Add
Negotiation1
Tallow Creek second locationOrchard Vale Florals
710
20 Oct
Add
Harbor Point spring reorderOpportunities · OPP-78534
New
CounterpartyMarigold Event Supply
Expected close date29 Oct
Expected value USD840
Probability percent73
Revision60
Review follow-upOPP-78534 · Harbor Point spring reorder

Sales Manager independently approves, rejects or returns the submitted follow-up revision.

Waiting for Sales Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
11
Saved views
16
Roles with set permissions
5
Reports and dashboards
9
Features

Keep customer work and promises in view

Every feature works on the same records. Pick one to see the screen your team works in.

Account scope

Keep customer accounts, eligibility and opportunity ownership inside the right operating organization.

  • Account context
  • Assigned responsibility
  • Operating scope
  • Accounts
  • Organizations
  • Team members
  • Users
  • Opportunities
Explore account scope
OverviewActive Accounts
Small Business CRM · Account scope

Active Accounts

Accounts

New
NameCodeContact nameAddressEligibility noteOrganization
Harbor Point Shoe Co.HP-SHOESElena Morrell14 Alder Lane, Portland, ORApproved for net 30 termsNorthshore Account Group
Northline Office FurnishingsNL-OFFICEKiran Das82 Mercer Street, Salem, ORBuyer confirmed active locationCedarbrook Client Services
Cedar Finch BakeryCF-BAKERYPaloma Reyes6 Quarry Road, Eugene, ORTax certificate receivedFable Ridge Sales
Tallow Creek HardwareTC-HARDWAREMarcus Keene205 Harbor Way, Astoria, ORAccount verified by ownerTidewell Commercial
Orchard Vale FloralsOV-FLORALSYara Solis41 Willow Street, Bend, ORCredit review completedFable Ridge Sales
6 of 6 records
Harbor Point Shoe Co.Accounts · ACC-47355
Yes
CodeHP-SHOES
Contact nameElena Morrell
Address14 Alder Lane, Portland, OR
Eligibility noteApproved for net 30 terms
OrganizationNorthshore Account Group
Example screen with sample data
Process

From customer interest to a reviewed result

Customer opportunity to reviewed outcome ships ready to use. 2 steps need a named approval before the work moves on: Review follow-up (Sales Manager) and Confirm outcome (Sales Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Qualify opportunity

    Use logged customer evidence to qualify the assigned opportunity revision.

    Harbor Point spring reorderOPP-78534 · Relationship Owner
    Qualify opportunityBy Relationship Owner

  2. Submit proposal

    Retain the proposed scope and a clear next relationship activity.

    Harbor Point spring reorderOPP-78534 · Relationship Owner
    Submit proposalBy Relationship Owner

  3. Review follow-up

    Independently decide the submitted promise and its supporting evidence.

    Harbor Point spring reorderOPP-78534 · Relationship Owner
    Review follow-upBy Relationship Owner
    ApprovalSales Manager independently approves, rejects or returns the submitted follow-up revision.

  4. Complete follow-up

    Record completion after the approving decision and linked operation evidence are retained.

    Harbor Point spring reorderOPP-78534 · Relationship Owner
    Complete follow-upBy Relationship Owner

  5. Confirm outcome

    Verify customer acceptance or loss evidence before closing the opportunity.

    Harbor Point spring reorderOPP-78534 · Relationship Owner
    Confirm outcomeBy Relationship Owner
    ApprovalSales Manager independently verifies the exact opportunity revision before recording Won or Lost.

  6. Reconcile operations

    Compare unresolved action claims with their actual local and connected-system results.

    Harbor Point spring reorderOPP-78534 · Sales Manager
    Reconcile operationsBy Sales Manager

Start with Qualification and proposal

Inside a record

Connect the systems behind your customer work

Open any opportunity to see its follow-up commitments, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Counterparty, Expected close date, Expected value USD and Probability percent.

  2. 2
    Follow-up commitments

    Each line is linked to this opportunity.

  3. 3
    Who works on it

    Auditor, Sales Manager and Relationship Owner, each with their own permissions.

  4. 4
    Process stages

    Record opportunity and Capture activity, with the role that acts.

  5. 5
    Approvals

    Review follow-up and Confirm outcome, with who decides.

My Open OpportunitiesHarbor Point spring reorder
Small Business CRM · Opportunities

Harbor Point spring reorder

Marigold Event Supply · New

Log activity
1
Record details
CounterpartyMarigold Event Supply
Expected close date29 Oct
Expected value USD840
Probability percent73
2
Follow-up commitments

Harbor Point spring reorder

IdParentSubject
FUC-2026-104Tallow Creek second locationSend revised spring quote
FUC-2026-105Blue Heron wholesale trialConfirm delivery window
FUC-2026-106Blue Heron wholesale trialShare service scope
Follow-up commitments
6
Total estimated value
2,670
3

Who works on it

  • AuditorView Accounts, follow-up commitments, operation receipts…
  • Sales ManagerView Accounts, follow-up commitments, operation receipts…
  • Relationship OwnerManage follow-up commitments, Opportunities, record…
4

Process stages

  • Record opportunityRelationship Owner
  • Capture activityRelationship Owner
5

Approvals

  • Review follow-upSales Manager
    Approved
  • Confirm outcomeSales Manager
    Waiting
Example screen with sample data
Approvals

Review the promise and the customer outcome

OverviewApprovals
Small Business CRM · Overview

Approvals

Signed in as Sales Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • FUC-53908FUC-2026-104
    Tallow Creek second locationRequested by Auditor
    Submitted3dActions
  • FUC-60151FUC-2026-105
    Blue Heron wholesale trialRequested by Auditor
    Submitted4dActions
  • FUC-93917FUC-2026-106
    Blue Heron wholesale trialRequested by Auditor
    Submitted3dActions
  • FUC-76079FUC-2026-107
    Northline office expansionRequested by Auditor
    Submitted6dActions

Who approves what

DecisionApprover
Review follow-upIndependently decide the submitted promise and its supporting evidence.Sales Manager
Confirm outcomeVerify customer acceptance or loss evidence before closing the opportunity.Sales Manager
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Small Business CRM to the work that is theirs. Pick a role to see what it starts with.

Auditor

Read authorized evidence and reports.

This is the first screen this role sees.

OverviewFollow-up Review Inbox

Follow-up Review Inbox

Follow-up commitments · Auditor

IdParentSubjectDue atEstimated valueRevision
FUC-2026-104Tallow Creek second locationSend revised spring quote13 Oct180300
FUC-2026-105Blue Heron wholesale trialConfirm delivery window19 Oct44050
FUC-2026-106Blue Heron wholesale trialShare service scope19 Oct70020
FUC-2026-107Northline office expansionCall after site visit17 Oct470210
FUC-2026-108Tallow Creek second locationReview volume pricing04 Nov360790
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Understand pipeline and overdue promises

Understand the sales pipeline, overdue customer promises and evidence behind reviewed outcomes.

Overview
Small Business CRM · Overview

Small Business CRM dashboard

This quarter

Follow-up commitments in view
6
Total estimated value
2,670
Submitted
6
Due at within 14 days
2

Opportunities by status

How far records got this quarter

StageReachedStep
New36
Qualified822%
Proposal338%
Negotiation133%

Expected value USD by status

Sample totals per stage

1.0k0
-6000New
-2000Qualified
0Proposal
1.0kNegotiation
-3000Won
Example screen with sample data
  1. 01Pipeline Value by Stage

    Where does the expected USD value sit across the sales lifecycle?

  2. 02Expected Closing Review

    Which open opportunities need attention before their expected closing dates?

  3. 03Probability-Weighted Pipeline

    What do the recorded probabilities imply for the current sales estimate?

  4. 04Commitment Workload

    Which customer promises await review or completion, and when are they due?

  5. 05Follow-up Completion Timing

    Was a reviewed promise completed by its due date, and when was the decision recorded?

  6. 06Activity Follow-up Register

    Which due activities still have no completion date?

  7. 07Reviewed Customer Outcomes

    What evidence supports Won or Lost while retaining the earlier expected value?

  8. 08Independent Decision History

    Who decided the submitted revision and what reason did they record?

  9. 09Operation Evidence Register

    Which action claims still need evidence or a discrepancy resolved?

All reports and dashboards

Who it's for

For small teams managing customer relationships

See how Small Business CRM fits your kind of team.

Local service businesses

Keep customer inquiries, proposed work and promised follow-ups visible to the people responsible for them.

Small business suppliers

Track customer opportunities and the follow-up work needed to move a commercial discussion forward.

Specialist consultancies

Keep discovery discussions, proposed scope and customer commitments connected through the sales decision.

Controls

Keep each decision connected to its evidence

Each stage of customer opportunity to reviewed outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewCustomer opportunity to reviewed outcome
Small Business CRM · Process

Customer opportunity to reviewed outcome

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
8
Qualify opportunity
Relationship Owner
StatusNew → Qualified
RecordsOperation receipts, Organizations, Opportunities
Submit proposal
Relationship Owner
StatusQualified → Proposal
RecordsRelationship activities, Operation receipts
Review follow-upApproval
Relationship Owner, Sales Manager
StatusDraft → Submitted
RecordsReview decisions
Customer opportunity to reviewed outcome
  1. Start
    Establish account scopeApp Administrator, Sales Manager
    Organizations
  2. Step
    Qualify opportunityNew → Qualified
    Operation receipts
  3. Step
    Submit proposalQualified → Proposal
    Relationship activities
  4. Approval
    Review follow-upDraft → Submitted
    Review decisions
  5. Approval
    Confirm outcomeRelationship Owner, Sales Manager
    Opportunities
Example screen with sample data

See each stage in detail

AI agent

Help your team prepare the next customer action

Use Proto to prepare customer work and help the responsible person inspect evidence before taking an action.

It can

  • Relationship Owner: Help summarize customer activities, inspect due promises and prepare proposal scope with its next activity.
  • Sales Manager: Compare the submitted revision with the evidence needed for a follow-up or customer-outcome decision.
  • App Administrator: Help inspect account eligibility and membership inside the operating organization.
  • Auditor: Trace a completed promise, closing decision or unresolved operation through its retained evidence.

Stays with a person

  • The assistant works within the user's authorized scope.
  • It cannot supply the independent human review, complete an unapproved promise or invent an authoritative result for an external operation.
  • The responsible Sales Manager decides the submitted revision through the authorized action.
  • When investigating an exception, ask for an evidence summary before changing the record.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Small Business CRM
  • Email and meeting tools
  • Document services
  • Delivery and order systems
  • Accounting systems
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 11 tables
11tables
  • Account scope5
  • Pipeline and qualification5
  • Activities and proposals4
  • Follow-up commitments5
  • Reviewed customer outcomes6
  • Evidence and reconciliation6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Choose the pilot

    Select an ordinary customer opportunity with a promised follow-up. Name the Relationship Owner, an independent Sales Manager and the Auditor who will inspect the evidence.

  2. Prepare operating scope

    App Administrator establishes eligible accounts and membership. Admin arranges technical access. Agree the organization settings and how the team interprets activity, promise and expected closing dates.

  3. Prepare the customer discussion

    Record the discovery evidence, qualify the assigned revision and submit proposal scope with a next activity. Keep the supporting files attached to the opportunity.

  4. Rehearse the promise

    Submit a follow-up commitment, return it for clarification and review the corrected revision. Confirm that completion requires the approving decision and linked operation evidence, with decision and completion dates retained.

  5. Verify outcomes and exceptions

    Run separate Won and Lost cases with independent review. Try stale and unauthorized requests, reconcile a mismatched receipt and rehearse compensation for executed scope without deleting history.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Small Business CRM.

All questions
How do I get started?

Click Get started, then use Proto to configure CRM for Small Business for your business. Start with a familiar customer opportunity, a promised follow-up and separate Relationship Owner and Sales Manager identities. Rehearse proposal submission, commitment review and a verified closing outcome.

What supports qualification?

Relationship Owner uses logged customer evidence for the assigned opportunity. Before changing the record, the action checks that the owner is working in the correct organization and that the request matches the stored opportunity revision. It retains the result so the team can trace why qualification proceeded.

What does proposal submission need?

Prepare the proposal scope and a next relationship activity for the assigned opportunity. Submission retains the outcome in activity history and an operation receipt so the team can follow the next customer action.

How is a follow-up commitment different from an activity?

Activity history records calls, meetings, emails and tasks around the opportunity. A follow-up commitment identifies promised customer work with its own subject, due date and review lifecycle before completion.

Who decides whether a promise can be completed?

An independent Sales Manager reviews the submitted commitment revision and records the decision. Completion requires the approving decision and its linked operation evidence, with decision and completion dates retained.

Can the person preparing the work also approve it?

The review must be independent of the preparer for that revision. Arrange an eligible Sales Manager who can assess the submitted evidence separately, even when the operating team is small.

What happens when the reviewer returns a commitment?

Relationship Owner follows the agreed correction path and submits the corrected revision for review. Keep the original submitted content and decision history available rather than editing the frozen submission underneath the reviewer.

Does a completed follow-up mean the sale is Won?

The commitment describes the promised customer work. Closing the opportunity requires separate verified acceptance or loss evidence and independent review of the exact stored opportunity revision.

What stays in the record after closing?

Won retains the winning date and Lost retains a loss reason. Both preserve the prior expected USD value and activity evidence so the team can explain how the discussion ended.

How do we handle an uncertain connected-system result?

Sales Manager compares the operation claim with the linked local effects and obtains the authoritative source result when an external reference is involved. Keep discrepancies visible and use the approved correction path without automatically reversing an externally controlled effect.

Set up Small Business CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appCRM for Small Business

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.