SuanSupply
What it's good for
- Freelancers, consultants and coaches
- Realtors and contractors following up on leads
- Agencies, service businesses and small teams
- Anyone who has outgrown a spreadsheet of contacts
What it does
Client database
Contact details, company, website and notes in one searchable place, with one-click email and call buttons, tags, lead sources, and deal value and stage for every client.
Sales pipeline
A drag-and-drop board from lead to won, with the total value in each stage. Customize the stages to match how you sell, and track your win rate and deals won this month.
Follow-up tracker
Set the next follow-up date and what to do. See what's overdue, due today and coming up this week, and spot open deals with no follow-up set, so no lead goes cold.
Activity history
Log calls, emails, meetings, quotes and payments, and see each client's full timeline.
Import and export
Bring in your existing contacts from a CSV file, and export your client list anytime.
How it works
- Buy it on Etsy and download the zip.
- Open the HTML file in Chrome, Safari, Edge or Firefox. It works offline.
- Click Load example data to see a finished setup, then clear it and add your own.
Pay once. No subscription, no account.
Your data stays in your browser, on your device. Sold through our Etsy shop.
Frequently asked questions
Is this a real CRM or a spreadsheet?
It's a small web app: a client database, pipeline board and follow-up tracker in one HTML file that runs in your browser. No spreadsheet software needed.
Can I import my contacts?
Yes, from a CSV file, and you can export your client list anytime.
Is there a subscription?
No. You pay once on Etsy and keep the tool.
Where is my data stored?
Only in your browser, on your device. Nothing is uploaded. Use Back up to save a copy or move it to another computer.
SuanSupply is not affiliated with, endorsed by or sponsored by Etsy, Inc. Etsy is a trademark of Etsy, Inc.