Why Bare Bones
The easy CRM setup — live in minutes, not months
Enterprise CRMs bury you in fields you'll never fill out and consultants who take months to configure. Bare Bones keeps only what you actually use, so you're back to selling on day one.
Everything connected
Customers, contacts, quotes, leads, tasks, and notes all link together. One click takes you from a deal to the people, history, and next steps behind it.
Your data stays yours
Your data is private and secure. Two-factor authentication keeps your account safe without making login a chore.
Everything you need, nothing you don't
Customer & Contact Management
Keep every customer and prospect in one place with full contact info, addresses, and a complete activity timeline. See exactly when you last touched base and who's going stale.
Rich Contact Profiles
Go beyond name and email. Track birthdays, coffee orders, family details, and the kind of personal touches that make sales relationships stick — plus who's the decision maker, who's the gatekeeper, right on each contact.
Quote & Deal Tracking
Build quotes with quantity-based pricing, track deal status from draft to won, and never let a quote expire silently. Every quote gets a number and an expiration date automatically.
Lead Pipeline
Track prospects from first contact to conversion on a Kanban board. Move leads through stages, set estimated values, and convert a qualified lead straight into a quote with a single click.
Tasks & Calendar
See everything due today, this week, or this month in a real calendar view — Day, Week, or Month. Click straight through from a task to the quote or customer it's tied to.
Goals & Metrics
Track your progress toward custom goals you define yourself — not just the built-in sales numbers. See exactly where your pipeline stands at any moment.
Fully Customizable
Statuses, task types, lead sources, customer types — rename or add your own anywhere. This isn't a rigid template; it's built to match how you actually work.
Who it's for
Bare Bones CRM works for anyone who sells to other businesses. A few examples:
Frequently asked questions
What makes Bare Bones a simple CRM?
It ships with only the fields you'll actually use — customers, contacts, quotes, leads, and tasks — and nothing extra to configure. You can be up and running in minutes without a consultant or a training manual.
Is there an easy CRM for small businesses without a big learning curve?
Yes. Bare Bones is built for small teams and solo sales pros who want an easy CRM with no learning curve. There's no setup project and no certification required — just log in and start tracking your work.
How much does Bare Bones CRM cost?
$7 per month with your first month free. Every feature is included — unlimited customers, contacts, quotes, and leads — and you can cancel anytime.