Steadline CRM

A hosted CRM for customers, leads and deals, set up for the way you sell.

One hosted CRM with one interface: a pipeline board, dashboards, tasks and team roles. Start from a sales, contractor or lead-tracking setup (the records and stages you begin with); your team works in it from any browser, and fields, stages and names stay yours to change.

Status: Beta
Delivery: Hosted web appRuns in any modern browser; your team signs in to one shared workspace.
Price: Not sold yetThe beta opens to the public soon; it will be free during the beta, with published limits.
Preview: Live demo with sample records
Can I buy it?: Not yetThe beta opens to the public soon. The live demos are open today.

Try a live demo

What it does

Pipeline board
Move deals or jobs between your own stages, with totals per stage.
Dashboards
Pipeline value, revenue by month and work by stage, from your records.
Tasks and reminders
Due dates, assignees and in-app reminders on every record.
Team roles
Owner, admin, member and viewer; members can be limited to their own records.
Import and export
Bring in a spreadsheet; export CSV or JSON any time.
On your phone
Installable as a web app (not an App Store app).

Starting setups, one CRM

Every setup is the same Steadline CRM with the same screens. A setup only decides which records and pipeline stages you start with; you can rename and change them at any time.

Sales CRMPipeline, accounts and revenue by month.
RecordsCustomers, Contacts, Leads, DealsLeads stagesNew → Contacted → Qualified → Not a fit
Live demo
Contractor CRMFrom estimate to completed job.
RecordsCustomers, Leads, JobsLeads stagesNew inquiry → Contacted → Estimate scheduled → Converted → Lost
Live demo
Lead trackerEvery inquiry, its source and its status.
RecordsLeads, CustomersLeads stagesNew → Contacted → Follow up → Won → Lost
Live demo

What is included

A hosted CRM once the beta opens to the public
The starting setup you choose (its records, stages and dashboard), changeable at any time
Team invitations with roles
CSV and JSON export of every record

Add-ons

No add-ons: everything above is included. Integrations are not available yet, so they are never charged.

Changing it later

Inside the CRM, an optional assistant can propose a new field, stage or dashboard; you confirm it and earlier versions can be restored. It sees field and stage names, never your records. Customizing is optional and never part of buying.

Requirements

Any modern browser on computers and phones
A Steadline account

Limitations

No email, calendar or accounting integrations
No automatic follow-up emails
Your own customers do not sign in (it is for you and your team)
No source code or self-hosted copy

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