I provide a downloadable CRM vault, part of the LeanProductivity Vault Collection. You can use it to kickstart your own CRM instance.

Alternatively, you can follow the video's step-by-step instructions and build it from scratch - it really depends on how much you value your time.

Detailed documentation

If you need help, join the LeanProductivity Discord server.

The CRM Dashboard

"As is" policy and assistance

All the templates are provided "as is." I craft and test them carefully on my system, but I cannot guarantee they will work on every system. Let me know if they are not working for you, and I will try to help you.

Version: 02.04.20240624