Micro CRM
Micro CRM is a simplified, all-in-one customer relationship management platform that combines email, project management, and contact management capabilities with automated organization features, designed specifically for solo entrepreneurs, freelancers, and small businesses.
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Product Information
Updated:Dec 15, 2025
What is Micro CRM
Micro CRM is a web-based cloud CRM and business management software that offers an intuitive and easy-to-use solution for managing customer relationships. Unlike complex traditional CRM systems, it focuses on providing essential features without overwhelming users with unnecessary complexity. The platform is built to address the specific needs of solo consultants, freelancers, and small businesses who need to manage 10-20 ongoing client relationships effectively without the bloat of enterprise-level solutions.
Key Features of Micro CRM
Micro CRM is a simplified, web-based customer relationship management platform designed specifically for freelancers, solo entrepreneurs, and small businesses. It offers essential features like contact management, quotation handling, invoicing, and contract management while eliminating unnecessary complexity. The platform integrates with common tools like Gmail, Calendar, LinkedIn, and WhatsApp, and includes AI-powered capabilities for automating tasks like email triage and document drafting.
Streamlined Contact Management: Simple yet powerful contact list functionality with search, filtering, and the ability to attach files, links, and images to contacts
Automated Task Management: AI-powered system that automatically updates CRM records, triages emails, and drafts documents to reduce manual work
Business Tools Integration: Seamless integration with essential business tools including Gmail, Calendar, LinkedIn, WhatsApp, and other common platforms
Freelancer-Specific Features: Purpose-built tools for quotations, invoicing, and contract management designed specifically for independent professionals
Use Cases of Micro CRM
Solo Consultants: Perfect for independent consultants managing 10-20 ongoing client relationships who need a simple way to track contacts and follow-ups
Freelance Professionals: Helps freelancers manage client communications, create professional quotes, and handle contracts all in one place
Small Business Owners: Enables small business owners to maintain customer relationships and streamline basic business operations without complex features
Pros
Simple and intuitive user interface
Affordable pricing compared to complex CRM systems
Focused feature set that eliminates unnecessary complexity
Cons
Limited advanced reporting capabilities
May lack features needed for larger teams
Still in early development stages with some features planned but not yet implemented
How to Use Micro CRM
Sign up for an account: Go to microcrm.cc and create a free account. No credit card required for the 30-day trial period.
Set up your contact database: Start by adding your contacts and client information into the system. The interface is designed to be simple and intuitive for manual entry.
Configure integrations: Connect Micro CRM with your existing tools like Gmail, Calendar, LinkedIn, WhatsApp to centralize communications.
Create custom fields: Add any additional custom fields you need to track specific information about your contacts and projects.
Set up automated workflows: Configure the system to automatically update CRM records, triage emails, and draft documents based on your needs.
Manage client relationships: Use the platform to track ongoing client projects, communications, and follow-ups in one centralized place.
Monitor analytics: Review built-in reporting and analytics to gain insights into your client relationships and business performance.
Access on mobile: Use the mobile-friendly interface to manage your CRM on-the-go from any device.
Micro CRM FAQs
Micro CRM is an all-in-one cloud-based platform that combines email, CRM, project management, and automation tools. It features client management, sales automation, Telegram bots, analytics, and integrates with Gmail, Calendar, LinkedIn, and WhatsApp.
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