Grund: CRM Customer Database for Small Teams

Overview

Grund is a light CRM for small teams that sell, from 2 to 30 people. It keeps every company, person and deal in one place, reminds you who to follow up with, and turns a deal into a quote you can print or save as a PDF.

Try it without signing up: the demo button on the sign-in page opens your own private copy of the sample data, an interior and furniture studio with 12 companies, 30 contacts and 18 deals. The copy is deleted after 24 hours. When you're ready, start your own workspace and bring your contacts in from a CSV file.

Why use this CRM template

Nothing falls through. Every deal shows how long it has been quiet, and overdue follow-ups sit at the top of your day. Snooze one by a day or a week with one click.
One history per customer. Emails, calls, notes and quotes logged on a deal also show on its contact and company, so anyone on the team can pick up where someone else left off.
Shaped by asking. Stages, fields, products and quote terms are yours to change. Renaming a stage or adding a field is a small change you describe in a sentence.

Template features

People and organisations with lifecycle stages, tags, owners and a full timeline. Search, filter, sort, and import or export CSV.

A sales pipeline tracker with a drag-and-drop board and a table view, stage totals, weighted value and "quiet for 8 days" badges. Moving a deal to Lost asks for the reason.

Reminders linked to a deal, person or company, with priority and assignee. Overdue, today and upcoming lists; complete with undo, or snooze.

Log emails sent and received on any deal or contact. "Open in mail app" starts the reply in your own email client.

One click turns a deal into a numbered quote with line items, a product catalogue, discount and tax. Print it or save it as a PDF with your logo and bank details. Accepting a quote can mark the deal as won.

Won value by month, a stage funnel, win rate and lost reasons. Invite teammates by link, choose Admin or Member, and search everything with ⌘K.

Who is this CRM customer database for?

Small teams that sell to other businesses and still track deals in a spreadsheet or an inbox. It suits owners who want the whole team to see the same pipeline, with quotes going out from the same place.

Studios and agencies: Track every client and project from first call to signed quote, and see which proposals have gone quiet.
Trades and B2B suppliers: Keep a product catalogue, send priced quotes with tax and discount, and follow up before they expire.
Consultants and service firms: Log the emails and calls that matter, set the next step on every deal, and share the history with your team.

How to set up your CRM template

01
Click Use template.
Studio copies Grund into a new project on your account. Free to start; no credit card.
02
Bring your data.
Import your contacts from a CSV file, or keep the sample data to look around first.
03
Describe what to change.
Rename stages, add fields, change quote terms or remove the demo button by asking. Grund is a first draft OpenKBS reshapes around your sales process.
04
Invite your team.
Send invite links, choose each person's role, and go live on your own address.

Frequently asked questions

What is a CRM customer database?

A CRM customer database is one place for everything about your customers: who they are, which company they work for, what you're trying to sell them, what was said, and what happens next. Instead of notes spread across inboxes and spreadsheets, the whole team works from the same list of contacts, deals and follow-ups.

Is Grund free?

Free to start. Use it on the free plan, and move to a paid plan when you invite your team. Paid plans from €19 a month.

Can I try it before I sign up?

Yes. Click Preview, then "Try the demo" on the sign-in page. You get a private copy of the sample data, deleted after 24 hours.

Can I change it?

Yes. Rename stages, add fields, change roles and quote layouts by describing what you want. Grund is a first draft that OpenKBS reshapes around your business.

Can I bring my contacts?

Yes. Import contacts from a CSV file exported from a spreadsheet or another CRM. Companies are created from the company column.