CRM

CRM & Sales Pipeline

A lightweight CRM built for individuals and small teams. Manage contacts, track deals through visual pipelines, log activities, and monitor your win rate — all without leaving UrsaClimb.

Features

Free

Pipeline Kanban Board

Visualize your sales pipeline with drag-free stage management. Move deals between stages like Lead, Qualified, Proposal, Negotiation, Won, and Lost.

Free

Contact Management

Store and organize contacts with company, job title, email, phone, and source tracking. Search and filter your entire contact database.

Free

Deal Tracking

Track deal values, expected close dates, and probabilities. See total pipeline value and stage-by-stage breakdowns at a glance.

Free

Activity Timeline

Log calls, emails, meetings, and notes. Every deal movement is automatically recorded so you never lose track of interactions.

Free

CSV Import

Bulk import contacts from spreadsheets and other CRMs via CSV. Smart header mapping handles common column name variations automatically.

Free

Pipeline Analytics

Monitor win rate, total pipeline value, won/lost breakdowns, and per-pipeline stage distributions. Data-driven sales decisions.

Climber

Multiple Pipelines

Create separate pipelines for different sales processes — partnerships, inbound, outbound, upsells. Each with custom stages and colors.

How It Works

Step 1

Create a Pipeline

Set up your sales pipeline with default stages (Lead → Won/Lost) or customize your own workflow.

Step 2

Add Contacts & Deals

Import contacts via CSV or add them manually, then create deals linked to contacts and pipeline stages.

Step 3

Track & Close

Move deals between stages, log activities, and watch your win rate and pipeline value grow.

Ready to manage your pipeline?

Start with 1 pipeline, 25 contacts, and 10 deals on the free tier. Upgrade for more capacity and multiple pipelines.