Leads, contacts & accounts
Every enquiry becomes a lead with its source, campaign and full history. Convert leads into contacts, companies and deals when they move forward.
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FREE For active retainer clients
A client perk: Naeem's CRM, free.
When you hire me for your marketing, you also get Naeem's CRM for your sales team, connected to your ads. No licence fees, no setup cost. I handle hosting, updates and lead connections.
Features
What's inside your workspace
Custom pipelines
Kanban boards with your own stages, such as New → Contacted → Eligibility → Docs pending → Paid. Drag a card to update it.
Automatic lead capture
Meta Lead Ads, Google lead forms and website forms send leads straight in. Duplicate checks stop the same person being added twice.
Roles, teams & permissions
Give reps access to their own leads only, managers to their team, and owners to everything. Every change is logged.
Calls, meetings & tasks
Log calls, schedule meetings and set follow-up tasks with reminders, all on a shared calendar.
Email from the CRM
Send and receive email inside the lead record, with templates for quotes, reminders and welcome messages.
Dashboards & reports
See leads by source, stage, rep and date range. Know which campaign brings in paying customers.
PDF templates
Generate quotes, service agreements and enrolment forms filled with the client's details in one click.
Import & export
Bring your existing Google Sheet across as CSV, and export your data any time. It always stays yours.
Private workspace
A separate workspace on its own web address with HTTPS. Your data never mixes with other clients.
Mobile ready
Works in any phone browser and can be added to the home screen. A dedicated mobile app is in development.
Hosting & backups handled
I run the server, apply updates and take regular backups. You don't manage any software.
How a lead travels
From ad click to closed deal, without copy-paste.
1 · AdLead submits a formMeta, Google, TikTok or your website.
2 · RouteSent to Naeem's CRMName, phone, campaign and UTMs attached.
3 · AlertRep is notifiedEmail alert with the lead details.
4 · WorkFollow-up in pipelineCalls, notes and tasks until a decision.
5 · LearnWon deals reported backAd platforms optimise for buyers, not form-fillers.
Compared
How Naeem's CRM compares
Against a Google Sheet and the CRMs most GCC businesses look at first.
| Need | Google Sheets | HubSpot | Zoho CRM | Salesforce | Naeem's CRM |
|---|---|---|---|---|---|
| Price | Free | Free tier; paid plans per seat | Free up to 3 users; paid per user | Paid per user | Free with your retainer |
| Leads arrive automatically | Manual or fragile | Yes | Yes | Yes | Yes, connected for you |
| Each rep sees only their leads | No | Limited on free | Yes | Yes | Yes |
| Follow-up reminders | No | Yes | Yes | Yes | Yes |
| Drag-and-drop pipeline | Filters and colours | Yes | Yes | Yes | Yes |
| Full history per lead | One cell of notes | Yes | Yes | Yes | Yes |
| Won deals sent back to ads | No | Needs setup | Needs setup | Needs setup | Set up for you |
| Setup and admin | You | You or a partner | You or a partner | Usually a consultant | Done by me |
| Ads, tracking and CRM in one team | No | No | No | No | Yes |
Based on each vendor's publicly listed plans. Their features and prices change, so check their sites for current details.
Questions
Good to know
Is it really free?
Yes, for as long as you're an active retainer client. There are no licence fees per user.
Who owns the data?
You do. Your workspace runs on its own database, separate from other clients, and you can export everything as CSV at any time.
What happens if we stop working together?
I'll export your full data so you can move it to any CRM you like, or we can agree a small hosting fee to keep your workspace running.
How many users can we add?
Add your whole sales team. Each person gets their own login, and you control what they can see.
How long does setup take?
Usually a few days: workspace setup, your pipeline stages, importing your current sheet, and connecting your lead sources.
Is there a mobile app?
The CRM works in any phone browser and can be added to the home screen. A dedicated mobile app for all client workspaces is being built.