A simple CRM for teams who would rather sell than configure software
DigiPix Flow is a simple CRM for sales teams that need three things to work every day: a list of new enquiries, a board of open deals and a queue of follow-ups that are due. Each lead arrives with its source and an owner, each deal moves through stages your team agrees on, and each promised call has a time and a reminder. The heavier controls are there for later, switched off until you ask for them.
- Three screens for the working day
- Ready-made statuses, stages and lost reasons
- Advanced rules off until you switch them on
Escalated · Team lead
- pipeline stages in place before you start
- 5
- queues that sort every follow-up for you
- 6
- reminder lead times, from 15 minutes to a day
- 4
The screens a working day runs on
- LeadsNew enquiries, each with a source and an owner
- DealsOne board, with stages you name
- Follow-upsWhat is due today, and what is late
- ContactsThe people behind every lead and deal
- ConversationsWhatsApp, SMS and email on the record
- ReportsWhere leads come from and what is in the pipeline
Software that needs a project before anyone uses it
Some CRMs open on an empty screen and a long list of settings. Weeks go into fields, stages and permissions while the sales team carries on in the spreadsheet, and by the time the system is ready nobody wants to move.
Ten clicks to log one phone call
When recording a call means finding the record, opening the right tab and filling in a long form, reps quietly stop doing it. The data goes stale, managers stop trusting it, and the real work slides back into chat groups.
A list that never says what to do next
A lead list with forty columns tells a rep everything except who to call now. Without a queue of what is due today, every morning starts with scrolling and guessing instead of calling.
One list of new enquiries, each with an owner and a source
Enquiries from Meta lead ads, Google Ads lead forms, IndiaMART, your website forms and the lead API arrive in the same lead list, and older lists come in with a CSV import. Each lead shows where it came from and who owns it, and a new lead whose email or phone matches one you already have is flagged for someone to review, so two reps do not call the same buyer.
- Every source in one lead list
- A chip showing where each lead came from
- An owner on every lead, set by hand or by a rule
- Likely duplicates flagged for a person to decide
A deal board with the stages your team already uses
Every open deal sits on one board, in the stage it has reached, with each stage's deal count and total value at the top. Rename, reorder and colour the stages to match how you sell. If you want a stage to mean something, it can ask for an amount, a close date or a next step before a deal may enter it, and every won or lost deal records why.
- One board, every open deal in its stage
- Stages you can rename, reorder and colour
- Optional requirements before a deal moves on
- A reason recorded on every win and loss
A queue that tells each rep who to call next
Each follow-up appears in the right queue — Due today, Upcoming, Overdue, Mine, Escalated or Completed — and every queue shows how many are waiting. Scheduling one takes a few clicks: a quick time such as this evening or the next business day, a type such as a call or a WhatsApp, and a reminder before it is due. Several can be completed, rescheduled or reassigned at once.
- Six queues, from Due today to Completed
- Quick times instead of a date picker for every task
- Reminders set 15 minutes to one day ahead
- Bulk complete, reschedule or reassign
Log a call in one step, and let the result book the next
After a call, the rep picks one of nine results and adds a note if they want. Four of those results schedule the next step for them: a buyer who did not pick up or was busy gets a callback in three hours, one who asked for a call later gets one the next day, and one still deciding comes back in seven days. The call, the note and the next step all land on the lead's timeline.
- Nine call results to choose from
- Four results that book the next step
- Notes and calls on the lead's timeline
- Nothing to remember after you hang up
Sensible defaults, so the first screen is not a settings page
A new workspace opens with lead statuses from New to Lost, a pipeline of Qualification, Proposal, Negotiation, Won and Lost, eight lost reasons such as price too high or bad timing, and a lead source for each capture channel. Every one of these lists is yours to rename, reorder or extend, and you can add custom fields when a lead or deal needs something the defaults do not cover.
- Five lead statuses and a five-stage pipeline
- Eight lost reasons, ready for the first lost deal
- A lead source for every capture channel
- Custom fields when you need them, not before
Controls that wait until you need them
Scoring, assignment and approval rules come written out but switched off, so a new team is not surprised by leads moving or scores changing. When you are ready, read the rule, adjust it and turn it on; the scoring and assignment editors read each rule back in plain words before you save. Roles decide who sees every deal, a team's deals or only their own, and the same rules apply in lists and reports.
- Scoring, assignment and approval rules off by default
- Rules read back in plain words before you save
- Each role sees all deals, its team's deals or its own
- The same visibility in lists, boards and reports
From spreadsheet to a working CRM, in five steps
- STEP 01
Connect
Link the ad accounts, marketplace and website forms your enquiries already come from.
- STEP 02
Import
Bring your current spreadsheet across as a CSV, matched to lead fields.
- STEP 03
Work the list
Each lead gets an owner, and each owner sees what is due today.
- STEP 04
Move the deals
Qualified leads become deals on one board with stages you recognise.
- STEP 05
Add rules later
Switch on scoring, assignment or approvals when the team is ready for them.
DigiPix Flow vs spreadsheets and chat groups
| What it covers | Spreadsheets and chat groups |  DigiPix Flow |
|---|---|---|
| Where new enquiries go | Copied by hand from each ad dashboard | One lead list, with the source on every lead |
| Who owns a lead | A name in a column, filled in sometimes | An owner on every lead, set by hand or by a rule |
| What to do today | Scroll the sheet and hope | A Due today queue with a reminder on each item |
| Logging a call | A message in the team group | A call result that books the next step |
| Deal progress | A status column that means different things to each rep | One board, with stages the team agrees on |
| Getting started | Columns argued over for a week | Statuses, stages and lost reasons ready on day one |
| Who sees what | Everyone sees everything, or nobody shares the sheet | Visibility set by each person's role |
What a simple CRM connects to
Connect the places enquiries already come from, and the WhatsApp number and email domain your team replies from, and the three everyday screens fill themselves.
Simple CRM questions, answered
What makes a CRM simple to use?
Fewer places to look, and fewer decisions before you can start. In DigiPix Flow a rep's day runs from three screens — the lead list, the deal board and the follow-up queue — and a new workspace already has statuses, stages, sources and lost reasons, so the first session is spent on leads rather than settings.
Does simple mean features are missing?
No. Assignment rules, lead scoring, approvals, workflows, sequences, segments and custom fields are all there. Scoring, assignment and approval rules arrive written out but switched off, and the rest stay out of the way until someone goes looking for them.
Can we change the default stages and statuses?
Yes. Pipeline stages can be renamed, reordered, coloured and archived, and lead statuses, lead sources and lost reasons are lists you edit in settings. The defaults are a starting point, not a fixed structure.
Do we need someone technical to set it up?
No. Rules are built from dropdowns rather than code, and the scoring and assignment editors read each rule back in plain words, such as which leads it applies to and what it will do, before you save. A specialist also helps set the workspace up around how your team sells.
How do we move our existing sheet across?
Save the sheet as a CSV file and import it. You match each column to a lead field, consent columns are supported, and rows whose email already exists are skipped so you do not end up with two copies of the same lead.
Which channels can bring leads in?
Meta Lead Ads for Facebook and Instagram, Google Ads lead forms, IndiaMART, DigiPix Flow website forms on a hosted page or embedded in your site, the lead API for your own systems, and CSV import. Every lead is tagged with the channel it came from.
Can my team reply on WhatsApp from the CRM?
Yes. Replies go out from the WhatsApp Business number you connect. The conversation stays on the lead or contact, so anyone who picks it up next can read it, and an approved template is used once Meta's 24-hour window has closed. SMS and email can be sent from the same record.
What happens to our follow-ups if a rep is away?
Follow-ups can be reassigned one at a time or several at once, and overdue ones are flagged to team leads or managers as well as the owner. Because every call and message sits on the record, the person who takes over can see what was promised.
Something we haven't covered? Talk to an expert
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See a CRM your team will keep using
Talk to an expert — bring your current spreadsheet and see it become a lead list, a deal board and a queue of today's calls.
- A real person, not a bot
- Bring your current spreadsheet
- See your day on three screens