Canvas CRM
A lightweight CRM that keeps your whole pipeline in one place.
Overview
Canvas CRM brings your leads, deals, and conversations together in a clean, fast interface your team will actually use. (Sample product — replace with your real catalog.)
See it in action
Small and mid-sized sales teams who have outgrown spreadsheets but don't want enterprise bloat.
Key Features
- Visual deal pipeline
- Contact & company timelines
- Email and task reminders
- Custom fields and tags
- Role-based team access
- Exportable reports
Who uses it, and how
For sales teams
Track every deal from first contact to close without losing a lead in a spreadsheet.
For founders
Get a real-time view of pipeline health without asking for a status update.
For account managers
Keep a full history of every client touchpoint in one searchable timeline.
Up and running in 4 steps
Import your contacts
Bring in existing leads and clients from a spreadsheet or another CRM in minutes.
Set up your pipeline
Define the stages that match how your team actually sells.
Track every deal
Log calls, emails, and notes as deals move through the pipeline.
Report on what matters
View or export live reports on conversion rates and rep performance.
Common questions
Can I import data from my current CRM or spreadsheet?
Yes — Canvas CRM supports CSV import, so switching over takes minutes, not weeks.
How many users can I add?
Pricing scales by seat, and every plan includes role-based permissions so you control who sees what.
Does it integrate with email?
Yes — connect your inbox to log emails against contacts and deals automatically.
Is my data backed up?
Yes, data is backed up daily with point-in-time recovery available.
Request a Demo
See Canvas CRM in action. Tell us a little about your needs and we'll set up a walkthrough.
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