MakerBay
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Contacts

A light customer list - name, contact details, a status, a note, and the history of everything that person has done with you. It is not a CRM you have to feed by hand: your other modules fill it in as customers arrive.

Every workspace. Included at no extra cost on every plan, because the modules above it are far less useful without it.

What it does

Filled in for you

A captured lead, a booking, an accepted quote - each creates or updates a contact automatically. You are not doing data entry.

One history per person

Every conversation, request, appointment and quote for that customer sits on one screen, in order.

A status you choose

New, quoted, booked, won, lost, or whatever your work actually looks like. Simple enough to keep accurate.

Yours to take

Export the whole list as CSV whenever you want. A customer list you cannot get out is not really yours.

Questions

Is this a replacement for HubSpot or Pipedrive?

No. If you need pipelines, forecasting and sequences, use a real CRM. This exists so the other modules have somewhere sensible to put a customer, and so you can see one person's whole history.

Does it cost extra?

No. It is part of the platform, on every plan including Free.

Try it on your own documents

Free plan, no card required. You will know within ten minutes whether it is useful to you.

Get started free