Looking for a crm template?
You don't need the template. You need the thing.
Every client, where the relationship stands, and what happens next. Without paying for seats.
Step 1 · Ask for it
One sentence. No setup, no configuring, no video tutorial.
Virgil
Build a CRM for my clients. Pull the names from my notes folder to start it.
Built. It's in your project now. Want me to change anything?
Step 2 · Use it
A CRM table in your project, filled from what you already have.
Not a picture of the thing. The working thing, built in the moment, shaped around your actual work, living in your own files on your own computer. Edit it yourself or tell Virgil what to change.
Virgil — Simple CRM
| Client | Stage | Last touch | Next step |
| Meridian Tech | Proposal out | Aug 8 | Follow up Thursday |
| Blue Ribbon | Active | Aug 12 | Send invoice |
| Lakeside Group | New lead | Aug 13 | Intro call |
The template way
- Find a template that almost fits
- Duplicate it into your workspace
- Spend an evening reshaping it
- Retype everything you already have
- Abandon it in three weeks
The Virgil way
- Say what you need in one sentence
- Virgil builds it around your actual work
- It reads the files you already have
- It keeps the thing current as you go
- Ask for changes any time, in plain English
Other things people stop downloading
Ask Virgil for one.
$20 a month, and the setup is free. Virgil works on your computer, in your files, on your actual work.