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The simplest CRM in the world
A look back at the second Klaro Cards Session focused on this topic.
On July 17, 2025, at 12:30 p.m., we held our second Klaro Cards Session. Klaro Cards Sessions are one-hour online events designed to introduce you to the Klaro Cards solution. Each episode is an opportunity to present a problem encountered by our users, and how to use Klaro to solve it simply and clearly.
- The complete Youtube video of the session (in French)
- The CRM model: the world's simplest CRM
What is a CRM?
A CRM (Customer Relationship Management) is just a tool to keep track of your prospects.
But in real life, it often looks something like this:
- an Excel file sitting somewhere
- a pile of forgotten business cards
- unread e-mails
- and random follow-ups
A good CRM isn't just a tool. It's a method for keeping on track:
- Know who needs a follow-up call
- See who's moved on to the next stage
- Never forget a warm prospect
- Track all sales interactions in one place
Without this, your sales follow-up is random. And opportunities go by the dogs.
What's the strength of Klaro Cards?
Simplicity. Visualization. And customization.
With Klaro Cards :
- visualize your sales pipeline at a glance
- Organize your follow-ups without spreading yourself too thin
- Collaborate easily, even with several people
- Adapt the model to your own stages, methods or offers
No technical jargon. No complex interface. No need for a consultant to understand how it works.
As a bonus, the Klaro Cards CRM template includes :
- A clear Kanban board to track your prospects by stage
- An analytical view to spot bottlenecks
- A prospect record with history, source, person responsible, and more
And best of all, you can change everything: Fields, stages, boards. Klaro Cards adapts to you, not the other way around.
What's the strength of Klaro Cards?
Simplicity. Visualization. And customization.
With Klaro Cards :
- visualize your sales pipeline at a glance
- Organize your follow-ups without spreading yourself too thin
- Collaborate easily, even with several people
- Adapt the model to your own stages, methods or offers
No technical jargon. No complex interface. No need for a consultant to understand how it works.
As a bonus, the Klaro Cards CRM template includes:
- A clear Kanban board to track your prospects by stage
- An analytical view to spot bottlenecks
- A prospect record with history, source, person responsible, and more
And best of all, you can change everything: Fields, stages, dashboards. Klaro Cards adapts to you, not the other way around.
Conclusion
CRM isn't just for big companies. It's a must-have, even for small teams and freelancers.
And it's even better when it's simple, visual, customizable and ready to use in 2 minutes.
The Klaro Cards CRM model is:
- A practical starting point
- A way to stop losing prospects along the way
- A tool that supports you without complicating your life
Our support & consultancy team will be happy to help you implement this model in your project or company.
Cover image designed without AI by Freepik
