The simplest CRM in the world

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.

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