Welcome to LeanGrid

LeanGrid is a lightweight B2B CRM built for growing teams. It gives you everything you need to manage your sales pipeline — contacts, deals, tasks, and projects — from one fast workspace that feels like a desktop app.

What is LeanGrid?

LeanGrid is a modern, cloud-based CRM designed for teams that value simplicity and speed over bloated feature sets.

Unlike enterprise CRMs that take weeks to configure, LeanGrid gets your team up and running in minutes. All data syncs in real time across your whole team — changes one person makes appear instantly for everyone else, with no refresh needed.

Core Modules

• Contacts — Track companies and people you work with. Link individuals to their employer company.
• Deals — Manage your sales opportunities. Create deal types with custom fields tailored to your workflow.
• Tasks — Keep your team on track with tasks linked to contacts, deals, projects, or standalone.
• Projects — Group related deals and tasks into projects for bigger initiatives.
• Notes & Activity — Capture context, call summaries, and decisions on any contact, deal, task, or project.

Who is LeanGrid for?

• Small to mid-size teams (2–50 people) who need a CRM without the overhead of Salesforce or HubSpot.
• Startups that need to start tracking sales without a lengthy setup process.
• Service businesses that manage client relationships and projects alongside deals.
• Agencies that juggle multiple client accounts and want everything in one place.

Platforms

LeanGrid is available as:

• Web app — app.getleangrid.com, works in any modern browser.
• Android app — Native mobile app available for Android devices.

Next Steps

• Quick Start Guide — Set up your workspace in under 5 minutes.
• Core Concepts — Understand how LeanGrid is organized.
• Managing Contacts — Start adding your first contacts.