Free CRM & Sales Tools
Practical tools to plan sales pipelines, prepare CRM data, compare software and organize your customer management workflow.
CRM Selection
Find and compare CRM software.
Sales Planning
Design pipelines, score leads and read your funnel.
Sales Pipeline Designer
Design your sales pipeline stages, set probabilities and colours, preview it as a board and export it.
Open tool →Lead Scoring Builder
Build a lead scoring system: criteria, points and Hot/Warm/Cold cut-offs, then test it on example leads.
Open tool →Sales Funnel Visualizer
Turn stage counts into a funnel chart with conversion rates, drop-off and the biggest bottleneck. Save as PNG.
Open tool →Data & Migration
Clean, check and move contact data.
CSV Cleaner
Clean a contact file before it reaches your CRM: spaces, emails, phones and duplicates.
Open tool →Duplicate Contacts Finder
Find duplicate contacts in a CSV by email, phone, name and company, confirm the matches and export a clean file.
Open tool →CRM Import Validator
Check a CSV for missing headers, bad emails, duplicates and inconsistent phones before you import it into a CRM.
Open tool →CSV Column Mapper
Map your file columns to HubSpot, Salesforce or Pipedrive fields and download a clean import file.
Open tool →CSV to JSON
Convert CSV to JSON with the shape and types you choose.
Open tool →JSON to CSV
Convert a JSON list to CSV for spreadsheets and CRM imports.
Open tool →CRM Migration Planner
Answer a few questions and get a migration checklist, risks to watch and a suggested order of work.
Open tool →CSV to Table
Open a CSV as a searchable, sortable, editable table with find and replace and export.
Open tool →CRM Setup
Checklists and plans for getting a CRM running.
Documents & Proposals
Quotes, proposals and PDFs.
Quote Builder
Build a professional quote with line items, discount and tax, then save it as a PDF.
Open tool →Estimate Builder
Give a customer a clear, non-binding cost estimate and save it as a PDF.
Open tool →Proposal Builder
Write a sectioned proposal with cover, scope, timeline and pricing, then save it as a PDF.
Open tool →Sales Order
Confirm an order with reference, items, delivery date and terms, then save it as a PDF.
Open tool →Meeting Notes
Capture agenda, notes, decisions and action items, then save a clean PDF.
Open tool →Client Brief
Turn a client conversation into a one-page brief covering goals, scope, budget and timeline.
Open tool →PDF Maker
Write a document, add pictures and save it as a PDF. No sign-up.
Open tool →Markdown to PDF
Write Markdown, preview it as a document and save it as a PDF.
Open tool →Document Merger
Combine PDFs and pictures into one PDF, in the order you choose.
Open tool →Marketing & Email
Campaign links, email and landing page tools.
UTM Builder
Create a tracking link your whole team can understand.
Open tool →QR Code Generator
Turn any link into a QR code you can download as PNG or SVG.
Open tool →Email Template Builder
Build an email from blocks, preview desktop and mobile, and export clean HTML.
Open tool →Email Signature
Build a clean email signature and paste it into Gmail, Outlook or Apple Mail.
Open tool →No tools match your search.
Your files stay on your device
Tools that read a CSV or document process it in your browser. We do not receive, store or analyse the contents of what you load.