CRM Bucket
A modern, no-code Customer Relationship Management solution built in Smartsheet and automated with Zapier. Track leads, manage deals, and visualize your pipeline effortlessly.
Get the Template
A modern, no-code Customer Relationship Management solution built in Smartsheet and automated with Zapier. Track leads, manage deals, and visualize your pipeline effortlessly.
Get the TemplateCRM Bucket is built for freelancers, solopreneurs, and small teams who need a smarter, simpler way to track leads and close deals — all without paying for bloated software.
Collect and manage contacts from any source, even auto-filled with Google Forms.
Track every deal's stage, value, expected close date, and outcome.
Stay on top of reminders and activities with due dates and assignments.
Log calls, emails, and meetings with notes, follow-up flags, and dates.
Show current tasks, follow-ups and interactions with your leads.
See KPIs like deal count, value, win rate, and tasks due — all in one view.
See how CRM Bucket connects your lead form to your pipeline with zero coding:
“CRM Bucket completely changed how I manage leads. It’s simple, visual, and just works.”
— Alex J., Freelance Consultant
“I replaced my $300/mo CRM with this and couldn’t be happier. The Zapier integration is smooth!”
— Maria S., Startup Founder
“I love how everything lives in Smartsheet, and the dashboard gives me instant visibility.”
— Devin K., Sales Team Lead
Yes — a Pro plan ($12/month) is required for dashboards, automation, and Zapier connections.
Absolutely. It comes with ready-to-use Zaps and setup instructions.
Yes! It’s 100% yours to modify and scale however you need.