AutoFlowPros
The “Organize” layer in Collect → Organize → Protect → Ask

The CRM Layer: just enough structure to never lose a lead.

For micro-businesses, CRM shouldn’t feel like a corporate system. AutoFlowPros uses a lightweight CRM layer to keep leads, clients, and follow-ups in one place — so automations (and optional AI) can do useful work.

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Important: We don’t “replace your tools.” We connect them — simply. CRM is the home base for your contacts and follow-ups, not a giant data platform.
What it is

A quiet, practical home for leads and follow-ups

The CRM layer is where the key relationship data lives: who the person is, what they asked for, what you promised, and what the next step is. That’s enough to run helpful automations without drowning you in fields and dashboards.

What we store • “just enough CRM”
  • People: name, email/phone, company (optional).
  • Status: new lead / active / waiting / closed.
  • Notes: the important context in plain English.
  • Next step: follow-up date + what to do next.

If it doesn’t help you decide your next action, it probably doesn’t belong in your CRM.

What CRM enables • the “flow layer”
  • Auto-create a lead when an email/form inquiry arrives.
  • Auto-remind you when a follow-up is due.
  • Auto-log key messages and files to the right client.
  • Optional AI: draft replies or summarize the last thread.

The CRM layer is how “Collect → Ask” becomes actionable, without adding complexity.

Patterns

Three CRM patterns that work for tiny teams

We pick the simplest pattern that fits how you already work. You can always grow later — but most people never need to.

Pattern A • Spreadsheet CRM
  • Perfect for: solo operators and early-stage setups.
  • One sheet: contacts + status + follow-up date + notes.
  • Automations: append rows, set reminders, generate summaries.
Pattern B • Lightweight CRM (recommended)
  • Perfect for: micro-businesses with steady inquiries.
  • Cleaner views: pipeline/status + tasks/follow-ups.
  • Automations: triggers + routing + consistent follow-up.
Pattern C • “CRM + Inbox” hybrid
  • Perfect for: email-heavy businesses.
  • CRM holds the status/next step; email holds the detail.
  • Optional AI: summarize the last 10 emails into next steps.
What we avoid • common CRM pain
  • Over-customization and endless fields
  • Dashboards that look impressive but don’t help action
  • “Everyone must update CRM daily” (doesn’t happen)
Tooling

Recommended stack: simple, modern, and practical

We can implement the CRM layer using the tools you already have — or recommend a lightweight option that fits your budget and comfort level.

Option 1 • Keep it ultra-simple
  • CRM: Google Sheets / Excel / Notion table
  • Comms: Gmail / Outlook / Thunderbird
  • Storage: One folder system (local or cloud)
  • Automation: simple triggers + reminders
Option 2 • Attio-style lightweight CRM
  • CRM: Attio (or similar lightweight CRM)
  • Automation: flows that update records + tasks
  • AI: optional drafts + summaries (human approval)
  • Goal: consistent follow-up without admin pain
If you want to explore Attio, start here: attio.com (We don’t lock you into any vendor — we pick what fits your workflow.)
Next step

Want a CRM layer that actually gets used?

Send a short note describing how you get inquiries today (email, web form, phone, Facebook, etc.). We’ll suggest a minimal CRM pattern and 1–2 automations that deliver immediate value.

What to send • 5 lines is enough
  • Where leads come from
  • What you forget to follow up on
  • Your current tool list (optional)
  • Any privacy requirements
Contact • simple email

Email us and we’ll reply with a clear plan and a lightweight demo.

[email protected]

Prefer to keep data local? Tell us — we can design flows with privacy-friendly options.