Lead-nurturing CRM · Sequences · Pipelines · Calendar follow-ups

Static

A lead-nurturing CRM for founders and small sales teams: enrich contacts, run four-step nurture sequences and never miss a follow-up.

Lead-nurturing CRM · SaaS

At a glance

Category
Lead-nurturing CRM · SaaS
Product
B2B SaaS · CRM · Email Automation
Platform
Web (responsive) · Multi-pipeline workspaces
Our role
Full product build · Clearbit + Apollo.io sync · Sëring template editor
Stack
Clearbit · Apollo.io · Inngest · Stripe Billing
Outcome
Static shipped as a focused B2B SaaS, Clearbit + Apollo enrichment on the way in, Inngest scheduling sequences on the way out, Resend handling sends, Stripe Billing on the side.
01 / 07Challenge

Founders don't need Salesforce. They need fewer dropped follow-ups.

The user we built Static for runs their own sales, solo founder, agency owner, two-person business. They have a list of leads in a spreadsheet, three or four email templates they reuse constantly, and a habit of forgetting to follow up after day three. The big CRMs are too much: per-seat pricing, weeks of setup, fields they'll never fill in.

The brief was deliberately small. Pull a contact in from Clearbit, Apollo.io, or just type one in. Drop them into a multi-step sequence, Email + delay + Email + Task. Edit the email templates as a live document and download a PDF.

Track every send in Emails. Watch deals progress through a kanban-style Pipeline. And make follow-ups the home screen for everything else, list view for triage, calendar view for the week.

02 / 07Dashboard

Three numbers, one task, two side rails.

The dashboard is brutally compact on purpose. Three KPIs at the top, Active Deals, Won Revenue, Win Rate, picked because they're the three numbers a founder actually checks before bed.

Below them, a single "My Task" card with the next thing to do, a high-priority pill, and a due date. Then two side-by-side rails: New Companies and New Contacts that landed today. No charts, no widgets, no quarter-over-quarter chrome. The user knows whether they had a good week in two seconds.

03 / 07Leads + Contacts

Pull from Clearbit, Apollo, or just type.

Adding a contact is the most-repeated action in the product, so it gets a three-source modal: Clearbit for verified company-data enrichment, Apollo.io for outbound prospect lists, and Manual for the founder who already has the email.

Hit Manual and an in-line panel opens with the eight fields that matter, first name, last name, company, location, phone, email, LinkedIn, website, plus a profile-image upload. The list view shows Lead Info, Global Status (Uncontacted, Active Opportunity, Won, Lost, Disqualified), and a row-level kebab that surfaces Delete in the brand red so destructive actions are never one click.

04 / 07Sequences

Email + delay + Task, and the founder gets their day back.

The sequences engine is what justifies the whole product. Each sequence has a Title, Purpose, Status (Active / Draft / Paused), and a stack of Steps. Each step is two fields: a Step Type (Email or Task), a Delay, a Template, and a Step Name.

The "Create Sequences" modal opens with placeholders so the user can fill it in like a form; the "Edit" modal pre-fills with real data so a four-step nurture is one panel away from being live. The green "Active" pill is the only spot of green in the entire product.

05 / 07Emails + Sëring templates

Compose, send, archive, templates as live PDFs.

Static's email composer borrows the visual language of a desktop mail client, From row, recipient, subject, body, attachment chip, send button on the right. Sent emails land in a flat list with a star toggle and a row of bulk actions.

The Templates editor, branded as Sëring, is a live document on the left, a side rail on the right with "Live edit and download your PDF when you are ready," plus Reset Changes, Save Changes, and a row of "explore other templates" thumbnails. A founder can edit the body inline, pull in their logo, and have a printable PDF in two minutes.

06 / 07Follow Ups

List for triage, calendar for the week.

Follow Ups is the one screen the founder lives in. List View stacks every outstanding follow-up with assignee, contact, due date, priority pill (High / Medium / Low), and status pill (Pending / In Progress / Completed). A checkbox on each row marks it done in place.

Calendar View drops the same items onto a real week, Sun through Sat, hour rows from 7am, with coloured event blocks (coral for assigned, teal for accepted) so the user can drag a follow-up to a different time without leaving the page.

07 / 07Pipeline

Four stages, no negotiation.

Static deliberately ships with one opinion baked in: every deal lives in one of four stages, Deal Won, Deal Lost, Meeting Scheduled, Contract Sent. Users can rename the workspace but they don't get to invent custom stages, too many CRMs die because the user spends a week designing the pipeline and never closes a deal.

Add Deal in the top right is the same call-to-action everywhere; the per-stage + Add deal button under each row gives one-click entry into the right column. Hide closed stages with a single toggle when the screen gets noisy.

Result

A CRM that fits in your pocket.

Static shipped as a focused B2B SaaS, Clearbit + Apollo enrichment on the way in, Inngest scheduling sequences on the way out, Resend handling sends, Stripe Billing on the side. The Sëring template editor turns email templates into live PDFs in two minutes. Follow Ups doubles as a list and a calendar so nothing slips, and the four-stage pipeline keeps founders shipping deals instead of redesigning columns.