Keep track of your conversations & follow-up easily, so you can make more sales
The Milico CRM
for solopreneurs and freelancers
£99
(pay once and it’s yours forever)
“It is ideally suited to my needs as a solopreneur; it’s invaluable in helping me plan, track and deliver a pipeline of deals“
Do you wish you had a simple way to keep in touch with people you meet?
You go to networking meetings and connect with people on LinkedIn but then, despite your best intentions, you realise you’ve never picked up that conversation again.
If only there was a simple way to keep track of who you’ve met, what you talked about, and when you last had a conversation.
And wouldn’t it be great if it helped you to keep track of potential clients who weren’t ready 6 months ago, but could be now?
What you’re looking for is our simple CRM…
Currently, Milico CRM is only available for Windows 11 PCs. If you’re interested in a version for the Mac, join the waitlist here.
This is a customisable, secure database that you control
Our simple CRM enables you to keep:
Contact records: first & last name, email, phone number + 12 other customisable fields (you can choose what you’d like to record)
Notes: an unlimited number of text notes (saved against the contact record) so you can easily track the conversations you’ve had with each potential client
Tasks: set a task (eg reach back out to Kate after the holidays) with a due date, description, priority and the option to allocate to a user. You can then look at your task list to see what’s next on your follow-up list.
A pipeline for each service: you set whatever stages make sense for you (eg identified as possible client / booked in for a sales call) so you can keep an eye on where your prospects are in your pipeline
It’s stored on your system, whether that’s a home server or in the cloud, so you don’t need to worry about someone else holding your data – or waking up one day to find your database has been lost.
And you get to choose which information you want to store – so it works for you and your brain.
Why we made the Milico CRM
We go to a lot of events, run a membership for business owners, and work 1:1 with CEOs of companies with a turnover of £1m+. Some people we meet will be collaborators, some will want to buy from us, and others are people we want to keep on our radar so we need a way to make sure we’re keeping in touch with people at every stage of business.
We’ve paid for online CRMs before, and know how useful they are. But we were acutely aware that with every online platform, someone else controls access to your data – and you are locked in to their price rises.
One of Mike’s superpowers is developing simple models for dealing with complex problems. So, he created this CRM for us to use. And we realised how powerful it would be for the solopreneurs in our membership, The Cole Collective. And, if they would find it useful, so could you.
“This is an easy to navigate CRM. I was able to dive in and use without cumbersome training and manuals.”
More details
For a one-off payment, the CRM is yours forever
The CRM is a download that you store on your system
The CRM is a Microsoft Access database, and as such is unlimited in the data it can hold – so you can have as many contacts as you like, write as many notes on each contact as you want etc.
The CRM is highly customisable. You can keep it very simple or you can choose up to 12 extra fields of information to capture about a client. You can ignore Pipelines or set up a multiple-stage pipeline for as many Services as you offer.
There is a 7 day money-back guarantee – so you can download the CRM and make sure it works on your system. We have installation & troubleshooting sections in the Vault for simple fixes. But if your system isn’t compatible, don’t worry just email us within 7 days and we’ll refund you the money.
Currently, Milico CRM is only available for Windows 11 PCs. If you’re interested in a version for the Mac, join the waitlist here.
FAQs
Who is this for?
Solopreneurs and freelancers, who:
– Are selling mid-to-high ticket 1:1 or group activities
– Have relatively low sales volumes
– Are looking for a simple, no bells and whistles tool, that has no ongoing fees.
– Run Windows 11
Who is this NOT for?
– Businesses with high-volume, low-price sales pipelines
– Multiple concurrent users – only one person can use it at a time
– Apple Mac users (sorry). If you’re interested, join the waitlist for the Mac version.
Will it work with my Windows PC?
This is made for Windows 11 PCs. It’s build on Microsoft Access (64-bit) » which is included as standard in…
- Microsoft Office 365 (subscription service).
- Microsoft Office 2016/2019/2021 Professional Plus (a one-off paid licence fee).
- Microsoft Office Access Runtime (FREE software, for any Windows users » link here)
And for peace of mind, we offer a 7 day money-back guarantee. If your system isn’t compatible, just email us within 7 days and we’ll refund you the money. (But do check out the installation guides in the vault first, as there may be a simple fix)
How long will I have access to Milico CRM?
Once you’ve downloaded the model, it’s yours. As long as you have Microsoft Access (free or paid), you’ll be able to use this database.
What support will I receive?
Think of Milico CRM like an Excel or Word template – it’s really that simple to use. You’ll be up and running in no time, and find it really easy to use.
We’ve added guidance materials (videos and text) on setting it up and using the model, along with a troubleshooting section just in case, in the “Milico CRM” course on our membership site: vault.solopreneurs.milico.uk
Can you see my data?
No – you have full control of who sees your data.
In the same way that if we shared a Word document or an Excel spreadsheet with you – once you’ve downloaded a copy onto your system, we can’t see what happens in it.
When will it be available for Apple Mac?
Sadly this version is not compatible with Apple Mac. We will consider making a Mac version if there is sufficient interest. You can register your interest here.