Drey
Build notes

For Mac, iPhone to follow · Being built in the open

Every lead gets a next step.

Drey is a small CRM for people who win their own work. It keeps one next action on every opportunity, so nothing goes quiet without you deciding it should.

Drey's Today view: two overdue follow-ups and two due today, each with the client, the work, its stage and its value. The focused row offers Done, set next, Reschedule and Open thread.Drey's Today view: two overdue follow-ups and two due today, each with the client, the work, its stage and its value. The focused row offers Done, set next, Reschedule and Open thread.
Today, from the design mock-up. The clients and figures are made up.

Buy it once. It stays yours.

Why I'm building it

I run a small web studio. New work comes from search, referrals and people I already know, and I've been tracking it in a to-do app and my inbox. That works, until a quote goes quiet and nothing tells me.

Big CRMs are built for sales teams. I wanted the opposite: one person, one Mac, and a clear answer to "what do I do next, and for whom?" So I'm making it, and writing up the build as I go.

Build notes

Newest first. Next up: the rules underneath, tested before any screen exists.

  1. It's called Drey

    A drey is a squirrel’s nest. Squirrels store plenty and lose none, which is the job. I bought dreycrm.com and put this page up, so the build happens in the open from the start.

  2. Finished the design pass

    Eight screens, in light and dark, plus the rules they follow. The big one: every live opportunity has exactly one next action. You can’t tick something off without saying what happens next, or parking it on purpose.

  3. Wrote the brief

    I’ve been running my pipeline out of a to-do app and my inbox. It works, until something goes quiet and nothing tells me. So I wrote down what I actually need: who it’s with, where it stands, what it’s worth and what I do next.