Small Business CRM

Handle customer relationships, sales pipeline and follow-up for small businesses in a local WebApp designed to bring the complete workflow together, replace scattered spreadsheets and keep every record ready for review.

MAIN FEATURES

• Dashboard: review indicators, activity and upcoming points requiring attention.
• Accounts: track and maintain Name, Type, Industry, Owner ID, Source and Potential Value.
• Contacts: track and maintain Name, Account ID, Role, Email, Phone and Language.
• Opportunities: track and maintain Name, Account ID, Contact ID, Pipeline ID, Stage and Product.
• Interactions: track and maintain Account ID, Contact ID, Opportunity ID, Type, Date and Summary.
• Tasks: track and maintain Title, Account ID, Contact ID, Opportunity ID, Date and Owner ID.
• Pipelines: track and maintain Name, Stages and Active.
• Sales: track and maintain Account ID, Opportunity ID, Date, Product, Amount and Currency.
• Collections: track and maintain Account ID, Opportunity ID, Status, Invoiced, Collected and Due Date.
• Projects: track and maintain Name, Account ID, Owner ID, Start, End and Status.
• Renewals: track and maintain Account ID, Type, Date, Value, Owner ID and Status.
• Feedback: track and maintain Account ID, Contact ID, Date, Type, Rating and Comment.
• Owners: track and maintain Name, Email, Role and Active.
• Goals: track and maintain Period, Owner ID, Type and Target.
• Consent Records: track and maintain Contact ID, Date, Source, Channel, Legal Basis and Do Not Contact.
• Import: centralise the information, follow-up and decisions for this stage.
• Reports: centralise the information, follow-up and decisions for this stage.
• Create, edit, search and delete records from the same interface.
• Configurable visible fields and readable cards with no horizontal scrolling.
• Fifteen colour palettes in light and dark modes, independent between DEMO and PROD.
• Integrated Getting Started guide, settings, FAQs and backups.

UPDATED LOCAL ARCHITECTURE

• This edition is delivered as one self-contained HTML file.
• It no longer depends on a server, account, username, password, licence, activation, product key or email code.
• Open it directly in a modern browser and keep using its features without an Internet connection.
• It does not automatically transmit or synchronise data with external services.

DEMO TO LEARN, PROD TO WORK

DEMO includes localised practice records for exploring the WebApp's real workflow. PROD starts empty for your own information. Records, settings, appearance, visible fields and backups remain separate between both environments.

17 LANGUAGES

Available in Arabic, Bengali, German, English, Spanish, French, Hindi, Indonesian, Italian, Japanese, Punjabi, Portuguese, Russian, Swahili, Klingon, Urdu and Chinese.

DATA AND BACKUPS

Information is stored locally through IndexedDB in the browser. Moving to another computer, browser or profile does not transfer it, and clearing browser data may delete it. Create regular backups and store them safely.

REQUIREMENTS

• Desktop or laptop computer with a modern browser.
• JavaScript and IndexedDB enabled.
• Regular backups to protect locally stored information.

Small Business CRM turns customer relationships, sales pipeline and follow-up for small businesses into a visual, organised and traceable process that remains under your control.