CRM

Clients

Local CRM board with quick add, edit, and delete.

Admin
Clients

Local CRM board with quick add, edit, and delete.

Local CRM
Additional Information

Name Company Email Phone Actions
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Client snapshot

Quick health of your local CRM list.

Local only
Total clients
0
Add a client to get started.
Recent note
Pulled from latest saved contact.
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Keep records tidy

Use the notes field for renewal dates, goals, or active projects.

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Local-first

Data is stored in your browser. Export or sync later.