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Free tool · Download and own
A CRM you download and own.
A lot of jobs aren’t lost on price. They’re lost because nobody called back. This free app keeps every lead, quote and follow-up in one place, opens each morning to the list of people to call, and shows which lead sources actually pay.
- It’s one file. Save it, double-click it, and it opens in your web browser. No account, no subscription, no internet needed.
- Built for a 1 to 5 person service business: track a lead from first call to quote to won or lost, with notes and a call history.
- Your leads stay on your computer. Nothing you type is sent to us or anyone else.
- It works on one computer at a time. It doesn’t sync between devices or let two people work in it at once. To move it, back up and restore.
- Your data isn’t locked in. Import leads from a spreadsheet as a CSV, and export them any time.
Simple CRM
- Today list: overdue follow-ups, quotes with no answer and new leads to call
- Pipeline by stage, with totals for each column
- Win rate, average job, revenue by month and your best lead sources
- Service reminders for repeat customers, like a yearly tune-up
- Import from CSV, export to CSV, follow-ups to your calendar and a printable call list
- Your business name and colors
- 1. Save it somewhere you’ll find it, like Documents or your desktop.
- 2. Double-click it. It opens in your web browser, with or without internet.
- 3. Back it up from Settings once a week. Your records live in that browser on that computer, so a backup file is your safety net.
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