Small Business CRM

A desktop CRM that keeps customers, deals and follow-ups in one place

Screens show sample data.

What it does

Companies, contacts, sales opportunities, activities and tasks live in one program, and a dashboard shows where the business stands the moment you open it: the pipeline, forecasts for the next 30, 60 and 90 days, tasks that are due and recent activity. An optional AI assistant can assess an opportunity and draft a follow-up email that you check and edit before it goes anywhere.

Several branches of one parent company, duplicate checks and one-click email
Pipeline stages set the win probability, with competitors and a next action on every opportunity
Tasks with priority, checklist steps and colour coding for overdue work, plus pop-up reminders
Your data stays on your own computer, and every list can be exported

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