Lead & Deal Tracker (Simple CRM, Private on Your Device)

About the Lead & Deal Tracker (Simple CRM, Private on Your Device)

A small CRM that lives in your browser: people (leads and customers, each with a source and a lead status), companies, deals on a drag-and-drop pipeline with your own stages and chances of winning, an activity log of calls, messages, e-mails, meetings and notes, and follow-ups sorted into overdue, today and the next 7 days. From a person’s page one tap opens a call, a WhatsApp chat, an SMS or an e-mail with a saved template filled in — your own app opens and you press Send; nothing is sent from this page.

Bring contacts in from a CSV or Excel sheet, or a .vcf file saved from your phone or Google Contacts; a person with the same e-mail address or phone number as someone already here is caught as a duplicate. The pipeline report shows open, won and lost deals, the weighted pipeline, win rates by source and why deals were lost, and the deals download in the column names the Sales Pipeline Analyzer reads for a forecast by month.

Everything stays in this browser on this device — set a passcode to keep it encrypted, and keep an encrypted backup, because clearing the browser’s data deletes it. Without a pass the tracker is a free preview: up to 15 people and 10 deals that you add, and the report’s counts with the first rows of each table; a Premium pass unlocks the rest, the report’s PDF and CSV, printing it, and the calendar file of follow-ups. Your own CSV and JSON files and backups always download.

Common uses

• A freelancer or a shop owner keeping track of enquiries from WhatsApp, the website and walk-ins.
• A small sales team that wants a shared way of working — stages, sources, templates — without a monthly CRM bill.
• Anyone who would rather keep customer details on their own device than in someone else’s cloud.
• Preparing a monthly pipeline review, and sending the deals on to the Sales Pipeline Analyzer for a forecast.

Where your data is kept

In this browser on this device only (its IndexedDB storage): nothing is uploaded, so nobody else — not this site either — can read it, and clearing the browser’s site data deletes it. Set a passcode to keep the register encrypted (AES-256, the key made from your passcode) and have it lock itself after a while; download an encrypted backup regularly and keep it, and its passphrase, somewhere safe. A backup opens in another browser or on another computer, which is also how you move the register.

Calls, messages and e-mail

The page makes links and your device does the rest: a tel: link for a call, a WhatsApp click-to-chat link (the number in international form, the message filled in), an SMS link, and a mailto: link with the subject and the message. The phone number is checked, and a number typed without a country code gets the country set under Settings. Nothing is sent automatically, so log what you sent with one tap.

Imports and duplicates

• CSV or Excel: a header row with Name and any of Company, Job title, Phone, E-mail, Source, Lead status, Owner, Tags, City, Notes and Added (the template under Data & backup lists them; common other names such as “Mobile” or “Full name” are recognised).
• Contacts (.vcf): vCard files from phones, Google Contacts and Outlook, versions 2.1 to 4.0; the first phone number and e-mail address are used, further ones go into the notes.
• Duplicates: the same e-mail address in any letter case, or the same phone number with or without its country code or a leading 0. A duplicate is left out, or fills in only the details the existing person does not have yet.
• Deals and companies import as CSV under Data & backup; a deal’s stage is matched by name.

How the report works it out

• Weighted pipeline = Σ amount × chance of winning, of the open deals — each deal’s own chance if you set one, else its stage’s.
• Win rate = won ÷ (won + lost) of the deals closed in the period; by source, a deal counts under its own source or its person’s.
• Days to win = from the day a deal was added to the day it was won.
• Amounts in different currencies are added up per currency, never converted.
• Follow-ups export as iCalendar events with stable ids, so opening a newer file updates the same events.

Limitations

• The register is in one browser on one device: there is no live sync between devices or people — move it with a backup.
• Messages, calls and e-mails are never sent automatically, and replies are not read back: you log what happened.
• Clearing this browser’s site data, or a private window, deletes the register: keep an encrypted backup.
• Without a pass the free preview keeps up to 15 people and 10 deals that you add; what is already in the register always opens, changes and backs up.
• Drag and drop needs a mouse; on touch screens the arrows on each card move it, and Won and Lost are on the deal’s page.

Privacy

On this device; its files download once

Your contacts, deals, notes and settings stay in this browser on this device, encrypted when you set a passcode. Nothing is uploaded; calls, messages and e-mails open your own apps.