👥📱 Client CRM Lite App — Interactive Personal Business Planner

Client management becomes much easier when contacts, opportunities and next steps aren't scattered across different files.

Your interactive dashboard brings together your clients, open leads, deals, recorded won value, pipeline activity and upcoming follow-ups, giving you one clear place to understand what is happening in your client workflow. 

Use it to keep relationship details organised, capture new opportunities and make sure important follow-ups don't disappear into your inbox or notes.

The Client CRM Lite App includes:

Dashboard — see clients, open leads, deals, recorded won value, pipeline activity and upcoming follow-ups at a glance

Client Management — organise names, companies, email addresses, phone numbers, relationship status, account values, last-contact dates and notes

Lead Tracker — capture prospects with their company, source, status, potential value and date added

Deals Pipeline — move opportunities through New Leads, Qualified, Proposal, Negotiation and Won stages

Tasks & Follow-Ups — organise calls, emails, meetings, admin and other next steps with due dates and priorities

Client Notes — keep useful conversation notes, context and relationship history associated with clients or companies

Reports — see pipeline value, won value, open tasks and recorded client value from one reporting area

Pipeline Visuals — view opportunity value and activity across different deal stages

Client Search — quickly search your recorded client information

Data & Backup — download and import a backup of your CRM data for additional control over your records

Responsive App Layout — use the CRM across compatible desktop and mobile browsers.

Use the app to answer the practical questions that can otherwise end up spread across spreadsheets, inboxes and notes:

Who am I currently working with?
Keep your client contact details, company, relationship status, value, last contact and notes together.

Which leads should I be following up?
Capture new prospects and record their source, current status and potential value.

Where does each opportunity stand?
Move deals through your pipeline from new lead through qualification, proposal and negotiation to won.

What do I need to do next?
Create follow-up tasks for calls, emails, meetings and admin, then organise them by due date and priority.

What happened in my last conversation?
Keep dated client notes and relationship context available when you need them.

What does my pipeline look like overall?
Use the reports and dashboard to see recorded pipeline value, won value, open tasks and client activity.

1. DOWNLOAD

Get instant access to your Client CRM Lite App after purchase.

2. OPEN

Open the interactive app in your compatible browser.

3. ADD YOUR CLIENT DETAILS

Start adding clients, leads, deals, follow-up tasks and relationship notes.

4. KEEP IT UPDATED

Return whenever something changes to add new prospects, move deals through your pipeline, complete follow-ups or record client notes.

No complicated CRM setup. Just open the app and start organising your client relationships.

STATIC SPREADSHEET OR NOTES

❌ Client information spread across rows, tabs and files
❌ Follow-ups can easily get buried or forgotten
❌ Harder to see where opportunities stand
❌ Client notes and sales activity become disconnected
❌ Spreadsheets become increasingly difficult to manage

CLIENT CRM LITE APP

✅ Interactive client dashboard
✅ Client & contact management
✅ Lead tracking
✅ Visual deal pipeline
✅ Tasks & follow-up management
✅ Relationship notes
✅ Pipeline & client reports
✅ Everything organised inside one app

The Client CRM Lite App — Interactive Personal Business Planner is supplied for personal/end use under the included Personal-Use Licence.

You may use the app to organise and manage your own business, freelance or professional client relationships and records.

The Personal App version does not include commercial resale rights and may not be resold, redistributed, sublicensed, white-labelled or offered to others as your own product.

Digital sellers who require commercial resale rights should purchase the corresponding product from Apps to Sell.

The product is delivered as a ready-to-use interactive HTML app for personal use.

There is no traditional software installation required, and the app is designed with responsive layouts for use across compatible desktop and mobile browsers. 

Your download is supplied ready to open and use, so you can start adding your client and sales information straight away.

Your information is stored locally in your browser on your device. The app describes this as a private local workspace and includes download and import backup tools for managing your saved data. 

Because this CRM may contain client contact information, keep the downloaded app and any exported backup files on a device and storage location you consider appropriate for your business records.

Open it. Use it. Update it. Your interactive Client CRM Lite workspace is ready when you are.