Local customer list and CRM
Quick help
Keep customer contacts, status and notes on this page. Status: lead, active or inactive. Use one unique ID per contact. Save on this computer, export CSV or export/import a draft. Browser storage can be cleared and file pages may have separate storage. No email sending, cloud sync or attachments.
- Enter your details and replace fictional examples.
- Prepare and review the result.
- Download, print or export a draft to keep your work.
What it does not do: No sending, hosting, publishing, legal review or automatic reminders.
Keep customer contacts, status and notes on this page. Status: lead, active or inactive. Use one unique ID per contact. Save on this computer, export CSV or export/import a draft. Browser storage can be cleared and file pages may have separate storage. No email sending, cloud sync or attachments.
Nothing is fetched or sent. Previews show up to 100 CSV rows; downloads include all rows, up to 10,000. CSV downloads prefix possible spreadsheet formulas with an apostrophe. Drafts preserve original text. Keep exported personal records private.
Import is kept in this page's memory. The original profile file is unchanged.
Preview / results
Enter your details on the left to prepare your result.