SmallCRM

SmallCRM gives you one clear place to manage contacts, sales opportunities, follow-ups and work—without the weight of an enterprise CRM, and without an account. Stay on top of every relationship: • See overdue tasks, upcoming follow-ups and pipeline health • Filter contacts by status or due follow-up, then manage the next step • Log calls, emails and meetings, then complete or reschedule the follow-up • Search deals and contacts, including phone numbers typed without formatting • Move deals through a pipeline you can rename, reorder and colour • Open a deal workspace for its contact, next steps and activity history • Add one-off or recurring tasks, with due dates and reminders • Review pipeline value, win rate and outcomes by time period • Import and export contacts with CSV Your data stays yours: • Everything is stored in a database on your device • There is no account, no sign-in and no SmallCRM server • Lock the app behind Face ID, Touch ID or your device passcode • Your records stay hidden in the app switcher while SmallCRM is locked • iCloud keeps your iPhone and iPad in step through your own private database • Turn iCloud sync off and everything already saved stays on the device • Resolve editing conflicts when the same record changes on another device AI that never leaves your device: • Generate a daily brief grounded in your CRM • Draft follow-ups based on contact history • Coach a specific deal with its risks and next-step suggestions • Turn reviewed suggestions into editable, linked next steps • Suggestions are produced by Apple's on-device model, so nothing is uploaded • AI stays off until you turn it on, and nothing is saved until you tap Save SmallCRM is built for small businesses that want a focused CRM with practical assistance and complete control over their data. On-device suggestions require a device that supports Apple Intelligence. Every other feature works on any supported iPhone or iPad. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/