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/
