Business Tools

Simple Client CRM

Track clients and leads with contact details, status (Lead, Active, Past), and notes — saved in your browser, exportable as CSV.

How to use this tool

  1. 1Add a client with their contact info and status.
  2. 2Update status as they move from Lead to Active to Past.
  3. 3Download CSV to back up or import your list elsewhere.

Frequently asked questions

Where is my client data stored?+

In your browser's local storage, on your device only — never uploaded anywhere. It persists across visits on the same browser, but not across devices.

Is this a replacement for a real CRM?+

For a handful of clients as a solo freelancer, it can be enough — but it has no reminders, pipelines, or multi-user access, so growing teams will outgrow it.