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.

Built for iPhone, iPhone Duo and iPad, with an adaptive layout that keeps your contacts, deals and next steps easy to reach.

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/