CRM & Sales Pipeline Designer - Local Contacts & Deals

View

Sales at a glance

Actionable overview of your opportunities and follow-ups.

Weighted sales forecast

Open opportunities × stage probability. Estimates, not guaranteed revenue.

Upcoming actions

Opportunities requiring attention

Pipeline board

Drag a card to a stage or use its accessible move control.

Pipeline

Status

0 selected

Contacts

A searchable, editable local contact directory.

Contact	Company	Related deals	Tags	Actions

Activities & tasks

Keep notes and track outreach with optional due dates.

Show

Reports & forecast

Transparent, stage-weighted projections from your saved deals.

PipelineClose fromClose through

Forecast by expected close month

Open deals only

Weighted forecast uses each deal’s stage probability (or its optional override). Dates filter only the monthly forecast; overall stage totals remain unfiltered.

Month	Open deals	Pipeline value	Weighted forecast

Stage breakdown

Selected pipeline(s)

Stage	Status	Deal count	Total value

Open pipeline by owner

Current pipeline filter

Owner	Open deals	Open value	Weighted value

Pipeline health

Review open deals

Flags missing close dates, missing pending linked tasks, overdue close dates and records unchanged for over 30 days. These are data-quality prompts, not sales predictions.

Deal	Owner	Attention needed

Workspace settings

Customize your sales process without losing existing deals.

General

Workspace nameCurrency

Currency change only changes the symbol, not stored deal amounts; it does not convert values. Export a backup first if changing units.

Pipelines & stages

Up to 12 pipelines

Edit pipeline

A stage or pipeline containing deals cannot be deleted. Won/Lost stages are required for accurate reporting.

Data & privacy

This CRM works in this browser only. No cross-device syncing, shared team access, reminders, or automatic backups. Browsers can clear local data at any time.

Using CRM & Sales Pipeline Designer

Create contacts and pipeline stages, add deals and schedule follow-up activities. Use mapped CSV import or bulk updates when appropriate, review owner reports and export a JSON backup before relying on browser storage.

Forecasts are arithmetic from entered deal values and probabilities, not revenue predictions. The workspace has one currency label; changing it does not convert amounts. Plaintext CSV/JSON can contain personal information. There is no email integration, cloud sync or server account, and IndexedDB persistence can fail or conflict across tabs.

Choose a CRM workspace backup, data exchange or report

Workspace JSON: preserve supported contacts, deals, stages and activities.

CSV: exchange supported records with reviewed field mapping and duplicate handling.

Owner/forecast views: inspect calculations over the values and probabilities you entered.

Browser workspace: continue locally where IndexedDB remains available; keep portable backups independently.

Practice: a fictional follow-up pipeline

Create a fictional contact and deal, then assign a stage and follow-up activity.

Review the entered deal value and probability before reading the weighted forecast.

Save a JSON backup and inspect any CSV for personal information before sharing.

This is an authored workflow exercise, not a real sales forecast or verified customer interaction.

Local CRM questions

Does changing currency convert deal values using exchange rates?

No. The workspace currency is a label, not a conversion service. Forecasts are arithmetic over entered amounts and probabilities rather than predictions of actual revenue.

Are exported contacts encrypted or automatically synchronized?

No. CSV/JSON are plaintext and may include personal information. No server account, email integration or cloud synchronization is supplied; browser persistence can fail or conflict across tabs.