Contact CRM
Lightweight contacts list with an interaction timeline.
Overview
Contact CRM is a deliberately lightweight contact manager built for solo operators, founders, freelancers, and small teams who want a useful sales and relationship log without the weight of a full CRM platform. It captures the people you deal with, the company they work for, how to reach them, and an interaction timeline that records every meaningful touchpoint, from a coffee chat to a contract signing.
Where heavyweight systems demand pipelines, automations, and seat licences, this tool keeps the surface area small. You add a contact, you log interactions, you see the timeline. That simplicity is the point: the friction of opening a thirty-field record is what kills CRM adoption, and a tool that takes five seconds to update actually gets used.
How it works
You create a contact by entering name, company, role, email, and phone, plus any tags that describe the relationship. Each contact gets an interaction log that you can append to with a date, a short note, and an outcome. The timeline is reverse chronological, so the most recent activity sits at the top and the full history is one scroll away.
Search across names, companies, and tags to surface the right person quickly. The contact view doubles as a prep sheet before a call, while the timeline view doubles as the proof that you actually followed up on what you promised three weeks ago.
Examples
- Sales follow-up. After a discovery call, log "60-minute call, asked for pricing tiers, sent proposal Friday" so the next contact picks up exactly where you left off.
- Investor relations. Track every conversation with a potential lead investor over six months and produce a fundraising journal you can share with co-founders.
- Partner network. Tag agency partners and view a list of who you have not spoken to in 90 days, then schedule a round of catch-ups.
- Customer success. Note who you spoke to at each renewal cycle so the next account review is informed by years of context, not last week's email.
FAQ
Does this replace a sales CRM?
For a solo operator or small team it can; for a multi-rep sales team with shared pipelines, use a dedicated platform.
Can I import a CSV from another CRM?
Add contacts manually or by pasting into the form; structured imports are not part of this tool.
How do I link contacts to deals or invoices?
Reference the contact by name in the relevant tool, or paste their record into the notes field of a quote or invoice.
Are the records private?
Yes, contact data is stored locally in your browser and not synced to any server.