✦ Download Muse — it links all your tools together
FREE— every tool, no card needed.
SCSalesCRM

Smart CRM for salespeople — any industry

Today’s follow-up, in order.

Start with new leads, clear what is due, check the hot ones before they cool off, and catch the dates that matter this week.

0New leadsNot contacted yet
0Hot leadsRated four or five stars
0Tasks due todayIncluding overdue work
0Gone quietPast their stage limit

Call list for today

Built from your pipeline, open tasks, lead heat, and this week’s birthdays and customer anniversaries.

Pipeline

Every lead, one board.

Move people forward as the conversation changes. Deal values are your own numbers, only if you choose to add them.

Total pipeline value$0

Leads

Find anyone fast.

Search the book, filter it down, import a list, or export everything you own.

SalesOS Sync — your devices, linked

Link your devices — SalesCRM with Memory on your phone and computer shares one book. Enter your link code once here and new contacts arrive on their own.

Your personal link

One link sets up this app on your other phone or computer — no codes to type.

Sync is additive: it brings in new contacts and skips anyone already here (same email or phone) — it never overwrites or deletes your contacts.

Add bulk — paste a list

Paste one lead per line — copy from a spreadsheet, an email, or a notes app. Any of these shapes work: Name, email, phone · Name, phone · Name <email> · a bare email · a bare phone. Anyone already in your book (same email or same phone) is skipped, never overwritten.

Import leads from CSV

Use a file or paste CSV below. The first row should name the columns. At minimum, include name plus phone or email. Recognized columns include name, phone, email, source, stage, rating, tags, product, deal value, renewal date, birthday, customer anniversary, address, and notes.

Backup & restore

Download a backup file of everything in SalesCRM on this device, or restore from a backup file you downloaded earlier. Restoring replaces the leads on this device with the ones in the file — a file that is not a valid SalesCRM backup changes nothing.

Smart Campaigns

A plan for every kind of lead.

Enroll someone and SalesCRM creates the touch tasks with dates and copy-and-send scripts. It never sends messages for you.

Active enrollments

Pick up the next touch, copy the words, send it yourself, then mark it complete.

Gone Quiet

The rescue list.

Limits are simple: New 2 days, Contacted 7, Working 14, Quoted 7, Negotiating 5. Other stages use plain check-in limits shown on each card.

The Game

Score the day.

Tap a play when you do it. 100 points is a full day.

0TodayFull day at 100
0This weekSunday to Saturday
0This yearStreak: 0 days

Year goals

Set your own. Progress counts this calendar year.

Today’s plays

Logged today, newest first.

New leads you capture count 5 points each — log them here as you add them.

New lead

Add a lead