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.
Call list for today
Built from your pipeline, open tasks, lead heat, and this week’s birthdays and customer anniversaries.
SalesCRM never sends for you — paste this list wherever you work from: notes, a printed sheet, or a text to your assistant.
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.
Exports carry your contacts. Personal notes and memory live in the CRM and don't export.
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 your book
Bringing your book over from Salesforce or another CRM? Export it as a CSV and use the file here, or paste the CSV below. A Salesforce export is recognized on sight — first and last name, email, phone and mobile, company/account, title, mailing address, lead source, and lead status are matched automatically. For any other CSV, you get a column-matching step in the preview. Nothing is added or merged until you preview it and confirm: the preview shows how many rows are new, how many duplicate a contact already here, and how many can’t be used. Duplicate rows merge into the existing contact — blank fields get filled, and notes, history, tasks, and plans already here are never overwritten.
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.
New lead