Lead Pipeline & Client CRM Pro

Lead Pipeline & Client CRM Pro is a freelance client CRM built for consultants, designers, photographers, copywriters, virtual assistants, and solo service providers. It runs as a single HTML file — no installation, no account, no monthly subscription.

Follow every opportunity from first enquiry to signed client, and keep your meetings and client records in one private dashboard.

Genuinely offline — not just "works offline-ish"

Most HTML dashboards quietly load their fonts, styling, and charts from the internet, so they break the moment you lose connection. This one doesn't. Every font, style, and chart library is embedded inside the file itself, and the app makes zero network requests. Open it on a plane, in a café with no wifi, or on a computer that has never been online — it looks and works exactly the same.

Your records never leave your machine. Nothing is uploaded anywhere, ever.

Dashboard

• Live KPI cards: active leads, total pipeline value, active clients, and lifetime client value
• Interactive bar chart of pipeline value broken down by stage
• Client status donut showing your VIP / Active / Inactive / Past mix
• An upcoming meetings panel, always sorted by what's next

Visual lead pipeline

• A drag-and-drop kanban board across five stages: New Lead → Contacted → Discovery → Proposal Sent → Negotiation
• Each column shows its lead count and running total value, so you always know what's in play
• Colour-coded stage markers and clean lead cards with company and deal value
• Drag a card to move it, or tap to open and edit — the stage saves instantly

Client roster

• A full client table with status badges, active project count, lifetime value, and client-since date
• Client growth chart tracking your roster over the last six months
• Lifetime-value breakdown showing exactly which clients are worth the most
• Rename a client and their linked meetings update automatically — no orphaned records

Meetings

• Log kickoffs, discovery calls, check-ins, reviews, and consultations
• Every meeting links to a client, with date, time, and Scheduled / Completed status
• A notification bell with a live count of everything still on the books

Built to be fast to use

• Quick Add button to create a lead, client, or meeting from anywhere in the app
• Global search across leads, clients, and meetings at once — press ⌘K or Ctrl K
• Edit or delete any record with one click, with confirmation before anything is removed
• Esc to close, click-outside to dismiss, and keyboard focus handled properly throughout

Make it yours

• Polished light and dark mode, remembered between sessions
• Set your own business name — it appears in the sidebar
• Currency picker: USD, EUR, GBP, CAD, and MAD
• A premium navy-and-brass interface with real typography, not a spreadsheet in disguise

Your data, your control

• Records save automatically to your browser as you work
• One-click JSON export to back up everything, and JSON import to restore it or move to a new computer
• If your browser ever blocks storage, the app tells you immediately in plain language instead of silently losing your work
• Reset to the sample data at any time to start fresh

What is included

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This product includes the working CRM modules described on this page: Dashboard, Lead Pipeline, Clients, Meetings, and Settings. The listing, screenshots, and support cover those included modules.

Compatibility

Works in any modern browser: Chrome, Edge, Safari, or Firefox. Responsive on desktop, laptop, tablet, and phone, with a slide-out menu on smaller screens. Desktop gives the best experience for the pipeline board; on touchscreens, tap a lead card to change its stage.

Honest limitations

Because this is an offline application, it does not send emails, process payments, connect to banks, or sync between devices or browsers. Changing the currency updates the symbol only — it does not convert amounts. All figures come from what you enter yourself. This is a business organisation tool, not accounting, tax, or legal advice.

This is a digital download — no physical item will be shipped. Change-of-mind purchases are final once the file has been delivered; faulty or misdescribed files are covered by the refund policy.