SmallCRM
Simple CRM with AI follow-ups
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Keep contacts, deals, tasks and follow-ups moving—stored on your device, locked behind Face ID, synced through your own iCloud, with optional on-device AI.
SmallCRM gives you one clear place to manage contacts, sales opportunities, follow-ups and work—without the weight of an enterprise CRM, and without an account.
Stay on top of every relationship:
• See overdue tasks, upcoming follow-ups and pipeline health
• Filter contacts by status or due follow-up, then manage the next step
• Log calls, emails and meetings, then complete or reschedule the follow-up
• Search deals and contacts, including phone numbers typed without formatting
• Move deals through a pipeline you can rename, reorder and colour
• Open a deal workspace for its contact, next steps and activity history
• Add one-off or recurring tasks, with due dates and reminders
• Review pipeline value, win rate and outcomes by time period
• Import and export contacts with CSV
Your data stays yours:
• Everything is stored in a database on your device
• There is no account, no sign-in and no SmallCRM server
• Lock the app behind Face ID, Touch ID or your device passcode
• Your records stay hidden in the app switcher while SmallCRM is locked
• iCloud keeps your iPhone and iPad in step through your own private database
• Turn iCloud sync off and everything already saved stays on the device
• Resolve editing conflicts when the same record changes on another device
AI that never leaves your device:
• Generate a daily brief grounded in your CRM
• Draft follow-ups based on contact history
• Coach a specific deal with its risks and next-step suggestions
• Turn reviewed suggestions into editable, linked next steps
• Suggestions are produced by Apple's on-device model, so nothing is uploaded
• AI stays off until you turn it on, and nothing is saved until you tap Save
SmallCRM is built for small businesses that want a focused CRM with practical assistance and complete control over their data.
On-device suggestions require a device that supports Apple Intelligence. Every other feature works on any supported iPhone or iPad.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Yi Fang, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Yi Fang
- Size
- 5.8 MB
- Category
- Business
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - iPad
Requires iPadOS 18.0 or later. - Mac
Requires macOS 15.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 2.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- SmallCRM Pro Yearly $19.99
- SmallCRM Pro Monthly $2.99
- Copyright
- © SmallCRM