SmallCRM
Simple CRM with AI follow-ups
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
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.
Enhances performance and resolves several issues for a smoother, more reliable experience.
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