Micro-CRM

Simple Client Management

Free · In‑App Purchases

New: a deals pipeline with revenue forecasts, plus one-tap import from Contacts or CSV. See what's closing, what's stalled and what's coming in. MicroCRM is the simple, native CRM for freelancers, consultants and small businesses. Track your clients, your deals and every follow-up in one place, without the complexity or price of enterprise CRMs. SEE YOUR SALES PIPELINE Track every project, proposal and retainer as a deal with a value and an expected close date. Drag deals across Lead, Proposal, Negotiation, Won and Lost, and see the total in each stage at a glance. Deals that stall or slip past their close date are flagged, so nothing quietly dies. KNOW WHAT'S COMING IN Your open pipeline, a forecast weighted by stage, revenue won in the last 30 days and your win rate sit right above the board. Pro adds monthly won revenue, average days to win, and a list of deals that need a nudge. BRING YOUR CLIENTS WITH YOU Import clients from Apple Contacts or a CSV file in seconds. MicroCRM reads exports from Google Contacts, Outlook and LinkedIn, skips people you already have, and sets each client's time zone from their address. NEVER MISS A FOLLOW-UP Set follow-up reminders and get notified when they're due. The Needs Attention list keeps clients who owe you payment or feedback front and center, so nothing falls through the cracks. EVERY CONVERSATION IN ONE TIMELINE Log calls, emails, texts, meetings and notes on each client. Follow-ups, status changes and deal wins are added to the timeline automatically, so you always know where things stand. SMART TIME ZONE AWARENESS Working with clients around the world? MicroCRM shows each client's local time everywhere, so you know the best moment to reach out. No more mental math. CALENDAR AND MAP See follow-ups and activity on a calendar, and view your clients on a map. MENU BAR ACCESS On Mac, check who you're waiting on, upcoming follow-ups, client local times and your open pipeline right from the menu bar. AI INSIGHTS (Pro) Apple Intelligence reviews your clients, follow-ups and deals on your device and suggests what to do next: which deals to push this week, who's going cold, and who to remind about payment. WHAT YOU GET • Client management with contact details, photos, company, address and notes • Deals pipeline with drag-and-drop stages, values and close dates • Revenue forecast and win rate • Import from Apple Contacts or CSV (Google, Outlook, LinkedIn) • Follow-up reminders with notifications • Activity timeline for calls, emails, texts, meetings and notes • Local time for every client • Status tracking: Waiting for Money, Waiting for Feedback, Active • Calendar and map views • Menu bar quick access on Mac • Native on Mac, iPhone and iPad FREE Try MicroCRM with up to 10 clients and 3 open deals, the last 30 days of activity history, and your headline insights. MICROCRM PRO • Unlimited clients and deals • Revenue insights: monthly won revenue, days to win and deals that need a nudge • AI insights powered by Apple Intelligence • Engagement insights: see who's going cold and how you stay in touch • Client growth trends and follow-up performance • Full activity history with search and filters • iCloud sync across your devices Available monthly ($1.99/month) or yearly ($19.99/year). Yearly subscribers save 18% compared to monthly. PRIVACY MicroCRM has no accounts and no servers of its own. Your data is stored with SwiftData on your device; with Pro, iCloud sync keeps it in your own private iCloud account. AI insights run on-device with Apple Intelligence. MicroCRM only reads your contacts when you choose to import them. PERFECT FOR • Freelancers tracking clients, proposals and invoices • Consultants managing retainers and follow-ups • Agencies and small businesses who want a pipeline without the overhead • Anyone who has outgrown a spreadsheet but doesn't need Salesforce Subscriptions auto-renew unless cancelled at least 24 hours before the end of the current period. Manage subscriptions in your Apple ID account settings. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

  • 5.0
    out of 5
    2 Ratings

Use this section when submitting app updates to highlight new features, improvements, and bug fixes. This release: DEALS PIPELINE • Track projects, proposals and retainers as deals with a value and expected close date • Drag deals between Lead, Proposal, Negotiation, Won and Lost • See your open pipeline, weighted forecast, recent wins and win rate at a glance • Stalled and overdue deals are flagged so you know who to nudge • Deals appear on each client, in the Mac sidebar and in the menu bar • Pro: revenue insights with monthly won revenue, days to win and AI suggestions for your pipeline IMPORT CLIENTS • Import from Apple Contacts, including contact photos • Import CSV files from Google Contacts, Outlook, LinkedIn or any spreadsheet • Existing clients are detected and skipped • Time zones are set automatically from each client's address IMPROVEMENTS • iPhone: new Deals tab; Settings moved to the gear on the Dashboard • On the free plan, your data now stays on your device. iCloud sync across your Mac, iPhone and iPad is a Pro feature

The developer, Renford Rattan, 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.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    Renford Rattan
    Size
    8.5 MB
    Category
    Business
    Compatibility
    Requires iOS 26.0 or later.
    • iPhone
      Requires iOS 26.0 or later.
    • iPad
      Requires iPadOS 26.0 or later.
    • Mac
      Requires macOS 26.0 or later.
    • Apple Vision
      Requires visionOS 26.0 or later.
    Age Rating
    4+
    In-App Purchases
    Yes
    • MicroCrm Monthly $1.99
    • MicroCrm Pro Yearly $19.99
    Copyright
    © Kwilio LLC