CRM & Sales Pipeline OS — Offline CRM & Sales Management App
CRM & Sales Pipeline OS — Offline CRM & Sales Management App
Build a Better Sales Pipeline
PRACOVA CRM & Sales Pipeline OS is a complete offline CRM and sales management application designed for freelancers, consultants, agencies, sales professionals, and small businesses.
Manage leads, contacts, companies, deals, activities, follow-ups, tasks, quotes, sales forecasts, and CRM reports from one organized workspace.
No server. No account. No subscription. No internet connection required.
🎯 Manage Your Leads
Capture and organize your potential customers throughout the sales process.
- Lead management
- Lead status tracking
- Lead sources
- Lead ratings
- Estimated opportunity value
- Expected close dates
- Follow-up dates
- Lead notes
- Lead conversion
Convert qualified leads into customers and sales opportunities while preserving their history.
🏢 Companies & Contacts
Keep customer and prospect information organized in one place.
Companies
- Company information
- Industry
- Website and contact details
- Company size
- Related contacts
- Related deals
- Revenue history
Contacts
- Name and job title
- Email and phone
- Company relationship
- Address information
- Related deals
- Activities
- Tasks
- Notes
💼 Manage Your Deals
Track every sales opportunity from the first conversation to the final outcome.
- Deal name and value
- Company and primary contact
- Sales stage
- Probability
- Expected close date
- Deal owner
- Source
- Deal description
📊 Visual Sales Pipeline
See your opportunities in a clear Kanban-style sales pipeline.
- New
- Qualified
- Proposal
- Negotiation
- Verbal Commitment
- Won
- Lost
Move deals through the pipeline and keep your sales process organized.
📈 Sales Forecasting
Understand the potential value of your current sales pipeline.
- Total Pipeline Value
- Weighted Pipeline
- Expected Revenue
- Won Revenue
- Open Deals
- Average Deal Value
- Average Sales Cycle
Weighted Pipeline is calculated using the deal value multiplied by its probability.
Only Won Deals are counted as Won Revenue.
📅 Activities & Follow-Ups
Never lose track of important sales activities.
- Calls
- Emails
- Meetings
- Demos
- Follow-ups
- Proposals
- Other activities
The Follow-up screen organizes activities into:
- Overdue
- Today
- Tomorrow
- This Week
- Upcoming
✅ Task Management
Keep sales-related tasks organized and visible.
- Open tasks
- In-progress tasks
- Completed tasks
- Cancelled tasks
- Due dates
- Priority levels
- Related leads and deals
🧾 Create Professional Quotes
Create and manage quotations for your prospects and customers.
- Quote numbers
- Customers and companies
- Related deals
- Issue dates
- Expiration dates
- Line items
- Discounts
- Taxes
- Grand totals
Quote statuses include Draft, Sent, Accepted, Rejected, and Expired.
Quotes can be printed using a clean professional layout.
📋 CRM Reports
Turn your stored CRM data into useful business reports.
- Sales Pipeline Report
- Lead Conversion Report
- Deal Performance Report
- Revenue Forecast Report
- Sales Activity Report
- Follow-up Report
- Customer Report
- Company Report
Reports support filtering, searching, printing, and CSV export.
🔎 Powerful Search
Quickly find information across your CRM.
Search across:
- Leads
- Contacts
- Companies
- Deals
- Tasks
- Quotes
🔔 Local CRM Notifications
Stay aware of important sales activities with locally calculated notifications for:
- Overdue follow-ups
- Follow-ups due today
- Overdue tasks
- Deals closing soon
- Quotes expiring soon
🔐 100% Offline & Private
Your CRM data stays locally in the browser you use.
- ❌ No cloud account
- ❌ No server
- ❌ No login
- ❌ No subscription
- ❌ No external API
- ❌ No automatic data transmission
The application works without an internet connection.
Important: Create a backup before moving to another computer or switching browsers.
✨ Key Features
- ✅ Lead Management
- ✅ Contact Management
- ✅ Company Management
- ✅ Deal Management
- ✅ Visual Sales Pipeline
- ✅ Sales Forecasting
- ✅ Activity Tracking
- ✅ Follow-up Management
- ✅ Task Management
- ✅ Quote Management
- ✅ CRM Reports
- ✅ Global Search
- ✅ CSV Export
- ✅ JSON Backup & Restore
- ✅ Demo Data
- ✅ Light / Dark / System Themes
- ✅ Print-Friendly Quotes & Reports
- ✅ 100% Offline
- ✅ No Subscription
📦 What's Included
- PRACOVA CRM & Sales Pipeline OS v1.0.0
- Offline CRM web application
- Demo CRM workspace
- Quick Start Guide PDF
- User Guide PDF
- README
- License
- Changelog
- Product documentation
- Backup & Restore functionality
🚀 How It Works
- Download the ZIP package.
- Extract the ZIP file.
- Open app/index.html in Chrome, Edge, or Firefox.
- Start exploring the included demo workspace.
- Create your own CRM records when you're ready.
No installation or server setup is required.
💻 System Requirements
- Windows, macOS, or Linux
- Modern Chrome, Edge, or Firefox browser
- No internet connection required
- No server required
- No additional software required
⚠️ Important Limitations
- Single-user application
- Offline only
- No cloud synchronization
- No multi-user accounts
- No email integration
- No telephony integration
- No cloud calendar integration
- Data is stored in the browser profile
- Moving to another browser or computer requires backup and restore
- Won Deal value represents CRM sales revenue and is not a payment or accounting ledger
🚀 Organize Your Sales. Close More Opportunities.
Manage your leads, relationships, opportunities, follow-ups, quotes, and sales pipeline with PRACOVA CRM & Sales Pipeline OS.
Your CRM. Your data. Your browser. No subscription.
