A CRM built for a small business, not scaled down from an enterprise one
CRM: Customer & Sales Tracker covers what a small business actually tracks: who the customers are, when they are coming, what they bought, what they still owe and how the month compares to the last one. It is free for one person and works offline; only the shared team workspace is paid.
Key facts
- Team size it fits
- One person up to a manager plus fifteen staff
- Setup time
- Minutes — no account, no configuration project
- Cost for one person
- Free, permanently
- Runs offline
- Yes, entirely
- Data owner
- You — on your device, or your own Google Drive
Why enterprise CRMs fail here
The large CRM platforms are built around a sales pipeline with stages, owners, forecasts and dashboards for a manager who does not meet the customer. A five-person business does not have that shape. The owner is also the salesperson, also the person taking the call, and often also the person doing the work.
What that business needs is a shared memory: who this person is, what we did for them, when they are next in and whether they have paid. Everything else is overhead that gets abandoned in the third week.
The four things that get tracked
| Question | Where it is answered |
|---|---|
| Who is this customer and what have we done for them? | The customer profile — every appointment, sale and payment in one place |
| Who is coming in today? | Daily view and the today's appointments widget |
| What did we sell, and did they take delivery? | Sales with line items, statuses and a delivery date |
| Who owes me money? | Pending payments, with overdue amounts colour coded |
Growing into it
Most people start alone, on the free app, with everything on one phone. When staff arrive the same app becomes a shared workspace: the manager creates it, staff join with a code, and each person works from their own phone. Nothing is migrated and nothing is re-typed.
That is also the point at which anything gets paid for. The single-user app stays free whether or not you ever take that step.
What it will not do for you
It does not issue legal invoices, take card payments or run e-mail campaigns. It records money, it does not move it. If the accountant needs the year, you export a multi-sheet Excel file — which is usually what they wanted anyway.
Frequently asked questions
Is this suitable for a business with no computer?
Yes. Everything runs on the phone, including report generation. The reports are then shared through WhatsApp or e-mail like any other file.
How long does setup take?
Minutes. There is no account to create and no configuration to plan. Import your phone contacts, add your usual services to the catalogue, and start recording.
What does it cost for a small business?
Nothing for one person. When several people need to share the same customer list, the manager buys one seat package and the staff pay nothing.
Can my accountant get the numbers out?
Yes. A multi-sheet Excel export with a date range, plus PDF period summaries, both free.
Updated: 2026-07-30Türkçe