Every feature, and the honest list of what is missing

The free CRM stays free

Customers, appointments, sales and reminders keep working without a plan. If Personal Pro ends, nothing is locked and nothing is deleted.

General CRM remains free. Existing records are never locked or deleted when Personal Pro is inactive.

Personal Pro

The free plan admits 50 imported records in total. Personal Pro lifts that ceiling for phone contacts, CSV and Excel alike.

New Drive backups require Personal Pro. Restoring existing Drive backups and local backup/restore remain free.

• Full Personal Web/PWA access at app.crmsalestracker.com
• 14 specialized Business Profiles
• Unlimited phone-contact imports
• Unlimited CSV and Excel imports
• New Personal Pro features released while your subscription is active
• Create manual and automatic backups in your own Google Drive, including attachments.
• Save customer search, filters and sorting for reuse on this device. Up to 10 views.

Team Workspace

Shared customers, roles, encrypted Drive sync, Team business profiles and Team imports.

Personal Pro does not include Team Workspace. Team Workspace does not upgrade your separate Personal workspace. If purchased separately, both may be active.

Personal Pro Lifetime

Lifetime grants lasting access to current and future Personal Pro features that do not carry separate usage costs.

Personal Pro Lifetime excludes Team Workspace, AI, enterprise/S3 storage, and future usage-based services.

The shape of the app

Five screens carry the working day: customers, appointments, sales, payments and analytics. Everything else — the catalogue, the exports, the widgets, the backup — hangs off those five rather than competing with them for attention.

Each feature below has its own page with the detail, the limits and the questions people actually ask about it.

Business Profiles (paid)

General CRM remains free. Personal Pro unlocks 14 specialized Business Profiles; Team profiles belong to the separate Team Workspace purchase. Profiles change presentation only, preserving records, identifiers, dates, payments and backups. Added in version 1.8.0.

• General CRM plus 14 specialised profiles, all from one ordered registry
• Students and lessons, patients and visits, clients and sessions, service visits, business clients and meetings
• The same shared selector on first setup, in Personal settings and for Team managers
• Profile changes do not delete, convert or rewrite business records
• Unknown profiles from a newer client display safely as General while preserving the original identifier
• Personal profile continuity uses the workspace configuration lane; Team business type is controlled by the manager

Business Profiles (paid)

Customer records

Unlimited customers with name, phone, e-mail, address and your own custom fields. Tags, search, archive, and one-tap import from phone contacts.

• Unlimited customer records, no row or entry cap
• Custom fields you define yourself
• Phone, e-mail and address on each customer record
• Import from the phone contact list in one tap
• Tags and instant search
• Archive instead of delete — history stays intact
• Every appointment, sale and payment visible inside the customer profile

Customer records

File attachments

Attach PDFs and photos to a customer — contracts, ID copies, before/after shots, measurement sheets. Files are copied into the app storage and open with the phone default viewer. Added in version 1.5.4.

• PDF and image attachments on the customer detail screen
• Picked through the system file picker — no storage permission is requested
• Stored inside the app private storage on the device
• Open with the phone default viewer, delete with a confirm step

File attachments

Appointments and reminders

Appointments with date, time and a linked customer. A reminder arrives as a notification or as a full-screen alarm with one of 17 sounds, and keeps working on phones with aggressive battery saving.

• Appointments tied to a customer record
• Reminder as a notification or as a full-screen alarm
• 17 alarm sounds
• Daily and weekly views
• Survives aggressive battery optimisation on Chinese OEM ROMs

Appointments and reminders

Sales and order tracking

Sales recorded with product and service line items from your own catalogue, in 70 currencies, with an order status that runs from quote through accepted, delivered and paid.

• Product and service line items with quantity and price
• Your own catalogue of products and services with saved prices
• 70 currencies, each sale in its own currency
• Order status: quote, accepted, partially paid, paid
• Optional delivery date with a shipped badge in the list
• Payment status of every sale visible at a glance

Sales and order tracking

Installments and payment tracking

Split a sale into installments with a due date and an amount each, record partial payments one by one, and see everyone who owes you money on a single pending-payments screen with overdue colour codes.

• Installment plans with a due date and amount per instalment
• Cash, in-person and partial payments recorded individually
• Choose the real payment date for a past sale or a new payment instead of silently using today
• Pending payments screen: who owes what, right now
• Overdue amounts marked with clear colour codes
• Installment due dates can raise a reminder like an appointment

Installments and payment tracking

Analytics dashboard

Revenue, collection and order figures in charts: an order summary per currency, a period-versus-period comparison, a 12-month trend line, best customers and best-selling products.

• Order summary card per currency, with collected and outstanding split out
• Period comparison card: this period, previous period, change percentage
• Custom date range from a calendar, with a chosen comparison range
• Period labels follow the date format selected in Settings
• 12-month revenue and collection trend chart
• Best customers and best-selling products or services
• Income broken down per currency

Analytics dashboard

Excel and PDF reports

Multi-sheet .xlsx and designed PDF reports generated on the device and shared straight to WhatsApp, e-mail or any other app. Three export points: the analytics screen, any filtered list, and a full export with a date range. Added in version 1.3.0.

• Multi-sheet Excel files with typed cells, frozen headers, auto-filter and live SUM rows
• PDF reports with a brand band, KPI cards, styled tables and page numbers
• Export the exact list you are looking at, filters included
• Full export from settings with a date range and segment picker
• Opens correctly in Excel, LibreOffice, Google Sheets and WPS
• Right-to-left layouts mirrored properly in both formats
• Your company name appears in the report cells

Excel and PDF reports

Home screen widgets

Three widget types — today's appointments, quick stats and an overview — so the working day is readable without opening the app.

• Today's appointments widget
• Quick stats widget
• Overview widget
• Tap through straight to the record

Home screen widgets

Backup and restore

Local backup and restore, including attachments and password protection, remain free. Restoring existing Google Drive backups is free. Creating new manual or automatic Drive backups requires Personal Pro. Added in version 1.7.0.

• One-tap backup file, moved to a new phone by hand
• Attachment-carrying backup: contracts and photos travel with the data
• Password-protected backup with AES-256-GCM encryption (no password recovery — the warning says so on screen)
• Upload to a visible "CRM Backups" folder in your own Google Drive, manual or automatic (Personal Pro required for new uploads)
• Wi-Fi-only option, and the reason a scheduled upload was skipped is printed on the card
• Preview before restore: date, record counts per table, attachment count, encryption badge — before anything is written
• Automatic safety snapshot every three days, last three kept
• A safety snapshot is taken automatically before any restore, and before any update
• Restore validates the file first and runs in one transaction
• Restore never breaks an attachment that is already on the device
• Team archives are included in the restore screen

Backup and restore

Excel and CSV customer import

Bring an existing customer list in from Excel or CSV. The app ships its own template with headers already translated into 45 languages, previews exactly what will be added and what will be skipped and why, and remembers the import for a week so you can undo it. Personal Free admits 50 imported records in total across phone contacts, CSV and Excel; Personal Pro removes that import limit. Manually created records remain unlimited. Added in version 1.7.0.

• XLSX and CSV, with the app template offered on the import screen
• Delimiter sniffing, RFC 4180 quoting, UTF-8 BOM and Windows-1254 ANSI files
• Headers and the sample row are recognised in all 45 languages
• Preview names the rows that will be skipped and gives the reason for each
• Phone cells written in scientific notation by Excel are read correctly
• Undo the last import for a week — it survives closing the app
• A pre-import snapshot is taken automatically before every import
• 16 MB file ceiling, and every failure is a classified message rather than a raw error
• 50 imported records in total on Personal Free; unlimited imports with Personal Pro

Excel and CSV customer import

Monthly targets, plan versus actual

Set a monthly revenue, order-count and item-count target per currency, plus a shared new-customer target. The bars colour themselves against how much of the month has passed, so being behind is visible on the 9th rather than on the 30th. Added in version 1.6.3.

• Targets per currency — a euro target and a lira target never get added together
• Revenue, order count and item count, plus a shared new-customer target
• Bars coloured against elapsed time in the month, not against the raw number
• Targets travel in the backup file
• Asked for by a working user, not invented in a planning meeting

Monthly targets, plan versus actual

Reminder messages by WhatsApp or SMS

Appointment and payment reminders arrive as a drafted message in your own language, with the customer name and the amount already filled in. You pick WhatsApp or SMS, you read it, you send it. Nothing is ever sent automatically. Added in version 1.6.0.

• Drafted appointment reminders and payment reminders
• WhatsApp or SMS — the same text, your choice of channel
• Nothing is sent without you pressing send, in any version
• Drafts written in the customer-facing language, not machine-translated at send time
• No bulk campaign sending — this is one message to one customer

Reminder messages by WhatsApp or SMS

Customers who stopped coming

A list of customers with no sale and no appointment for a period you choose. It is the cheapest revenue in a small business and the easiest thing to forget, so the app counts it for you. Added in version 1.5.7.

• Threshold you set yourself, in days
• A card on the home screen and a full list behind it
• One tap from the list to a drafted message

Customers who stopped coming

Works fully offline

Customers, appointments, sales, payments, analytics and reports still run from the local database with no connection. Optional Personal web continuity uses your own Google Drive only when you turn it on.

• Core Personal work remains available with the connection off
• No account or sign-up is required to use the Android app locally
• Optional Personal web continuity syncs supported records through your own Google Drive
• Reports and exports are generated on the device

Works fully offline

Privacy by architecture

Local Personal use keeps data on the phone. If you enable Personal web continuity, supported records sync through your own Google Drive; Team sync uses the manager own Drive. Deepliy operates no customer database.

• Local Personal use: no cloud account required
• Optional Personal web continuity: your own Google Drive is the transport
• Team mode: the manager own Google Drive is the transport
• Deepliy operates no customer database of its own
• Business use, ages 18+

Privacy by architecture

Team workspace (paid)

The manager creates a workspace, staff join with a code, and everyone works on their own phone — offline too. Changes sync through the manager own Google Drive. Team Workspace is separate from Personal Pro. Added in version 1.5.2.

• Manager creates the workspace; staff join with an invite code
• Every device keeps working offline and syncs when it can
• Sync transport is the manager own Google Drive
• Per-member permissions, including who may export which segment
• Members see only their own portfolio when scoped
• Seat packages of 1+5, 1+10 and 1+15; the manager is the only payer
• Manager chooses how revenue is attributed after a customer is reassigned
• Per-member analytics: this month and the last twelve, one line per currency, never summed together
• A workspace-wide rule for who gets a reminder alarm: the person who created the record, the whole team, creator plus manager, or the manager alone
• Deletes, joins and re-downloads were proven across two real devices in 1.7.1
• The manager chooses the workspace Business Profile; members see the same profile but cannot change it

Team workspace (paid)

Large screens and desktop

On windows wider than 600dp the bottom bar becomes a left navigation rail, so the app is usable on tablets, ChromeOS and the Google Play desktop route. A touchscreen is not required. Added in version 1.2.0.

• Navigation rail instead of a bottom bar on wide windows
• Live window resize keeps state
• Touchscreen declared not required — desktop and ChromeOS devices are not filtered out
• Runs on Android 7.0 through Android 16

Large screens and desktop

45 interface languages

The interface, the date formats and the alarm texts are translated into 45 languages, right-to-left layouts included, and every language ships inside the download.

• 45 interface languages
• Right-to-left layouts for Arabic, Persian and Urdu
• All languages included in the install — no extra download
• Dark and light themes

45 interface languages

Persian and supported Hijri calendars

Choose Gregorian, Persian/Jalali or supported Hijri calendars for date display, date entry and Personal reporting without rewriting existing records. Added in version 2.1.0.

• Gregorian, Persian/Jalali, Hijri Civil, Umm al-Qura and TBLA
• Separate display, date-entry and Personal reporting choices
• Numbering system and first day of the week
• Team reporting calendar and business time zone are controlled by the manager

Persian and supported Hijri calendars

Personal Pro Google Drive backups (paid)

Create manual and automatic backups, including attachments, in your own Google Drive. Restoring existing backups and local backup/restore remain free. Added in version 2.2.0.

• Manual and automatic new Drive backups require Personal Pro
• Existing Drive backup restore stays free

Personal Pro Google Drive backups (paid)

Saved customer views (paid)

Personal Pro saves up to 10 customer search, filter and sorting views for reuse on this device. Added in version 2.2.0.

• Up to 10 named views
• Device-local presentation preferences; no CRM record rewriting

Saved customer views (paid)

What the app deliberately does not do

A feature list that never says no is a sales document rather than a description. These are out of scope on purpose, and if one of them is what you need, another tool will serve you better.

• No iOS version — Android only, including tablets and ChromeOS
• No Deepliy-hosted CRM account or customer database; optional Personal and Team continuity uses the customer own Google Drive
• No legally issued invoices, tax documents or e-invoicing
• No built-in payment collection — payments are recorded, not processed
• No bulk e-mail or SMS campaign sending
• No lead scoring, deal pipeline automation or marketing automation
• Clinic is administrative CRM, not medical records; Retail is not inventory or POS; Real Estate is not property management

Who it is built for

• Small businesses
• Freelancers and self-employed
• Hairdressers, barbers and beauty salons
• Tailors, repair shops and workshops
• Real estate agents
• Tutors, coaches and consultants
• Insurance and sales agents
• Small shops and home businesses