Team CRM: one customer list, everyone on their own phone

The architecture, stated plainly

There is no Deepliy server in the middle. The workspace is a set of files in the manager own Google Drive, and each phone reads and writes to it. That single decision carries most of the properties people care about: we cannot read your customer list, we cannot lose it, and we cannot hold it hostage if you stop subscribing — the archive stays with you.

Every device keeps a complete local copy, which is why a member on a building site with no signal is not blocked. Changes are recorded as an ordered log and pushed when a connection appears.

What the manager controls

The revenue attribution choice looks small and is not. When a customer is handed from one salesperson to another, whose numbers should the next sale land in? Both answers are defensible and it is a company decision, so the app asks the manager rather than deciding for them.

• Who is in the team, and who is removed
• Which customers each member can see — a scoped member sees only their own portfolio
• Who may export which segment of the data
• Whether revenue stays with the original seller or follows the current assignee after a customer is reassigned
• The seat package, and therefore the size of the team

What members experience

A member installs the app, taps join, types the code and starts working. They are not asked to create an account, they are not asked to pay, and they never see a subscription screen. If the manager scopes them, they see their own customers; if not, they see the shared list.

Appointment reminders follow the same rule: a scoped member is only woken by their own portfolio, so nobody gets an alarm at seven in the morning for someone else appointment.

What happens when a subscription ends

The workspace locks. Team data becomes invisible on every device, and syncing stops. Nothing is deleted: the moment the subscription is active again, everything comes back exactly as it was and syncing resumes from where it stopped. Personal mode keeps working the entire time, with all of its own data untouched.

The same honesty applies to disbanding. If the manager disbands the workspace, an archive is written first, and it can be restored from the Backup and Restore screen.

Seat packages

Seats are sold as packages rather than one at a time, and the cap is enforced when the manager sends an invite. Monthly or yearly billing, through Google Play, in your currency; yearly plans carry a three-day free trial from Google.