CRM Manager

You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.

CRM File Location

Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist.

CSV Structure

id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated

Fields