Getting Started
Updated
Welcome to Micro-CRM
Micro-CRM is a native macOS app for freelancers, consultants, and small businesses who need a clear, lightweight view of their client relationships — without the complexity of an enterprise CRM.
Everything is stored locally on your Mac using SwiftData. No account required, no syncing to external servers.
Application Layout
Micro-CRM opens as a single window with three areas:
| Area | Contains |
|---|---|
| Toolbar (top) | Analytics · Pro · + New Client |
| Sidebar (left) | Waiting On · All Clients (search) · Quick Times |
| Detail pane (right) | Client name, email, company, timezone & local time, status, notes, follow-ups |
A menu bar extra (the ⊙ person icon) gives you instant access to waiting clients, upcoming follow-ups, and client times without opening the main window.
First Steps
- Add your first client — click + New Client in the toolbar (or press
⌘ N) - Fill in their details — name, email, company, timezone, and status
- Add a follow-up — open the client and tap Add Follow-up to schedule your next action
- Check the menu bar — the menu bar icon shows you who’s waiting and what’s due without opening the app
Free vs. Pro
Micro-CRM is free for up to 3 clients. Upgrade to Pro for unlimited clients, the full analytics dashboard, and Apple Intelligence-powered insights.
| Free | Pro | |
|---|---|---|
| Clients | Up to 3 | Unlimited |
| Follow-up tracking | ✓ | ✓ |
| Timezone awareness | ✓ | ✓ |
| Menu bar | ✓ | ✓ |
| Analytics dashboard | — | ✓ |
| AI insights | — | ✓ |
Upgrade via the crown icon in the toolbar or Pro button.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
⌘ N | New client |
Next Steps
- Clients — add and manage clients
- Follow-ups — schedule and track follow-ups
- Waiting On — prioritise who needs attention
- Menu Bar — quick access from anywhere on your Mac
- Analytics & Insights — charts and AI-powered CRM health (Pro)