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

  1. Add your first client — click + New Client in the toolbar (or press ⌘ N)
  2. Fill in their details — name, email, company, timezone, and status
  3. Add a follow-up — open the client and tap Add Follow-up to schedule your next action
  4. 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