Managing Clients
Updated
Adding a Client
Click + New Client in the toolbar (or press ⌘ N). A form opens in the detail pane on the right.
Free plan: up to 3 clients. Pro: unlimited.
Client Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | Client’s full name |
| Yes | Email address | |
| Company | No | Company or organisation name |
| Timezone | No | Client’s timezone — used to display their local time |
| Status | Yes | Current relationship status (see below) |
| Notes | No | Free-form notes about the client |
Status Options
Every client has one of three statuses, each colour-coded for quick scanning:
| Status | Colour | Use it when |
|---|---|---|
| Waiting for Money | 🟠 Orange | You’ve sent an invoice and are awaiting payment |
| Waiting for Feedback | 🔵 Blue | You’ve delivered work and are waiting on a response |
| Other | ⚫ Grey | Active client with no current blocker |
Clients with Waiting for Money or Waiting for Feedback status appear in the Waiting On section at the top of the sidebar and in the menu bar extra. See Waiting On for details.
Timezone Awareness
When you add a client’s timezone, Micro-CRM shows their current local time in the sidebar and the detail view — updated live every second. Below the time you’ll also see the offset from your timezone (e.g. “+5h” or “-8h 30m”).
This makes it easy to know whether it’s a reasonable hour to call or message before you reach out.
Setting the timezone:
- Open the client’s detail view
- Click the Timezone dropdown
- Search or scroll to the client’s timezone (all standard IANA timezones are listed)
- Save the client
The timezone defaults to your Mac’s local timezone when a new client is created.
Searching Clients
The All Clients section in the sidebar has a search field. Start typing to filter clients in real time. Search covers:
- Client name
- Company name
- Email address
All matching is case-insensitive. Clear the search by clicking the × button or deleting the text.
Viewing Client Details
Click any client in the sidebar to open their detail view. From here you can see and edit all client fields, view the client’s local time and timezone offset, and manage follow-ups.
Editing a Client
With a client selected, click Edit (or simply click into any field in the detail view — fields are inline-editable). Changes are saved automatically via SwiftData.
Deleting a Client
Right-click a client in the sidebar and choose Delete, or open the client’s detail view and use the delete action. When a client is deleted, all their follow-ups are deleted too (cascade delete).
After deletion, the selection automatically moves to the next client in the list.