Menu Bar

Updated

What Is the Menu Bar Extra?

Micro-CRM lives permanently in your macOS menu bar as a small icon (⊙). Click it any time to get a live snapshot of your most important client information — without switching away from whatever you’re working on.

Opening the Menu Bar

Click the Micro-CRM icon in the menu bar at the top right of your screen. A compact panel (320pt wide) drops down showing three sections.

What’s in the Panel

  • The “Micro-CRM” title and icon
  • An ↗︎ Open button to bring the main window to the front
  • A badge showing how many clients are currently waiting on something

Waiting On

Shows up to 10 clients who have a status of Waiting for Money or Waiting for Feedback.

Each row shows:

  • A coloured status dot (orange for money, blue for feedback)
  • Client name and status label
  • Company name (if set)
  • Client’s current local time (timezone-aware)

If no clients are waiting, this section is hidden.

Upcoming Follow-ups

Shows up to 5 follow-ups due within the next 3 days, across all clients.

Each row shows:

  • A status icon — red if the follow-up is overdue, normal if upcoming
  • Follow-up subject
  • Client name
  • Relative time (e.g. “in 2 hours”, “3 days ago”)

If no follow-ups are due in the next 3 days, this section is hidden.

Quick Times

Shows the current local time for your first 5 clients — useful for knowing at a glance whether it’s a good time to call.

Each row shows:

  • Client name and company
  • Their local time in a monospaced font
  • Timezone offset from your local time (e.g. “+5h”, “-8h 30m”)

Times update every 60 seconds automatically.

  • The current time on your Mac
  • A Quit button to close Micro-CRM entirely

All Caught Up State

If there are no waiting clients and no follow-ups due in the next 3 days, the panel shows a large ✅ and the message “All Caught Up!” — a reassuring sign that nothing is falling through the cracks.

Tips

  • Keep Micro-CRM running in the background — the menu bar icon is only visible when the app is running. You don’t need the main window open.
  • Use it as your morning check-in — a 5-second glance at the menu bar tells you who’s waiting and what follow-ups are due today
  • The badge count is your signal — if the number next to the icon is greater than zero, open it to see who needs attention