Dashboard
Everything here lives in a local SQLite file on this machine — data/crm.db.
Recent Sync Activity
Contacts
| Name | Phone | Company ⇅ | Title | Stage | Connected On | Source |
|---|
Companies
| Name | Domain | Industry | City | Country |
|---|
Deals
| Deal Name | Amount | Stage | Pipeline | Close Date |
|---|
Quotes
| Quote # | Title | To | Status | Total |
|---|
Products
This is your product/service directory — used when building quotes so you don't retype the same items every time. New products sync to HubSpot's product library automatically.
| Name | SKU | Price | Source |
|---|
Settings
Users & Teams
Sign-in is invite-only — there's no public sign-up page. Only people you invite here can create an account and access this CRM.
| Role | Status | Invited |
|---|
HubSpot Connection
Create a Private App in HubSpot (Settings → Integrations → Private Apps) with read/write scopes for Contacts, Companies, and Deals, then paste the token below. The token is stored only in your local database file — it never leaves this machine.
Enrichment Providers
API keys used by the "Enrich" button on Contacts to fill in an email/phone for a connection. Stored the same way as the HubSpot token — locally, never sent anywhere but the provider itself.
Quote Branding
Who a quote document says it's from — shown in the header of every PDF/share link and in the "Questions? Contact me" footer. Keep more than one profile (e.g. per brand or subsidiary) and mark one active — new quotes use whichever is active when you create them, and keep that same letterhead even if you switch the active profile later.
Profile
Your Account
Signed in as .