Team CRM

Create a CRM for a small sales team that several people in the office use at the same time, each from their own computer.

SHARED USE

• The app's folder is placed in a shared folder (a Windows shared folder, a network drive or a NAS) and everyone opens the same app from there. The database lives in the app's folder, next to the program.
• If the app's folder is inside a cloud-synced folder such as OneDrive, Dropbox or Google Drive, show a warning: those folders can damage the database.
• Changes made by colleagues appear automatically: refresh every 30 seconds and when the window gets focus.
• If someone else saved the same record while I was editing it, don't overwrite their changes: tell me who changed it and let me reload it.
• If a save fails because the network or the shared folder can't be reached, say so clearly and keep what I typed.
• No login or passwords: each person is identified by their Windows user name, with a display name that everyone sees.

FEATURES

• Companies and contacts (name, company, job title, email, phone, address, tags, notes).
• Clicking a contact's email address opens a new message to them in my email program.
• Deals with value, expected close date, owner and stage, shown as a pipeline board (Lead, Qualified, Proposal, Negotiation, Won, Lost) where deals can be dragged between stages.
• Activities on contacts and deals: calls, meetings, emails and tasks, with due date and owner.
• A "My day" view with my tasks due today and overdue, and my open deals.
• History on every contact and deal: who created, changed or moved it, and when.
• Search across companies, contacts and deals, with filters by owner, stage and tag.
• Import contacts from Excel or CSV and export any list to Excel.
• A dashboard with pipeline value by stage, deals won this month and activity per person.

Keep the interface clean, professional and fast.