← Back to easyCRM
🎯 Perfect For
- Freelancers & Consultants
- Small Business Owners
- Startup Teams
- Sales Professionals
- Anyone who values data privacy
✨ Key Features
🔒 100% Private
No cloud, no subscriptions, no data mining. All data stored locally on YOUR computer. You own your data completely.
💼 Professional Features
- Contact Management
- Task Tracking
- Interaction History
- Smart Follow-ups
- Bulk Operations
- Import/Export
🎨 Modern Interface
Clean, intuitive design with grid and table views, click-to-email and click-to-call, mobile-responsive layout.
🚀 Quick Start
Prerequisites
- Node.js (version 14 or higher)
- 5 minutes of your time
Installation
# 1. Download and extract easyCRM
unzip easyCRM.zip
cd easyCRM
# 2. Install dependencies
npm install
# 3. Start the application
npm start
# 4. Open your browser
Navigate to: http://localhost:3000
That's it! Your CRM is running locally on your computer.
📖 User Guide
Adding Contacts
- Click "➕ Add Contact" button
- Fill in contact details (only Name is required)
- Add tags for easy organization (e.g., "client", "prospect", "supplier")
- Click "Add Contact"
Managing Tasks
- Quick Add: Click ✅ on any contact card
- Full Add: Click the Tasks stat box, then "Add Task"
- Tasks automatically show as Overdue, Today, Upcoming, or Completed
Follow-up System
- Contacts not contacted in 30+ days automatically show with 🔔
- Orange names indicate follow-up needed
- Click 🔔 to mark for immediate follow-up
- Click 🔕 to remove follow-up flag
💾 Data Management
Import Contacts
- Prepare CSV file with columns: Name, Email, Phone, Company, Notes, Tags
- Click "📥 Import"
- Select your CSV file
- Contacts are added instantly
Export Data
- CSV Export: Click "📤 Export CSV" for spreadsheet-compatible format
- Full Backup: Click "💾 Backup" for complete JSON backup
Data Location
Your data is stored in easyCRM/crm.db (SQLite database)
🛠️ Configuration
Change Port
Edit server.js line 11:
const PORT = 3000; // Change to your preferred port
Database Location
Edit server.js line 24:
const db = new sqlite3.Database('crm.db'); // Change path if needed
🔧 Troubleshooting
| Issue |
Solution |
| Port 3000 in use |
Change port in server.js or stop other application |
| Cannot find module |
Run npm install again |
| Database locked |
Ensure only one instance is running |
| Import fails |
Check CSV format matches template |
🔐 Security Notes
- ✅ No internet connection required (except for npm installation)
- ✅ No user tracking or analytics
- ✅ No external API calls
- ✅ All data encrypted by your OS file system
- ✅ Optional: Add .htpasswd for basic authentication
💡 Philosophy
easyCRM was built on the belief that small businesses deserve powerful tools without sacrificing privacy or simplicity. No complex features you'll never use. No monthly fees. No data mining. Just a simple, effective CRM that works.
📞 Support
Remember: Your data is YOURS. No cloud, no tracking, no nonsense.
If easyCRM helps your business, consider starring the repo or sharing with others who value privacy.