Small Business CRM & Client Tracker | Lead Management + Customer Follow Up | Communication Log | No Subscription | FieldKit

Most CRMs want your credit card. FieldKit CRM wants nothing but a one-time download. Run it in any browser, offline, with no account and no subscription — ever.

Try it before you buy it → https://tallybox.app/fieldkit/fieldkit-crm-trial.html

WHO IT'S PERFECT FOR

The independent contractor managing 10–50 clients across multiple job sites who needs more than a spreadsheet but can't justify $50/month for software
The property manager or builder with multiple sites per client, hazard flags to track, and recurring services to schedule
The freelancer or consultant who needs a real lead pipeline — from first contact to signed contract — without cloud accounts or subscriptions
The service business owner (lawn care, cleaning, HVAC, pest control, handyman) who needs client notes, reminders, and invoice history in one place
Any small business running on spreadsheets who's ready to upgrade to something that actually works like software


WHAT'S INCLUDED

FieldKit CRM — READY file (clean, zero-data web app — open and start adding your real clients)
FieldKit CRM — DEMO file (pre-loaded with sample data — explore every feature before going live)
FieldKit CRM User Guide (Word doc — full walkthrough, FAQ, troubleshooting)
BONUS: Small Business Starter Checklist (free, included with every purchase)


KEY FEATURES AT A GLANCE

6-stage lead pipeline: New → Contacted → Quote Sent → Quote Accepted → Active Client → Lost
Client notes and timeline: log calls, visits, quotes, invoices, expenses, and mileage entries
Multiple sites per client — with hazard flags for pets, asbestos, access issues
Reminders: call back, resend quote, follow up, or custom — with a Dashboard Needs Action feed
VIP tracking + configurable Lifetime Value threshold (default: $2,000)
Payment reliability scoring based on invoice history
Recurring service reminders driven by equipment and next-due dates
Already using FieldKit Quote & Invoice Generator? Import your existing client list straight into the CRM — no starting from scratch → https://www.etsy.com/listing/4523286327/quote-generator-invoice-tool-send-quote
Export/import CRM backup (JSON) — your data, always
100% offline — no internet required after download, no server, no cloud


WHY BUYERS CHOOSE FIELDKIT OVER A SPREADSHEET

It works like real software. Dashboard, lead pipeline chart, Needs Action list, filter pills, tag search — this isn't rows and columns. It's a full client management system.
Your data stays yours. Everything is stored locally in your browser. Nothing goes to any server, ever.
Buy it once, use it forever. No renewal, no subscription, no price hike. One download, unlimited use.


WANT EVERYTHING IN ONE APP?

FieldKit Pro includes the CRM plus every module — Quote & Invoice Generator, Invoice Tracker, Expense Tracker, and Mileage/Job Log — all in a single integrated app.
→ https://www.etsy.com/listing/4527655800/small-business-finance-tracker-invoice

HOW TO GET STARTED

Purchase and download both HTML files from Etsy
Open FieldKit CRM DEMO in any browser — explore every feature with pre-loaded sample data
Open FieldKit CRM READY to start adding your real clients
No installation. No setup. It just works.


FREQUENTLY ASKED QUESTIONS
Q: Do I need an internet connection to use FieldKit CRM?
A: No. Once downloaded, FieldKit CRM runs entirely in your browser with no internet connection required. Your data is stored locally on your device using browser localStorage — nothing leaves your machine.

Q: Is this a spreadsheet?
A: No. FieldKit CRM is a browser-based web app delivered as a single HTML file. It has a real dashboard, visual lead pipeline, filter controls, and a relational data model — not rows and columns. Open it like a web page, use it like an app.

Q: What devices and browsers does FieldKit CRM work on?
A: It works in any modern browser (Chrome, Firefox, Safari, Edge) on Windows, Mac, iOS, and Android. The layout is fully responsive — desktop shows a data table view, mobile under 700px switches to a card layout.

📱 iPhone & iPad Users — Please Read
FieldKit works great on desktop and Android devices. If you're on an iPhone or iPad, there's one extra step: Apple restricts how local files save data in Safari, so you'll need a free app like "Discit" or "HTML Viewer Q" from the App Store to run FieldKit with full functionality.
Desktop (Chrome, Edge, Firefox) and Android users can open the file directly with no extra steps.

Q: Is there a subscription or renewal fee?
A: No. This is a one-time purchase. You download the files, own them permanently, and use them for as long as you want.

Q: Can I import data from other FieldKit apps?
A: Yes. FieldKit CRM supports direct import from FieldKit Quote Generator, Invoice Tracker, and Mileage/Job Tracker. Client records sync automatically with correct deduplication — safe to re-run as a routine re-sync.

Q: What currency does FieldKit CRM support?
A: USD, AUD, NZD, GBP, CAD, and EUR — selectable in Settings. The currency symbol updates throughout the app.

DELIVERY
This is a digital download — files are available immediately after purchase through Etsy's download system. No shipping, no waiting.

BROWSE ALL FIELDKIT TOOLS → https://www.etsy.com/shop/Tallybox?ref=dashboard-header§ion_id=59113042
VISIT THE TALLYBOX STORE → tallybox.etsy.com

A NOTE FROM TALLYBOX
FieldKit is built for the people running real businesses with real clients — not corporate teams with IT departments. If you have questions about whether FieldKit CRM fits your workflow, send a message before purchasing. We're happy to help.

✦ PLEASE NOTE ✦

— This is a digital product — no physical item will be shipped
— Due to the digital nature, all sales are final
— Data is stored locally in your browser, not in the cloud — it does not automatically sync across devices. Use the built-in backup/export feature to move your data to a new device or browser

Save this listing to your favourites to find it later, or try it free today → https://tallybox.app/fieldkit/fieldkit-crm-trial.html