LeadFlow CRM

Free offline CRM with manual Google Sheets backup. Save browser-based contacts, track follow-ups, and import or export CSV and JSON files.

What this tool does

LeadFlow is a browser-based CRM for managing contacts, sales stages, customer relationships, follow-up tasks, interaction history, and basic pipeline insights. The browser copy autosaves locally. An optional Google Sheets area supports manual full-workspace loads and saves through an Apps Script web app that you deploy in your own spreadsheet.

When to use this tool

Use LeadFlow to track leads and follow-ups without creating a LeadFlow account or relying on a central CRM server. After this page loads, its core browser workspace works offline. Google Sheets transfers require an internet connection and are only sent when you choose a Sheets action.

Who this is for

• Small-business owners tracking prospects and customers
• Independent sales and service professionals organizing follow-ups
• People who want local browser storage with optional manual spreadsheet backup

How to use this tool

1. Add contacts or import a contact list from CSV
2. Record company, contact details, source, value, stage, and follow-up dates
3. Move opportunities through the pipeline and log calls, emails, meetings, or notes
4. Review tasks, customer relationships, and built-in pipeline summaries
5. Export contacts as CSV or download a full JSON backup in Settings
6. For optional Sheets transfer, follow the setup guide, test your own Apps Script deployment, then manually load or save

Inputs

Contact and company details, lead source, pipeline stage, priority, deal value, tags, notes, web links, next actions, follow-up dates, tasks, and workspace preferences. CSV imports recognize common contact columns and skip duplicate email addresses. Google Sheets setup uses a deployed Apps Script web-app URL.

Outputs

LeadFlow displays searchable contacts, pipeline stages, customer records, follow-up tasks, activity history, and summary metrics. CSV exports contain contacts; JSON backups contain the full workspace. A successful Google Sheets save writes a CRM snapshot and readable Contacts, Tasks, Activity, and CRM_Settings tabs. Loading a Sheet replaces the current browser workspace after confirmation.

Saving, offline use, and Google Sheets security

CRM records autosave in localStorage for this browser and site origin. They do not automatically sync to other browsers or devices, and clearing site data can erase them. Core features work offline after the page loads; Google Sheets transfers do not.

Google Sheets transfer is optional and manual, not continuous sync. It requires you to deploy the supplied Apps Script as a web app accessible to anyone with its URL. Anyone who obtains that URL can read and overwrite the CRM data in the connected sheet. Treat the URL like a password, do not share or publish it, and do not use this setup for sensitive or regulated records. Keep the spreadsheet's normal Google Drive sharing private; that does not restrict access through the web-app URL. Revoke access by disabling or deleting the Apps Script deployment.

Example use cases

• Track incoming website inquiries and their next follow-up dates
• Move small-business sales opportunities from new lead to won or lost
• Import a contact CSV, use the CRM offline, then manually save a backup to your own Sheet

Frequently asked questions