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Description
Professional CRM for teams — manage customers, projects, finance, quotations. Integrates with Google Sheets, Calendar, and Telegram. RealCRM — Smart CRM & Project Manager is a powerful all-in-one Chrome extension that turns your browser into a full business management suite. Manage customers, projects, tasks, finances, quotations, invoices, and more — all from a single, beautifully designed interface. Key Features ▸ Customer Relationship Management (CRM) • Add, edit, and organize customer contacts with detailed profiles • Track customer ratings, tags (VIP, Lead, Active), and interaction history • Pipeline view for visualizing your sales funnel • Import/export customers via CSV • Auto-tagging system for intelligent customer categorization ▸ Project & Task Management • Create and manage projects with status tracking (Planning → Completed) • Kanban board with drag-and-drop task management (Backlog, To-do, In Progress, Review, Done) • Task priorities, due dates, time estimates, and team member assignments • Milestone tracking and project-level progress reports • Built-in Pomodoro focus timer for productivity ▸ Finance Management • Track income and expenses per project • Categorize transactions (deposits, milestones, maintenance, hosting, etc.) • Financial summary cards: collected, spent, profit, pending • Per-project financial breakdowns • Support for multiple currencies (VND, USD) with language-based defaults ▸ Quotations & Contracts • Create professional quotations with line items, tax, and totals • Convert accepted quotes into contracts or invoices with one click • Track status: Draft → Sent → Accepted / Rejected • Contract management with expiry tracking ▸ Invoices • Generate invoices from quotations or from scratch • Track payment status: Draft, Sent, Paid, Overdue, Cancelled • Partial payment tracking • Print-ready invoice format • Create invoices directly from accepted quotes ▸ Products & Services Catalog • Maintain a product/service catalog with pricing • Industry templates: Web & Software, Marketing Agency, Photography, Education, F&B, Spa & Beauty • Categories and CSV import support ▸ Email Templates • Pre-built email templates: Welcome, Follow-up, Invoice, Thank You • Dynamic variables: {{customer_name}}, {{project_name}}, {{invoice_number}}, etc. • Quick send via Gmail integration • Duplicate and customize templates ▸ Calendar & Timeline • Monthly calendar view with task and invoice due dates • Timeline view for project scheduling • Google Calendar integration for syncing events ▸ Reports & Analytics • Task status and priority distribution charts • Project detail reports with completion rates • Finance and CRM summary reports • Time performance tracking (estimated vs. actual hours) ▸ Automation Engine • Create trigger-based automation rules • Triggers: project completed, new customer, payment received, task overdue, and more • Actions: create follow-up tasks, send Telegram notifications, Chrome notifications • Conditional logic for precise targeting ▸ Activity Log • Full audit trail of all CRM activities • Filter by action type, user, and date • Track who did what and when ▸ Account & Integration • Google Sign-In for secure authentication • Google Sheets sync for data backup • Telegram bot integration for notifications • Theme customization: Minimal, Professional, Colorful, Warm • Bilingual support: English and Vietnamese How It Works 1. Install RealCRM from the Chrome Web Store 2. Click the RealCRM icon in your Chrome toolbar to open the dashboard 3. Sign in with Google to enable sync and collaboration features 4. Start adding customers, creating projects, and managing your business 5. Use the sidebar to navigate between modules: Dashboard, Kanban Board, Projects, Calendar, Finance, Customers, Quotes, Invoices, Products, Email Templates, Reports, Automation, and Activity Log FAQ Q: Is my data stored securely? A: All data is stored locally in your browser using IndexedDB. Optional Google Sheets sync provides cloud backup. Your data never passes through third-party servers. Q: Does it work offline? A: Yes. RealCRM works entirely offline. Sync features (Google Sheets, Telegram, Calendar) require an internet connection, but all core CRM functionality works without one. Q: Can I use it for multiple businesses? A: Yes. You can create separate projects for each business and manage customers across all of them. Q: Is it free? A: RealCRM is free to use with all features included. Q: What languages are supported? A: English and Vietnamese are fully supported. Currency defaults automatically match your language setting (USD for English, VND for Vietnamese). 📧 Support For bug reports, feature requests, or questions, please contact us at: minhvinhdao.oc@gmail.com