CRM for effective client base management

The system is designed for sales teams that value interaction discipline, process transparency, and client context preservation. The CRM combines counterpart management, touchpoint planning, and activity analytics in a single workspace.

Core capabilities

📞 Interaction tracking

Every client touchpoint - call, meeting, email, message - is logged and tied to the counterpart, owner, date, and outcome. A complete relationship history is formed: from first contact to deal closure.

🔗 Interaction chains

The system builds logical chains of touchpoints per counterpart. You can see who talked, when, about what, what commitments were made and fulfilled. A new team member gets full context in minutes, not days.

📅 Google Calendar integration

Two-way meeting sync. Interactions scheduled in CRM automatically appear in the calendar. Meeting status changes are reflected in the counterpart card.

🔔 Push notifications

The system sends advance reminders about upcoming interactions. Each notification includes the client's name, meeting topic, and context from the last conversation - your rep arrives prepared.

👥 Google Contacts sync

Counterpart contact data is automatically exported to Google Contacts and stays synchronized on changes. When an incoming call arrives, the rep immediately sees who is calling and which counterpart the contact belongs to. Export and import work in both directions.

🏢 Auto-fill by Tax ID (DaData)

Entering a company ID automatically pulls full and short legal names, address, registration data. Manual entry errors are eliminated; a counterpart card is created in seconds.

📱 Mobile application

The CRM works as a Progressive Web App (PWA) - installed directly from the browser's address bar without app store publishing. Works offline and syncs when connection is restored. The interface is optimized for mobile screens.

📊 Activity analytics

The dashboard shows key metrics: interactions per period, plan completion rate, overdue touchpoints, deal conversion, top counterparts by potential. Reports are generated without Excel exports.

👥 Multi-user with roles

Access control: the manager sees the full picture, reps see their own counterpart base. Roles supported: SuperAdmin, TenantAdmin, TenantManager, Executor, Observer, Auditor.

Advantages

✅ Free for teams up to 10 users - full functionality with no limits on counterparts or interactions, no trial period.

✅ Contextual push notifications - reminders include not just meeting time, but also client name, topic, and recent touchpoint history.

✅ Structured interaction chains - not a flat event log, but a built history with outcomes and next steps.

✅ Built-in DaData integration - counterpart auto-fill works out of the box, no extra plugins or fees.

✅ Mobile app without store installation - PWA installs with a single tap from the browser address bar.

✅ Two-way Google Contacts sync - CRM contacts and Google Contacts stay automatically aligned.

✅ On-Premises deployment - the system runs on the customer's server; data is fully isolated and never leaves the company perimeter.

✅ Modern stack and PWA - React 19, TypeScript, Ant Design, offline support, responsive mobile interface.

Who it's for

- Sales teams of 2–10 people who need a working CRM without lengthy implementation.

- Sales leaders who need team activity transparency and touchpoint discipline control.

- Companies with long sales cycles where losing context between interactions is critical.

- Organizations with data security requirements that need on-premises deployment.

Terms of use

- Free for teams up to 10 users. No hidden fees, no time limit, no reduced functionality.

- Custom development - specific reports, integrations with accounting systems (ERP), non-standard business processes.

- On-Premises - deployment on the customer's infrastructure with full data isolation.

Enter CRM->>>>>>

Technology stack

React 19 · TypeScript · Ant Design 6 · Node.js · PostgreSQL · Google Calendar API · Google People API · DaData API · PWA