SmittyCRM — Deal Tracker

SmittyCRM

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v1.3.3

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SmittyCRM v1.3.3

0

Deals

$0

Pipeline

State

Status

🔔 Follow-ups Due

Sort

📧 Drop email to create deal

📋

Select a deal to view details

or click + New Deal to add one

👥 Contacts

Contact

First Name

Last Name

Company

Title

Phone

Email

Notes

New Opportunity

Opportunity Name *

Owner / Rep

Customer Name

Email

Location

Status

Division

FS Product Family

Product

Deal Value ($)

Annual Value ($)

Close Probability (%)

Expected Close Date

Follow-up Date

Source

Deal State

Notes / Description

⚙ Settings

Data Management

💾 Save Data

Export all deals to JSON — save to Dropbox to sync between devices

📂 Load Data

Import deals from a JSON file (replaces current data)

📊 Import Excel / CSV

Map columns from any spreadsheet to SmittyCRM fields

⬇ Export LPF Format

Download current filtered view as CSV in LPF tracker format

☁ Dropbox Connection

Sign in with Dropbox — token refreshes automatically, no manual paste needed

Not connected

📁 Dropbox Filename

Filename in your Dropbox Apps/SmittyCRM/ folder

🔄 Sync Now

Push local data to Dropbox or pull latest from Dropbox

Deal States

Default filter

Main list shows Open deals by default — use the State dropdown to view Won, Lost, or Hold

Open

Available states

OPEN WON LOST HOLD

Territories

Add or remove territory tags (used in the Territory filter and on deals). One per line.

Users & PINs

Each territory entry is a user. Check the box to grant admin access (Settings). Use Reset to clear a user's PIN.

Territory Switcher

Reassign all deals in the current filtered view to a new territory. Use the filters on the main screen first to narrow down which deals to move.

Move current view to

Invite New User

Generate a one-time link to onboard a new device. Link expires in 24 hours.

Invite Link

⚠ Anyone with this link can access your SmittyCRM data. Share privately.

App Info

Version

v2.2.9

Total Deals

—

Storage

—

📊 Import & Map Fields

Select an Excel (.xlsx) or CSV file to import. You'll map its columns to SmittyCRM fields before importing.

Map each SmittyCRM field to a column from your file. Leave blank to skip.

Import mode:

Merge (add new, keep existing) Replace all

Attachment