Choose a 4-digit PIN — you'll use this every time you log in
Confirm your new PIN
SmittyCRMv1.4.31
0
Deals
$0
Pipeline
State
🔔 Follow-ups
📬 Replies
📅 ✕
Sort
📧 Drop email to create deal
📋
Select a deal to view details
or click + New Deal to add one
to
👥 Contacts
Contact
New Opportunity
⚙ Settings
👤 My Settings
⚙ Administration
☁ Data
Follow-up Email Template
Available variables: {firstName}{dealName}{product}{productFamily} {dealValue}{probability}{status}{expectedClose} Sender (from your linked contact):{myName}{myTitle}{myPhone}{myEmail}{myCompany}
Subject
Body
Reply Sync
Check for Replies
Scan for customer replies to your follow-up emails
My Data
💾 Export My Deals
Save deals to a JSON file
📊 Import Spreadsheet
Map columns from Excel or CSV
⬇ Export LPF Format
Download filtered view as LPF tracker CSV
App Info
Version
v1.4.31
Total Deals
—
Storage
—
About SmittyCRM
Design and architecture by Jim Smith
Software implementation assisted by AI development tools
Security
✅ Per-user authentication with hashed PINs
✅ Cloudflare infrastructure — SOC 2 compliant
✅ One-time invite links — expire in 24 hours
🔜 Two-factor authentication (TOTP) — coming in v1.5
🔜 AES-256 end-to-end encryption — coming in v2.0
🔜 Per-user access control & audit trail — coming in v2.0
Users & PINs
Each territory entry is a user. Check the box to grant admin access. Use Reset to clear a user's PIN.
Territories
Add or remove territory tags. One per line.
Deal States
Default filter
Main list shows Open deals by default
Open
Available states
OPENWONLOSTHOLD
Territory Switcher
Reassign all deals in the current filtered view to a new territory.
Divisions
Divisions group users and define deal stage pipelines. Each division can have its own Sales Manager(s) and RSMs.
Deal Stages
Each division has its own stage pipeline. Select a division to edit its stages.
%
Product Families
Product families available when logging a deal. Select a division to edit its list.
Invite New User
Generate a one-time link to onboard a new device. Expires in 24 hours.
Invite Link
⚠ Anyone with this link can access your SmittyCRM data. Share privately.
Cloud Storage
☁ Cloud Connection
Not connected
📁 Cloud Filename
🔄 Sync Now
Push local data to Cloud or pull latest
Reply Backend
Gmail
Not connected
Auto-check interval
No Gmail scan yet.
Outlook
Not connected
No Outlook scan yet.
Set up an Outlook server-side rule to forward emails containing [SCRM- to SmittyCRM.Replies@gmail.com
Data Operations
📂 Load Data
Import deals from JSON (replaces current data)
📊 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.