Choose a 4-digit PIN — you'll use this every time you log in
Confirm your new PIN
SmittyCRMv1.3.151
0
Deals
$0
Pipeline
State
🔔 Follow-ups Due
Sort
📧 Drop email to create deal
📋
Select a deal to view details
or click + New Deal to add one
👥 Contacts
Contact
New Opportunity
⚙ 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
OPENWONLOSTHOLD
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.
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
v1.3.151
Total Deals
—
Storage
—
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
About SmittyCRM
Designed by Jim Smith
Built with Claude AI — Anthropic
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
📊 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.