Choose a 4-digit PIN — you'll use this every time you log in
Confirm your new PIN
SmittyCRMv1.3.202
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
👥 Contacts
Contact
New Opportunity
⚙ Settings
Data Management
💾 Save Data
Export all deals to JSON — save to Cloud 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
☁ Cloud Connection
Not connected
📁 Cloud Filename
🔄 Sync Now
Push local data to Cloud or pull latest from Cloud
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
v1.3.202
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
Outlook Reply Sync
Connect your Outlook mailbox to scan for replies to follow-up emails. SmittyCRM matches replies by a token added to the start of the email subject line, for example [SCRM-10482].
Mailbox Status
Not connected
No Outlook reply scan has been run yet.
Gmail Reply Sync
Connect a Gmail inbox to scan for forwarded replies. Set up an Outlook rule to forward emails with [SCRM- in the subject to SmittyCRM.Replies@gmail.com, then connect that Gmail account here.
Gmail Status
Not connected
Auto-check interval
No Gmail reply scan has been run yet.
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
📊 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.