PrimeCRM
The only offline CRM
built for solo professionals.
Contacts, companies, deal pipelines, outreach sequences, and sales dashboards - all without a monthly fee or cloud dependency. Your client relationships, on your machine.
Capabilities
Everything you need to manage client relationships
Contacts & Companies
Multi-company per contact, full custom-field extension, avatars, status tracking, tags, and rich notes. A contact in PrimeTask is a workspace, not a database row.
Isolated CRM
Give a single project its own private CRM, separate from your shared one. Its contacts, companies, and activities stay walled off from every other project. Pull in linked shared contacts with auto-sync, or keep contacts project-only for work that should never leave it.
Activities Timeline
Ten activity types per contact in one unified feed. Calls, emails, meetings, notes, demos, proposals, LinkedIn messages, connection requests, and profile views, all on one timeline.
Companies Graph
Companies are nodes, not rows. Track typed relationships between them: competitor, partner, supplier, customer, subsidiary, parent. The full organisational map of who works with whom.
LinkedIn Outreach
Built-in nine-stage outreach pipeline with a dedicated dashboard. Track connection requests, first messages, follow-ups, and meeting bookings without a third-party tool.
Deal Pipeline
Visual deal pipeline with demos and proposals. Drag deals between stages, track value in 14 currencies, and see the full opportunity lifecycle in one Kanban view.
CRM Tasks & Milestones
Tasks tied to a contact, company, or project with seven type categories: call, email, meeting, follow-up, demo, proposal, other. Link to milestones to track client delivery end to end.
Message Templates
A built-in library of LinkedIn templates with smart placeholders. Personalise per contact in one panel, log the activity automatically on copy, and watch success rates surface which templates actually get replies. Manageable from Claude or Cursor via MCP.
Outreach Sequences
Multi-step outreach workflows. Chain templates, calls, and follow-ups into repeatable sequences that run on your machine, no cloud service required.
Contact details
The full picture on every contact
Activities, tasks, notes, custom fields, company links, project associations, deals in flight. Everything that defines a relationship in one place. A contact in PrimeTask is not a database row. It is a workspace.
Isolated CRM
Give each project its own private CRM.
By default, all your contacts live in one shared CRM. When a project needs to stay separate, switch it to isolated and it gets its own contacts, companies, and activities, walled off from everything else. Turn on auto-sync to also see the shared contacts you have linked to that project, or keep contacts project-only for work that should never leave it.
Contacts
Your entire client base, organised
Unlimited contacts with avatars, statuses, tags, multi-company support, and full custom field extension. Search, filter, and sort across the whole base. Local-first, your data, no quotas.
Activities timeline
Every touchpoint, in one feed
Calls, emails, meetings, notes, demos, proposals, LinkedIn messages, connection requests, and profile views. Ten distinct activity types per contact, all on one timeline. Spot patterns, prove the work, never lose the thread of a relationship.
Companies
The companies you work with
Track every company status: customer, prospect, partner, vendor. Industry tags, size, address, multi-currency support. Linked to every contact and every deal that touches them.
Companies graph
Companies as a graph, not a list
Track typed relationships between companies: competitor, partner, supplier, customer, subsidiary, parent. See the full organisational map of who works with whom and how every company connects to your deals.
LinkedIn Outreach
Nine stages of outreach. One pipeline.
Built-in LinkedIn outreach pipeline with a dedicated dashboard. Track connection requests, first messages, follow-ups, and meeting bookings through nine pipeline stages. No external tool, no SaaS subscription.
Deal Pipeline
Track every opportunity
Visual deal pipeline with demos and proposals. Drag deals between stages, track value in 14 currencies for international work, and see the full opportunity lifecycle in one Kanban view.
Sales Dashboard
Your sales performance at a glance
Calls, emails, meetings, and LinkedIn touches aggregated in real time. Spot trends, find gaps, prove the work to yourself or to clients. No external analytics tool required.
Message Templates
Templates that learn what works
Pick a template, pick a contact, watch the placeholders fill in. Side-by-side preview, edit before copy, automatic activity logging. Over time, success rates surface which messages actually get replies. Your best lines, scaled, with data that proves what works.
19 features
The full toolkit
Every CRM feature ships with PrimeTask Pro. No add-ons, no per-seat fees, no upsells.
Built for you
Perfect for
Freelancers & Consultants
Track clients, manage proposals, and log calls - without paying for a separate CRM subscription. Everything stays on your machine, connected to your projects and tasks.
Agency Owners
Manage company relationships, deal pipelines, and outreach sequences alongside your project delivery. One workspace for sales and execution.
Relationship Managers
Log every call, email, and meeting. Track deal progress across multiple companies. Link CRM tasks to milestones to ensure nothing slips through.
The difference
Not another cloud CRM.
Most CRMs are cloud-first, subscription-based, and designed for large teams. They charge per seat, per month, and hold your client data on their servers. If you stop paying, you lose access to your own contacts.
PrimeCRM is different. It runs entirely on your machine. Your contacts, your deals, your outreach history - all stored locally, in open formats you can export anytime. No account required. No servers to trust. No recurring bill to maintain.
And because PrimeCRM lives inside PrimeTask, your client relationships are directly connected to your projects, tasks, time tracking, and focus sessions. One system. One purchase. Yours forever.
Your client relationships are your business.
They should live on your machine.
PrimeCRM is included in PrimeTask Pro - one purchase, no add-ons. Start with a free trial to experience the full CRM with all 19 features unlocked.
14-day free trial - full Pro access, all CRM features included
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