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Free Mini CRM免费迷你 CRM

If you are running your customer list out of your head or a messy spreadsheet, this is a step up: track where each lead is, never forget a follow-up, and message anyone on WhatsApp in one tap. It is free and it stays on your device.如果你的客户名单还靠脑袋记、或散在一张乱掉的 Excel 里，这个是升级：清楚看到每个客户走到哪一步，跟进不再忘记，一键就能 WhatsApp 联络。免费，而且资料只留在你自己的设备上。

How your data is stored — read this first. This CRM saves everything in your own browser, on this device. That means it is completely private (nothing is ever uploaded), but also that your list will not appear on a different device or browser, and clearing your browser data will erase it. Use Export regularly to keep a backup file, and Import it on another device to move your list across. 资料存在哪里 — 请先看这段。这个 CRM 把所有资料存在你自己的浏览器里，就在这台设备上。好处是完全私密（不会上传任何地方），但代价是：换设备或换浏览器就看不到，清除浏览器资料也会一并清掉。请定期用导出存一个备份档，换设备时用导入把名单搬过去。

Add / edit a customer新增 / 编辑客户

RM

Your pipeline你的客户管道

    How this is calculated计算方式说明

    Who this is for

    This is a CRM for a solo business owner or a very small team, the kind of person currently keeping customers in their head, in WhatsApp chats, or in a spreadsheet that has stopped being useful. If you need multiple staff sharing one live database, this is not that — see the honest limits below.

    Where your data lives

    Everything you enter is saved in your browser's local storage, on the device you are using right now. That has one big advantage and three real trade-offs.

    The advantage: it is completely private. Nothing is ever sent to a server — not ours, not anyone's. Your customer list physically cannot leak from a website that never receives it.

    The trade-offs:

    • It is per-device. What you add on your laptop will not appear on your phone. They are separate.
    • Clearing browser data erases it. If you clear your cache, use private/incognito mode, or reinstall your browser, the list is gone.
    • It is single-user. Your staff cannot log into the same list.

    So back it up

    The Export backup button saves your entire list as a small file. Do this regularly — after a good day of adding customers, keep the file somewhere safe like Google Drive or email it to yourself. To move your list to another device, or restore it after clearing your browser, open this page there and use Import. This is your safety net; the tool cannot recover a list you never exported.

    How to actually use it

    Add a lead the moment you get one — even just a name and a number. Set a follow-up date, and the customer rises to the top of your list with a reminder when that date is near or past. As the deal progresses, hit the ▸ button to advance them through your stages: new lead, contacted, quoted, negotiating, won. The ✆ button opens WhatsApp straight to that customer.

    The habit that makes any CRM work is simple: every time you speak to a customer, set the next follow-up before you close the chat. Do that and you will stop losing deals to silence.

    When to move to a real CRM

    If you grow to the point where staff need shared access, you want automatic reminders sent for you, or you are managing hundreds of active deals, you have outgrown a browser-based tool and should look at a hosted CRM. Your exported file gives you a clean record to take with you. Until then, the honest truth is that a simple tool you actually use beats a powerful one you do not.

    这个工具适合谁

    这是给单人老板或很小团队用的 CRM —— 就是那种目前靠脑袋记客户、靠 WhatsApp 对话记客户、或者用一张已经乱到没法用的 Excel 记客户的人。如果你需要多名员工共用同一个即时数据库，这个做不到，请先看下面诚实的限制说明。

    你的资料存在哪里

    你输入的所有资料都存在浏览器的本地储存空间里，就在你现在用的这台设备上。这有一个大优点，和三个真实的取舍。

    优点：完全私密。资料不会传到任何服务器 —— 不传给我们，也不传给任何人。一个从来不接收你客户名单的网站，物理上就不可能把它泄漏出去。

    取舍：

    • 分设备。你在电脑上加的客户，手机上不会出现，两者是分开的。
    • 清浏览器资料会清掉。清 cache、用无痕模式、重装浏览器，名单就没了。
    • 单人使用。你的员工没法登入同一份名单。

    所以要备份

    导出备份按钮会把你整份名单存成一个小档案。请定期做 —— 加完一批客户后，把档案放到 Google Drive 之类安全的地方，或电邮给自己。要把名单搬到另一台设备、或清了浏览器后想还原，就在那台设备打开这一页，用导入。这是你的保险；你从没导出过的名单，工具也救不回来。

    实际怎么用

    拿到客户就马上加 —— 哪怕只填名字和号码。设个跟进日期，到期或过期时这位客户会自动升到名单最上方，并带提醒。生意有进展时，按 ▸ 把客户推进到下一阶段：新客户、已联络、已报价、洽谈中、已成交。按 ✆ 直接打开 WhatsApp 联络这位客户。

    让任何 CRM 真正有用的习惯很简单：每次跟客户谈完，在关掉对话之前，先设好下一次跟进。做到这一点，你就不会再因为「忘了跟进」而白白丢单。

    什么时候该换真正的 CRM

    如果你成长到需要员工共享、需要系统自动帮你发提醒、或者要管理几百个进行中的单子，那你已经超出浏览器工具的能力范围，该考虑云端 CRM 了。你导出的档案就是一份干净的记录，可以带着走。在那之前说句实话：一个你真的会用的简单工具，胜过一个你不会用的强大工具。

    Frequently asked questions常见问题

    Is this CRM really free?这个 CRM 是真的免费吗？
    Yes, genuinely and permanently free, with no sign-up and no account. It runs entirely in your browser, so there is no server for us to charge you for. Unlike Bliss Kira AI, which is a paid product with a free trial, every tool in this Free Tools section — this CRM included — is free to keep using forever.是的，真正永久免费，不用注册、不用开户口。它完全在你的浏览器内运行，我们没有服务器成本，自然不用向你收费。跟「Bliss Kira AI」那种付费产品加免费试用不同，这个 Free Tools 区里的每个工具 —— 包括这个 CRM —— 都是永久免费使用的。
    Will I lose my data if I close the browser?关掉浏览器会不会丢资料？
    No — closing the browser or restarting your computer is fine, your list is saved and will be there when you come back. What DOES erase it is clearing your browser data, using incognito/private mode, or switching to a different browser or device. That is exactly why the Export backup button exists: use it regularly and you are protected against all of those.不会 —— 关浏览器、重启电脑都没问题，名单存着，回来还在。真正会清掉它的是：清除浏览器资料、用无痕/隐私模式、或换另一个浏览器或设备。这正是「导出备份」按钮存在的原因：定期用它，上面这些情况就都不怕了。
    Can my staff and I share the same customer list?我和员工可以共用同一份客户名单吗？
    Not live, because the data lives on each device separately rather than in a shared cloud. You can pass a snapshot around by exporting the file and having someone else import it, but two people cannot edit the same list at the same time and see each other's changes. If shared real-time access is essential to how you work, you need a hosted CRM — and your exported file will import cleanly into most of them.没法即时共用，因为资料是分别存在各自设备上，而不是存在共享的云端。你可以用导出档案、让别人导入的方式传一份「快照」过去，但两个人没法同时编辑同一份名单、并看到对方的改动。如果即时共享对你的工作方式是必须的，那你需要云端 CRM —— 而你导出的档案，大多数云端 CRM 都能顺利导入。
    How is this different from just using a spreadsheet?这跟直接用 Excel 有什么不同？
    A spreadsheet stores the data but does not work for you. This does three things a spreadsheet does not: it surfaces follow-ups that are due or overdue so you stop forgetting them, it opens WhatsApp to a customer in one tap, and it keeps your pipeline organised by stage automatically. If your spreadsheet is doing the job, keep it — but most people find their spreadsheet becomes a place customers go to be forgotten.Excel 只是把资料存起来，不会替你做事。这个工具做了三件 Excel 不做的事：它会把到期或过期的跟进主动顶出来，让你不再忘记；它一键就能打开 WhatsApp 联络客户；它会自动按阶段帮你整理管道。如果你的 Excel 用得好，那就继续用 —— 但大多数人的 Excel，最后都变成客户「被遗忘」的地方。

    Need a website that brings you customers?想要一个能带来客户的网站？

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