Offline Lead & Follow-Up Tracking Without a Cloud CRM
Record where a business relationship began, when contact occurred, and what needs attention next—all in an offline CRM that remains under your control.
Keep Leads and Follow-Ups From Getting Lost
A straightforward way to preserve essential lead and contact-history information without relying on an online CRM account.
Managing a business relationship often depends less on sophisticated sales automation than on remembering a few essential facts: where the lead originated, when the relationship was entered, when contact last occurred, its current status, and what needs to happen next.
EasyPDF™ CRM keeps that information with the business contact record. Lead source, date entered, last contact, status, and notes or reminders provide a practical record of the relationship and make it easier to identify contacts that may require attention.
Follow-Up Information Where You Need It
Instead of separating contact information from follow-up notes, EasyPDF™ CRM keeps the relevant business details together. A user can review the contact, company, lead source, most recent contact date, status, and reminder information from the same CRM record.
Offline by Design
Because EasyPDF™ CRM operates in the free Adobe Reader, this information can remain on the user's own desktop computer rather than depending on cloud storage, an internet connection, or a subscription-based CRM service.
- Record the source of a lead or business relationship
- Maintain date-entered and last-contact information
- Use status values to identify the current state of a record
- Keep notes and reminders with the corresponding business contact
- Review business follow-up information without cloud storage or an online account