Manage customers, contacts, follow-ups and sales opportunities inside DooTask. Single sign-on with your DooTask account; data is self-hosted.

• Customers: company/customer records with status (lead / following / signed / lost), source, tags, notes; search and status filter; a focused detail page.
• Contacts: multiple contacts per customer, with a primary-contact flag.
• Follow-ups: a timeline of every interaction, recording the follower and the next follow-up date.
• Opportunities: stages (initial / qualified / proposal / negotiation), owner, amount, expected close date, win/loss marking (with loss reason).
• Owners: every customer and opportunity has an owner, defaulting to the current user; any DooTask user can be assigned.
• Follow-up dashboard: "what I need to follow up" sorted by next follow-up date with overdue highlighting, plus headline stats.
• Permissions: configure CRM administrators at install time; admins manage all data, regular users mainly manage what they own.
• DooTask integration: uses the current identity; owners are DooTask users; link and open DooTask tasks.

Install from the DooTask App Store. Pick the CRM administrators in the "Administrator" field at install time (leave empty to treat everyone as admin). After installation, open CRM from the application menu.