On data

Your data lives with you.

Contacts, notes and conversations are some of the most personal records you keep. Local CRM stores them on your device. When you want them on your other devices too, they travel through your own iCloud account, never through ours. We don't run a server for them to go to.

In Local CRM

  • Everything is stored on the device you're using
  • iCloud sync stays off until you turn it on, device by device
  • No account to create, no tracking, no server for your data

From our research: Two devices, one tag. Merging duplicates without a server

On deleting

Nothing is lost without asking.

Deleting should be a decision, never an accident. Every delete and removal in Local CRM asks first, and the question says exactly what goes, what stays, and whether the change will reach your other devices.

In Local CRM

  • Deleting a contact says that its notes and timeline go too, and its todos stay
  • Swiping to delete still asks before the row disappears
  • Empty rows in an editor go without a prompt, because nothing is lost

From our research: What a delete confirmation should say

On limits

Limits stop adding. They never take away.

A free plan needs limits. Ours only decide whether you can add something new. Whatever you've already added stays yours to read, search, edit and sync, whatever happens to your subscription.

In Local CRM

  • Free has every feature except Insights, for up to 20 contacts and companies
  • When Pro ends, nothing is deleted or locked
  • Shops beyond the limit wait, and arrive with their full history when there's room

From our research: A free plan that never holds your data hostage

On attention

Nothing interrupts you uninvited.

Software earns your attention by being useful when you ask for it. Local CRM doesn't open on an upgrade pitch or count down a trial, and when a sync brings a lot of news at once, it sends one summary instead of a burst of notifications.

In Local CRM

  • The upgrade screen opens only at a limit, or from Settings
  • No free trial to remember to cancel
  • More than three new clients in one sync become a single notification

From our research: Turning Shopify app installs into client relationships

On familiarity

Work the way your devices already do.

Nobody should have to learn a CRM's private language. Local CRM uses the fields, labels and name order of the Contacts app, calls through Phone and FaceTime, writes through your own mail app, and follows your text size and contrast settings.

In Local CRM

  • The same contact fields and labels as the Contacts app
  • Text follows Dynamic Type; colors keep WCAG contrast in light, dark and Increase Contrast
  • Search finds names however they're typed, in any script

From our research: Why “jose” should find José, and where that stops working

On words

Say plainly what will happen.

Every message in Local CRM has one job: to say what happened or what will happen, and what you can do next. Errors say how to fix the problem. Empty screens say why they're empty and how to fill them.

In Local CRM

  • Buttons are named after what they do: Delete Contact, Remove Link
  • A banner says one thing and offers the next step
  • A filtered list that finds nothing says so, instead of just looking empty

From our research: When does a relationship go quiet? Making silence visible

Questions, ideas, or a problem you'd like us to look into?