Small Business CRM
Turn a messy customer spreadsheet into a CRM plan.
Local CSV preview is available now. Choose a CSV and Botsville will inspect the columns locally, show likely CRM fields, and preview sample rows. Nothing is uploaded.
Local CSV preview
Choose a CSV to preview columns locally.
What the full CRM will do
The production CRM should import contacts, organizations, notes, tags, history, and follow-up reminders. It should also let customers run compute in isolated Podman containers without exposing unrelated files on their computers.
contactscompaniesnotestagslocal computeCurrent status
| Feature | Status |
|---|---|
| Browser CSV preview | Available now |
| Real CRM database import | Planned |
| Pip/Hermes guided import | Waiting on approved gateway |
| Customer file upload | Not enabled on this static site |
Part 3 candidate note
Pip is currently a public static site guide only. Name, mobile-number intake, returning-visitor recognition, SMS handoff, memory, and real Hermes chat remain disabled until the approved gateway is live.