# Local CRM Source: https://h2made.com/localcrm > Private and on-device: Local CRM keeps your contacts, conversations and todos on your iPhone, iPad and Mac, in sync via your own iCloud. Free for 20 contacts. Private. On-device. All your devices in sync via iCloud. Every contact, conversation and follow-up in one place, kept on your iPhone, iPad and Mac. There's no account to create and no Local CRM server, and it's free for your first 20 contacts. iPhone, iOS 18.0 or later · iPad, iPadOS 18.0 or later · Mac, macOS 15.0 or later *Illustration: Local CRM on a Mac: a sidebar with Home, Contacts, Calendar, Map and Insights, a list of contacts, and Olivia Bennett's contact with her phone number, email, timeline and a todo.* ## Private No account, no tracking. Nothing you add is ever sent to h2made, with iCloud sync on or off. The crash reports that help us fix bugs never include your data. [Read the privacy policy](https://h2made.com/localcrm/privacy) ## On-device Everything is stored on the iPhone, iPad or Mac in front of you, and search and Insights run there too. Contacts, notes and todos work without a connection. [Using Local CRM offline](https://h2made.com/faq#works-offline) ## All devices in sync via iCloud With iCloud sync, on by default, your iPhone, iPad and Mac share the same contacts, notes, todos and tags through the private database of your own iCloud account. [How iCloud sync works](https://h2made.com/localcrm#sync) iCloud sync ## Your iPhone, iPad and Mac, in sync through your own iCloud Local CRM keeps everything on the device you're using, and iCloud sync gives all your devices the same contacts, notes, todos and tags through the private database of your own iCloud account. Nothing passes through h2made. - Contacts, notes, todos, tags and plugin settings on every device - Through your private iCloud database, which h2made can't access - On by default for new installs; turning it off keeps everything on the device From our research: [Two devices, one tag. Merging duplicates without a server](https://h2made.com/research/merging-duplicates-without-a-server) *Illustration: An iPhone, an iPad and a Mac connected by dashed lines to your private iCloud database. A separate dashed box labeled h2made, no server, has no connection.* Your devices sync through your own iCloud. There's no h2made server in the picture. Capture Contact ## Turn a business card into a contact Scan a business card, or paste an email signature or a conversation with a customer. Local CRM reads it on your device and fills in a contact for you to check, linked to the company or Shopify merchant the person works at. With Apple Intelligence, it also writes a note and a follow-up. - Scan cards on iPhone and iPad; paste, drop or use Continuity Camera on the Mac - When the email or phone number matches, it fills in the contact you already have - Read on your device; only the contact you save is kept *Illustration: A business card for Amara Okafor, Head of Partnerships at Kestrel Outfitters, being scanned, and the New Contact sheet it fills in: read by Apple Intelligence, with her name, job title, company, phone and email, and Works at Kestrel Outfitters, found from kestrel.example.* Scan a card and check what was read before you save. The company is found from the email's domain. Search ## Find anyone, however you type it Press ⌘K, or tap search, and type what you remember: a name without its accents, part of a phone number, a company, a tag, a line from a note. Names written in other scripts are found by their Latin spelling. - Every field of every contact, ignoring case and accents - Phone numbers match on their digits, however they're formatted - Todos, notes, timeline entries and tags in the same results From our research: [Why “jose” should find José, and where that stops working](https://h2made.com/research/finding-names-in-any-spelling) Ten sample contacts and Local CRM's search, running in your browser. Press ⌘K to jump here. Timeline ## A timeline of every conversation Each contact has a timeline of the calls, emails, meetings and messages you've had. Tap a phone number to call, or an email address to write, and Local CRM offers to log it when you come back. - Calls go through Phone on iPhone, and FaceTime or Continuity on iPad and Mac - Email opens in your default mail app - One tap logs the interaction with the date already filled in From our research: [When does a relationship go quiet? Making silence visible](https://h2made.com/research/when-relationships-go-quiet) *Illustration: After a call from Local CRM, a prompt asks “Log this call with Olivia Bennett?” with a Log button, and the call appears at the top of her timeline above an email and a meeting.* After a call, one tap logs it on the contact's timeline. Todos and calendar ## Follow-ups that show up on time Todos have due times, durations and alerts. Timed todos appear on month, week and day calendars, and you reschedule one by dragging it to another slot. - Due times, durations and alerts on any todo - Month, week and day views - Drag and drop to reschedule *Illustration: A week view of todos from Monday to Friday. A todo, Follow up with Olivia, is being dragged from Wednesday morning to Friday at 10.* Drag a todo to another day or time to reschedule it. Map ## Your contacts on a map Local CRM places contacts on a map from their addresses, clusters them as you zoom out and filters them by tag. Each address is located once, and the result syncs to your other devices. - Pins from postal addresses - Clusters that split as you zoom in - Filter by tag *Illustration: A map of contacts: clusters showing 12, 5 and 3 contacts, single pins colored by tag, and a filter set to the Client tag.* Clusters split as you zoom in. Filter the map by tag. InsightsPro ## See who's gone quiet Insights charts new contacts, interactions and completed todos for the period you choose, shows when you last spoke to each person, and points out who you haven't talked to in a while. - Interactions, new contacts and todos by day, week or month - Lapsed contacts: no logged interaction in 90 days - Who to reconnect with, and who you talk to most From our research: [When does a relationship go quiet? Making silence visible](https://h2made.com/research/when-relationships-go-quiet), [A free plan that never holds your data hostage](https://h2made.com/research/limits-that-only-stop-adding) *Illustration: Insights: tiles for 48 interactions, 15 lapsed contacts and 86 percent of todos done on time, and a Last contacted chart grouping contacts from the last 7 days to more than 180 days ago.* The Last contacted chart groups people by their latest logged interaction. Shopify Partners ## Your app installs become clients For Shopify app developers: the Shopify Partners plugin reads your apps' events through the Partner API and turns each shop that installs into a client, with its history, tags, plan details and a follow-up todo. - One client per shop, linked by shop ID so it's never duplicated - A timeline entry for every install, uninstall and charge - Notifications for new and returning clients From our research: [Two devices, one tag. Merging duplicates without a server](https://h2made.com/research/merging-duplicates-without-a-server), [Turning Shopify app installs into client relationships](https://h2made.com/research/shopify-installs-become-clients), [A free plan that never holds your data hostage](https://h2made.com/research/limits-that-only-stop-adding) *Illustration: Partner API events for a shop, an install, a subscription charge and a usage charge, turn into a client called Northwind Goods with Shopify and app tags, plan fields and a follow-up todo.* Each shop that installs becomes a client, with its events on the timeline. ## Also in Local CRM ### Every field your Contacts app has Contacts in Local CRM have the same fields, labels, name order and address formats as the Contacts app on your iPhone and Mac, so nothing gets lost on the way in. - Import everyone from Contacts, or only the people you pick with iOS 18 limited access - Local CRM reads your Contacts app and never writes to it - Share any contact as a vCard From our research: [Why “jose” should find José, and where that stops working](https://h2made.com/research/finding-names-in-any-spelling) ### Notes, tags and the people around them Keep Markdown notes on anyone, group contacts with colored tags, and link related people, such as a client's assistant or whoever introduced you. - Notes are written in Markdown - Colored tags for groups, stages and anything else you sort by - Related people link two contacts in both directions ### Today, at a glance Home shows what's due today and over the next seven days, upcoming birthdays, and the contacts and todos you worked on most recently. - Today's todos and the next 7 days - Upcoming birthdays - Recent contacts and todos, newest first ### Careful by default Every delete asks first and says what's kept. Colors meet WCAG contrast in light, dark and Increase Contrast. Text follows Dynamic Type on iPhone and iPad. - Confirmations that name what's deleted and what's kept - Contrast checked in every appearance - In English, French, German and Spanish From our research: [What a delete confirmation should say](https://h2made.com/research/what-a-delete-confirmation-should-say) ## Plans Free No cost, no time limit Every feature except Insights. - Up to 20 contacts and companies - 1 Shopify app, 1 Partner organization - Up to 20 active Shopify shops - iCloud sync across your devices Pro Monthly, yearly or a one-time Lifetime purchase No limits, and Insights. Priced in your currency by the App Store. - Unlimited contacts and companies - Unlimited Shopify apps, organizations and shops - Insights: who's gone quiet, who to reconnect with - One purchase for iPhone, iPad and Mac As you get close to a limit, Local CRM shows how much room is left, and it only offers Pro once you reach it. If Pro ends, nothing is deleted or locked. [Why we built the limits that way](https://h2made.com/research/limits-that-only-stop-adding). ## Requirements **iPhone** iOS 18.0 or later **iPad** iPadOS 18.0 or later **Mac** macOS 15.0 or later **Languages** English, French, German, Spanish **Purchases** Pro bought on one device works on your others with the same Apple Account **Account** None needed. There's no Local CRM account to create. ## Questions ### Where is my Local CRM data stored? On your device. With iCloud sync on, as it is by default, it's also kept in the private database of your iCloud account, so your other devices can sync with it. There is no Local CRM server, and h2made never receives your contacts, notes or history. ### How do I keep my iPhone, iPad and Mac in sync? Sign in to the same Apple Account on each of them. iCloud sync is on by default for new installs, so those devices share contacts, notes, todos, tags and plugin settings through your private iCloud database, which h2made can't access. You can turn it off on any device in Settings → iCloud; the change takes effect when you restart Local CRM. ### Does Local CRM work without an internet connection? Yes. Everything is stored on your device, so contacts, notes, todos, the timeline and search all work offline. With iCloud sync on, changes you make offline sync when you're back online. Loading the map, syncing the Shopify plugin and buying Pro need a connection. ### Which devices does Local CRM run on? iPhone and iPad with iOS or iPadOS 18.0 or later, and Mac with macOS 15.0 or later. It's one app across all three, so buying Pro on one device unlocks it on the others signed in to the same Apple Account. ### Can I import my existing contacts? Yes. Local CRM imports from the Contacts app: everyone, or only the people you allow with iOS 18's limited access. It reads your Contacts and never writes to them, so your address book stays as it is. Notes stored in the Contacts app aren't imported, because reading them needs a permission Apple only grants on request. ### Can Local CRM scan business cards? Yes. Choose Capture Contact from the + menu, or press ⌥⌘N with a keyboard, and scan the front and back of a card with your iPhone or iPad. You can also pick a photo or screenshot, paste an email signature or a conversation, or drop in a vCard; on a Mac, take the photo with your iPhone through Continuity Camera. Local CRM fills in a contact for you to check before saving, and links it to the company or Shopify merchant whose website or email domain it found. If the email address or phone number matches someone you already have, the new details are added to that contact and nothing there is replaced. With Apple Intelligence on iOS, iPadOS or macOS 27, Local CRM also writes a note about a conversation and a follow-up todo for anything left open. On earlier versions, or with Apple Intelligence off, it finds the emails, phone numbers, websites and addresses, and you check the name, job title and company. Capture Contact works on the Free plan too. [How the scan stays on your device](https://h2made.com/faq#scan-on-device). ### Does the scan leave my device? No. Local CRM reads the card, screenshot or text on your device, with Apple's on-device text recognition and, where it's available, the on-device Apple Intelligence model. It never uses Private Cloud Compute, nothing is sent to h2made, and the camera is used only for scanning. The images and text aren't kept. Once you save, only the contact, note and todo you checked are stored, and with iCloud sync on they sync through your private iCloud database like everything else. Crash reports never include anything you capture. ### Is there a free trial of Pro? No. The Free plan is the way to try Local CRM: it has every feature except Insights, for as long as you like. ### What happens to my data if Pro ends? Nothing is deleted or locked. Limits only stop you from adding more: everything you have stays readable, searchable, editable and syncing, and you can still share contacts as vCards. [How the limits work](https://h2made.com/research/limits-that-only-stop-adding). ## Local CRM is coming to the App Store