MFDTools
v2 · Clients
Dashboard
⏳ Coming in v2.2 · Public Preview

☺ My Clients

CRM Lite — Track relationships, birthdays, follow-ups. The MFD's best friend.
Total Clients
Once you start adding
Active SIPs
Running today
Birthdays This Week
Auto WhatsApp ready
Follow-ups Due
Don't lose touch
👥

Client database coming in v2.2

We're building a powerful, privacy-first client CRM with auto birthday WhatsApp, SIP anniversary reminders, follow-up tracker, and per-client report library. You'll be the first to use it.

🗺️ Clients Module — Roadmap

Database schema DONE

Customer table ready · Built for scale

Add / Edit / Delete v2.2

Manual entry + bulk Excel/CSV import

Birthday alerts v2.2

Auto WhatsApp with branded greeting

SIP anniversaries v2.3

Reach out on start date every year

Per-client report library v2.3

All reports you've shared, one click access

Follow-up tasks v2.4

Set reminders · Snooze · Mark complete