⏳ Coming in v2.2 · Public Preview
☺ My Clients
CRM Lite — Track relationships, birthdays, follow-ups. The MFD's best friend.
Total Clients
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Once you start adding
Active SIPs
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Running today
Birthdays This Week
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Auto WhatsApp ready
Follow-ups Due
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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