Dealwright — Local-First CRM in React and TypeScript

Dealwright is a CRM for freelancers, studios and small teams that runs entirely in the browser. There is no backend to host, no database to run and no account to create: upload one folder to any static host and it works, with records saved in the browser on the device that uses it.

The pipeline is a board of your deal stages. Drag deals between stages — or use the menu on each card — and see each stage's total, its weighted value and how long every deal has sat there. Marking a deal lost asks why, and the reasons show up in the reports. Each deal has its own page with a stage path, its activity, its tasks and an optional win probability that overrides the stage default.

Contacts and companies have timelines of calls, emails, meetings and notes, their deals and their tasks, and "last contacted" updates itself whenever a call, email or meeting is logged. Leads carry a status, source, fit score and estimated value, and convert in one step into a contact, a company and a deal, keeping their activity. Tasks have due dates, times, priorities, owners and related records, grouped into overdue, today, tomorrow and later, and a month calendar shows tasks and meetings together.

Reports are calculated from your records, never filled with placeholder figures: won value, win rate, average deal size, days to win, open and weighted pipeline, won and lost by month, results by owner, lead-source conversion and lost reasons, for a period that follows your financial year. Where there isn't enough data to say something, the report says so rather than showing a number.

Automations handle routine follow-up: when a deal is won, create a kickoff task and tag it; when a lead arrives, assign a first-contact task. There are eight triggers and four actions, a plain-English description of every rule, and a log of every change a rule made. Email templates fill in names, company and deal, then open in your own email app to send, and can log the email on the timeline.

Your data stays yours. Full JSON backups restore in any browser, CSV import matches columns from spreadsheets and other CRMs, and contacts, companies, deals, leads and tasks export to CSV. Tasks and meetings export to an .ics calendar file.

It is honest about what it is. Data lives in one browser: it does not sync between devices or people, there are no logins, and keeping backups is the owner's job — Settings says so, shows when the last backup was taken, and can ask the browser to protect the data from automatic clean-up. It doesn't send email or sync calendars, and automations run while the app is open, when a change is saved.

Under the hood it is React 19, TypeScript and Tailwind CSS 4, with every business rule — probabilities, reports, automation logic, CSV and calendar handling — in plain, unit-tested functions, and every write going through one repository file. That makes it straightforward to rebrand (one config file for the name, storage key and accent colours), to extend, or to put behind your own server: the documentation includes a guide to exactly which two files change. It works on phones and desktops, in light and dark mode, and from the keyboard.

The live demo is the built app, loaded with a sample design studio's workspace. Every screen and feature is there; the demo keeps its data in memory so each visitor starts fresh, and downloads are switched off inside the preview frame.