Fundraising CRM - Offline Reminders (MVP)

IndexedDB + Dashboard Today + export .ics (Outlook)

Today

Companies

Events

Reports

Import/Export

Settings

Dashboard Today

0 open tasks 0 overdue 0 due today

Search tasks (company / note)

Filter

Quick

Weekly target Prim Contact / week

Target: 10 This week: 0

This counts activities of type "Prim Contact" logged in the current week.

Companies

Total: 0 Need follow-up: 0

Search company / contact / introduced by

Status

Priority

Events (CRM)

MVP: you can add events, then link companies to events later in Company view.

Reports (MVP) built from Activities + Pipeline

Who replied / who did not based on last activity

No-reply threshold (days)

Contracts: sponsorship vs services counts + sums

Log an activity of type "Contract signed" with Contract type + optional Amount EUR to populate this report.

Conversion + sums per event linked companies → contracts signed

Pipeline funnel per event counts by stage

Import / Export offline, one-time Excel import via CSV (recommended)

One-time import (CSV) export your Excel as CSV, then import here

Required headers (same as your Excel export): Nume companie, Account RM, Nume persoana contact, E-mail persoana de contact 1/2/3, Phone, Status, Proiect trimis, Follow up, Detalii

Creates tasks based on imported flags: Follow up = +3 days, Proiect trimis = +7 days. No duplicates.

Export backup Excel-compatible (.xls) + CSV + JSON

Note: Excel opens CSV and HTML-based .xls files without extra libraries.

Settings cadence + weekly target

Prim Contact cadence (days)

Follow-up default (days)

No reply follow-up (days)

Lost re-entry (days)

Weekly target (Prim Contact)

ICS reminder hour (0-23)

ICS reminder minute (0-59)