Fundraising CRM - Offline Reminders (MVP)
IndexedDB + Dashboard Today + export .ics (Outlook)
Today
Companies
Events
Reports
Import/Export
Settings
+ Company
Backup JSON
Export .ics (today)
Dashboard Today
0
open tasks
0
overdue
0
due today
Search tasks (company / note)
Filter
All open
Due today
Overdue
Next 7 days
Quick
Mark all due today done
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
All
Prospect
Contactat
In discutii
Propunere trimisa
Negociere
Castigat
Pierdut
Nurture
Priority
All
A
B
C
(blank)
Events (CRM)
+ Event
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)
Run
Contracts: sponsorship vs services
counts + sums
MVP note: requires logging activities type "Contract signed" with contractType field (coming next patch).
Next: conversion per event + sums (requires linking companies to events and adding estimated/closed values).
Import / Export
offline, one-time Excel import via CSV (recommended)
One-time import (CSV)
export your Excel as CSV, then import here
REPLACE all data
MERGE by company name
Import CSV
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
Export backup
Excel-compatible (.xls) + CSV + JSON
Export Companies CSV
Export Contacts CSV
Export Activities CSV
Export Tasks CSV
Export Companies .xls
Export Contacts .xls
Backup 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)
Save settings
Delete ALL data (danger)