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CRMDirectory is a mobile-first B2B sales workspace for reviewing a pipeline, managing customer relationships, tracking deals, and following up on work. Its documented product scope includes an overview dashboard, searchable contacts, deal stages, tasks, and organization-scoped roles.
Product focus
- Contacts, deals, and task workflows in one sales workspace.
- Admin, Manager, and Sales Rep role model with organization and record-owner authorization.
- Cross-platform mobile delivery with a web preview.
The project documentation identifies production hosting, production customer data, and third-party CRM integrations as out of scope.
Key features
Sales overview
Summarize pipeline, contacts, and tasks due.
Contact management
Search and organize customer relationships.
Deal and task workflows
Track deal stages and follow-up work.
Access control
Scope role permissions to organizations and record ownership.
