A full offline CRM
Companies, contacts, a six-stage sales pipeline, a cross-company activity timeline and tasks - plus a client health score that blends schedule, satisfaction and contact recency, so a relationship drifting off-track shows up before it becomes a lost contract.
Companies - urgency-grouped cards, or switch to a sortable table
Contacts - every person across every company account
Pipeline - a six-stage Kanban board with live value and win rate
Activity - one cross-company timeline for every conversation
Tasks - every follow-up, linked back to a company or deal
Reports - pipeline, health and activity trends, no subscription
Every company gets its own record page: industry, tags, custom fields, notes, every linked contact, every deal and a full activity timeline - one click away, whether you're browsing the urgency-grouped card view or a full sortable table.
Every company gets a 0-100 health score blending three signals: how on-schedule their next recurring visit is, their average satisfaction rating, and how recently they were contacted - so a quietly drifting relationship surfaces before it's lost.
The Pipeline tab is a Kanban board - New, Qualified, Proposal, Negotiation, Won, Lost - with live pipeline value and win-rate stats. Every deal links back to a company and, optionally, a specific contact.
Calls, emails, meetings, notes and visits all log to a single cross-company timeline. Visits carry a satisfaction rating and a follow-up flag and feed straight into the health score.
Every follow-up gets a due date, a priority and an optional link back to the company or deal it belongs to - with overdue, due-today and due-this-week counts always visible.
Pipeline value by stage, a win-rate donut, a health-score distribution and 8 weeks of activity volume - built entirely from your own local data, no cloud dashboard or monthly reporting fee.
A command-palette-style search finds companies, contacts, deals and tasks at once and jumps straight to the record - no hunting through tabs to find who you're looking for.
Add arbitrary custom fields per company, tag and filter freely, and export companies, contacts or deals to CSV at any time. Light/dark theme and realistic sample data are included from the start.
HubSpot's free CRM tier is the most common starting point for small-business CRM software. Here's how a one-off, fully offline desktop tool compares.
| Feature | Client Relationship Manager | HubSpot (Free CRM) |
|---|---|---|
| Pricing model | £14.99 one-off after a 24-hour trial | Free tier available; paid tiers from ~$15-20/seat/month for automation and reporting |
| Companies, contacts and a sales pipeline | ✓ | ✓ |
| Client health score (schedule + satisfaction + contact recency) | ✓ | ✕ |
| Automatic recurring visit scheduling per company | ✓ | ✕ |
| Marketing email automation and landing pages | ✕ | ✓ (paid tiers) |
| Works fully offline, no account data leaves your machine | ✓ | ✕ |
| One account across a whole app portfolio | ✓ | ✕ |
Comparison based on HubSpot's publicly listed pricing and features as of August 2026 (hubspot.com) - pricing and features change over time, so check hubspot.com for current details. HubSpot is a trademark of its respective owner; this comparison is for informational purposes and isn't sponsored by or affiliated with HubSpot.
It blends three things: how on-schedule a company's next recurring visit is (overdue companies score lower, the longer overdue the lower), the average satisfaction rating from logged visits, and how recently the company was contacted across any activity type - a call, email, meeting, note or visit. A company that's overdue, unrated and hasn't been contacted in months will score low even if nothing has technically gone wrong yet - it's an early-warning signal, not just a due-date list.
Client Relationship Manager is the fuller CRM of the two: companies, contacts, a sales pipeline, activity timeline and tasks, plus the health score. Customer Contact Book remains a lighter-weight standalone contact book for people who just want contacts, opportunities and follow-ups without the full pipeline and reporting layer. Use whichever fits how much CRM you actually need.
Yes - the Pipeline tab is a six-stage Kanban board (New, Qualified, Proposal, Negotiation, Won, Lost). Each column totals its open value, and the tab shows overall pipeline value and win rate. Deals move between stages using inline move buttons rather than drag-and-drop, which is more reliable inside the app's WebView2-based interface.
Yes. Each company has its own visit frequency (weekly, fortnightly, monthly, quarterly, twice a year or annual), independent of every other company, set when the company is created and editable at any time.
Press Ctrl+K (or Cmd+K on a Mac keyboard) anywhere in the app to search companies, contacts, deals and tasks at once. Selecting a result jumps straight to the right tab and opens the record.
Yes - Client Relationship Manager uses the same shared Metre2 account as Vector, Forma and every other Keystone app. Sign in once and it works everywhere.