Priv Contacts and companies
People and the companies they belong to, with notes typed in thirty seconds while the call is fresh. Custom details, a working search, and archiving instead of deleting — history survives the cleanup.
Priv Life CRMFor consultants, contractors, tutors, salons, trainers — and the organizations already hereKnow your customers.
Know your customers.
Don't be the product.
Contacts and companies with notes, reminders and the whole story in one place. Deals moving through a pipeline you shaped, with won and lost recorded honestly. The customer layer the rest of Priv Life's business apps build on — held by a company with no advertising business.
Sign in with your Priv Life account to reach the app.
- A lead is just an early-stage deal
- Customer data only your team sees
- Your exit stays open — full CSV export
Priv Life CRMWorkflow example
Pipeline — Sales
Sample board
- Kitchen remodel · the NguyensProposal — $12,400 · reminder: call ThursdayProposal
- Fall cleanup contract · Maple HOAQualified — $3,800 · note: board meets on the 4thQualified
- Weekly lessons · P. AlvarezContacted — met at the rec fairContacted
- Bathroom tile · returning customerWon last week — $5,150Won
Won and lost are outcomes on the card — never stages you have to invent.
One Priv Life account. No ad business behind it.
Built around the relationshipThe whole story,
The whole story,
on one record.
Notes, deals and reminders hang off the contact — so the next call starts where the last one ended.
A pipeline you shaped
Stages are yours to name and reorder; the starter four are one click. Every deal carries its value, its people and its owner, and the board totals each column so the quarter is visible at a glance.
Reminders that are yours
"Call them Tuesday" — attached to the person, due when you said, visible to you alone. The reminders list is the day's short version of the whole CRM.
How it works
Three habits, one memory.
Put people in
Add contacts as you meet them, companies as they matter. Other Priv Life business apps will feed this list as they ship.
Work the board
Open an opportunity when there's real interest, move it as it moves, and record won or lost with the reason.
Write it down
A note after every conversation, a reminder for every promise. The record does the remembering.
Privacy, in practice
Your customer list is a trade secret.
We treat it like one. Customer records are visible only to the people in your business you've given CRM access — never to your whole roster, never to other organizations, and never to us as anything but encrypted rows we host. No ads, no profiling, no data sales; the export takes everything with you whenever you want it.
Read the full privacy policy →
You are not our product. Our apps are.
Before you start
A few useful answers.
Questions before you start?
Contact Priv Life to confirm current pricing and whether CRM fits what you need.
Ask about CRMWhere are the leads?
A lead is an opportunity in an early stage — one board, not two lists. "Qualifying a lead" is moving its card, and nothing gets retyped when interest turns real.
Who can see customer data?
Only people given CRM access — Manager and above by default. It is never open to your whole membership or staff list, and reminders are personal: nobody browses anyone else's.
Does it send email?
Not yet. Reminders live in the app; email nudges arrive when your organization connects an email provider, and the privacy policy says plainly what is connected today.
Can I import my spreadsheet?
CSV import is next on CRM's list, with a preview step and update-by-email so nothing duplicates. Until then, adding a contact takes four fields.
What else is in the suite?
Schedule (booking), Projects, Time (timesheets and billable hours), Invoice (estimates, pay links and expenses), and Events — all live on this same customer layer. See Priv Life for business.
Start the customer record
your business will run on.
Sign in with your Priv Life account to reach the app.