# Priv Life CRM — contacts, companies and a pipeline for small businesses

> Contacts, companies, notes, reminders and opportunities moving through a pipeline you shaped. The customer layer under Priv Life for business — with no advertising business behind it.

Canonical page: https://priv-life.com/apps/crm

For consultants, contractors, tutors, salons, trainers — and the organizations already here

# 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.

[Open CRM](https://priv-life.com/crm/) [See how it works](#how-it-works)

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 

## The whole story, on one record.

Notes, deals and reminders hang off the contact — so the next call starts where the last one ended.

### 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.

### 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.



## 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. 

## 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 →](https://priv-life.com/privacy)

You are not our product. Our apps are.



## A few useful answers.

### Questions before you start?

Contact Priv Life to confirm current pricing and whether CRM fits what you need.

[Ask about CRM](mailto:support@priv-life.com?subject=Priv%20Life%20CRM%20inquiry)

**Where 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](https://priv-life.com/business) .



### The business suite starts here.

[For business](https://priv-life.com/business) [Members](https://priv-life.com/apps/members) [Board](https://priv-life.com/apps/board) 

## Start the customer record your business will run on.

Sign in with your Priv Life account to reach the app.

[Open CRM](https://priv-life.com/crm/)