Pipeline keeps every lead, contact, and interaction on this device only — nothing is sent anywhere. All data lives in your browser's local storage under the key webinstant_crm_data.

Add a lead — click "New lead" in the top bar, fill in the fields, and save. Only the full name is required.

Log an interaction — open a lead's detail view and use the timeline box to add a call, email, meeting, note, or task. Mark "needs follow-up" to surface it on the dashboard.

Search & filter — the top search box matches name, company, email, and notes. Use the status chips or the sidebar quick filters to narrow the list further.

Bulk actions — tick the checkboxes on the leads table, then update status or delete several leads at once from the bar that appears.

Back up your data — use "Export data" to download a JSON snapshot, and "Import data" to restore it (or move it to another computer).

Lock the screen — set a PIN under the lock icon; the app auto-locks after 5 minutes idle.

Shortcuts — / focus search, N new lead, Esc close dialogs.