Many small businesses and independent professionals need a reliable way to organize customers, prospects, companies, and business contacts, but do not require the extensive sales pipelines, team collaboration systems, integrations, and administrative features found in large CRM platforms.

EasyPDF™ CRM is designed for that simpler requirement. It provides a compact business-contact mini-database that runs inside the free Adobe Reader, allowing essential relationship information to remain together in one convenient desktop-based record.

Keep Essential Business Information Together

Each CRM record can maintain company and contact information together with business-oriented details such as title or role, profession or industry, phone numbers, email address, website, lead source, date entered, last contact, status, and notes or reminders. This makes it easier to review the information surrounding a business relationship without maintaining separate notes, spreadsheets, or online accounts.

Designed for Businesses That Prefer Simplicity

EasyPDF™ CRM is intended for the small business, consultant, independent professional, or other desktop user whose needs center on maintaining useful contact information and follow-up history rather than operating a full-scale sales-management platform.

• Manage customers, prospects, leads, companies, and business contacts
• Keep contact details and business relationship information in one record
• Run entirely offline in the free Adobe Reader
• Avoid cloud storage, SaaS accounts, and recurring subscription fees
• Use a compact JavaScript-enhanced PDF mini-database rather than a conventional CRM platform

Return to the EasyPDF™ CRM Contact Manager page