Individual CRM for independent professionals
Harpiyo CRM is designed for people who manage their own clients, customers and professional relationships — without needing the complexity of a CRM built around a large sales team.
Built for people who manage relationships themselves
Harpiyo CRM is designed around an individual way of working. Instead of assuming that you have a sales department, CRM administrator or large team, it gives you a straightforward place to keep professional contacts, notes, activities, follow-ups and related documents organised.
Whether you work as a consultant, freelancer, sole trader, solopreneur or another type of independent professional, the core problem is often the same: you need to remember who people are, what has happened before and what needs to happen next.
You manage the relationships yourself
Keep important contact information, notes and activity history together without relying on a separate sales team or CRM administrator.
You need context, not a sales machine
Keep the information around each professional relationship easy to find so you can quickly understand what happened before and what needs attention next.
You want something straightforward
Stay organised without adopting the setup, administration and workflow of a large enterprise CRM platform.
CRM for freelancers
When you manage clients yourself, important information can quickly become spread across spreadsheets, notes, folders and reminders.
Harpiyo CRM gives freelancers one Windows application for keeping client contact details, notes, activities, follow-ups and related documents organised.
Keep client details together
Record notes from conversations
Keep follow-ups and activities visible
Associate relevant documents with contacts
Create contacts quickly without completing a large mandatory form
CRM for sole traders and self-employed professionals
Running a business yourself often means managing customer relationships as well as doing the actual work. Harpiyo CRM provides a straightforward way to keep customer and professional contact information organised without introducing software designed around a large team.
Designed for individual use
Windows desktop workflow
CRM data stored locally
No complicated team setup
One-time purchase model
CRM for solopreneurs and one-person businesses
Harpiyo CRM suits one-person businesses that need more structure than a spreadsheet or address book but do not need a large collaborative sales platform.
Keep contacts, notes, activities, reminders and documents together while maintaining a CRM workflow designed around one person.
CRM for independent consultants
Consultants often manage longer-running professional relationships involving conversations, follow-ups, client organisations, individual contacts and supporting documents.
Harpiyo CRM provides a focused place to keep that information organised without requiring a team-focused CRM.
Harpiyo CRM may be a good fit if...
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You manage your own client contacts
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You prefer Windows desktop software
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You need to keep track of follow-ups
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You want your CRM data on your own PC
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You have outgrown a basic spreadsheet
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You want everyday CRM work to be offline
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You want notes and files linked to contacts
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You prefer a one-time purchase
When Harpiyo CRM may not be the right fit
Harpiyo CRM is designed primarily for individual use. If your organisation needs multiple users working simultaneously in the same CRM, shared enterprise sales pipelines, extensive team administration or real-time collaborative CRM workflows, a larger cloud-based CRM platform may be more appropriate.
Ready to get organised?
Coming soon to Microsoft StoreAvailable for Windows through Microsoft Store