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CRM

Rapport

A CRM for contacts, companies, deals and quotes — local-first, shared with your team.

Launch Rapport → Tutorials

Rapport is a customer relationship manager for small teams: contacts and companies with their relationships, deals in your own pipelines on a kanban board, calls, meetings, tasks and notes with reminders, and a timeline for every person, company and deal. Make quotes with EU VAT as PDF, write e-mails from templates, find duplicates, import CSV and vCard files and keep GDPR records. It works in your browser without an account, and with Teamspaces your team shares one CRM, with private deals per person if you like.

Free · runs in your browser · no sign-up · Version 1.0.0

Rapport deal pipeline as a kanban board with Lead, Qualified, Proposal and Negotiation columns, deal values, weighted totals and owners

Screenshots

Features

  • Contacts and companies

    People with job titles, phones, addresses and tags, companies with domains and industries, and relationships such as “reports to”, “parent of” or “partner”.

  • Pipelines you design

    As many pipelines as you need, each with its own stages and probabilities. Move deals on the kanban board by drag and drop or by keyboard.

  • List and table views

    Every contact, company and deal in a sortable table with the columns you need, quick search and bulk tagging.

  • Activities and reminders

    Calls, meetings, tasks, notes and e-mails with due dates. Rapport reminds you in the app when something is due or overdue.

  • A timeline for everything

    Each contact, company and deal shows its history: activities, stage changes, quotes and when it was created.

  • Products and quotes

    A product list, quotes with line items and discounts, VAT per EU country with reverse charge, and a PDF you can send.

  • E-mail templates

    Templates with merge fields such as {{contact.firstName}}. Copy the text or open it in your own mail program — Rapport never sends e-mail.

  • Segments and custom fields

    Save filters like “decision makers with marketing consent” and add your own text, number, date, choice or yes/no fields.

  • Duplicate detection and merge

    Finds the same person by e-mail, phone or a very similar name at the same company, and merges them with all their deals and activities.

  • CSV and vCard import and export

    Import contacts, companies and deals from CSV with column mapping — including HubSpot and Pipedrive exports — and vCards from your phone.

  • Dashboards and forecast

    Pipeline value per stage, weighted forecast per month, win rate, sales cycle and activities per person, each chart with a table.

  • GDPR helpers

    Lawful basis and consent per contact, export of everything about one person, erasure by anonymisation and retention reminders.

  • Teamspaces from day one

    Share one CRM with your workspace: members edit, viewers read. Optionally members see only their own deals — enforced by the server.

  • Hand over to Trackwell and Timeslice

    Turn a customer request into a Trackwell issue, or log time for a client in Timeslice, with one click.

  • Local-first, no account needed

    Without signing in, your CRM autosaves in this browser with files, undo and redo. Back it up with Bundlekeep.

  • API and MCP tools

    Three tools convert vCards, forecast a pipeline from a deals CSV and find duplicate contacts — the same engine as the app.

Templates

Start from a ready-made project and change it to fit.

  • Agency new business

    A design studio with 12 contacts at 8 companies, deals in every stage, overdue tasks, two quotes with EU VAT and reverse charge, segments and custom fields.

    Open in app: Agency new business →

  • SaaS sales team

    Two pipelines (new business and renewals) in US dollars, seats as a custom field, private deals per salesperson and a quote for a Canadian customer.

    Open in app: SaaS sales team →

  • Freelancer

    A one-person design studio in Vienna: three clients, a short job pipeline and an open quote with Austrian VAT.

    Open in app: Freelancer →

  • Fundraising

    A food bank’s major-gift pipeline in pounds: donors, trusts and companies, pledges and consent for updates.

    Open in app: Fundraising →

  • Empty CRM

    One sales pipeline with six stages and two e-mail templates — add your own contacts or import a CSV or vCard file.

    Open in app: Empty CRM →

Built-in tools

Rapport uses these tools. Each one also has its own page and works on its own, in the browser, through the JSON API and through MCP.

For AI agents

Rapport runs on a deterministic engine. The same functions are available as tools with a JSON API and MCP, so scripts and AI agents get exactly the results the app shows.

  • Rapport vCard Converter – Convert vCards (.vcf) to a contacts CSV and back: vCard 2.1, 3.0 and 4.0.
    Tool page · POST https://rapport.usefulweb.app/api/v1/tools/rapport-vcard-convert/calculate · MCP rapport_vcard_convert
  • Rapport Pipeline Forecast – Weighted sales forecast, pipeline per stage, win rate and sales cycle from a deals CSV.
    Tool page · POST https://rapport.usefulweb.app/api/v1/tools/rapport-pipeline-forecast/calculate · MCP rapport_pipeline_forecast
  • Rapport Contact Deduplicator – Find duplicate contacts in a CSV (same e-mail, phone or similar name) and merge them.
    Tool page · POST https://rapport.usefulweb.app/api/v1/tools/rapport-csv-dedupe/calculate · MCP rapport_csv_dedupe

Build a project through the API, then open it in the app with a link to https://rapport.usefulweb.app/app#project=<base64url JSON>.

Import & export

Import

  • Rapport CRM (.rapport.json)
  • CSV with column mapping (contacts, companies, deals)
  • HubSpot and Pipedrive CSV exports
  • vCard 2.1, 3.0 and 4.0 (.vcf)
  • Teamspaces documents (shared CRMs)

Export

  • Rapport CRM (.rapport.json)
  • Contacts, companies and deals as CSV
  • vCard 4.0 (.vcf)
  • Quotes as PDF
  • One person’s data as JSON (GDPR Art. 15)
  • Charts as SVG

Keyboard shortcuts

Keyboard shortcuts in Rapport
KeysAction
NNew contact, company, deal or activity (depends on the view)
/Search in the current view
1 / 2 / 3 / 4 / 5 / 6 / 7Deals, contacts, companies, activities, quotes, dashboard or segments view
J / KNext / previous row or card
EnterOpen the focused record
Shift + Arrow left / rightMove the focused deal card to the previous / next stage
Ctrl + ZUndo
Ctrl + Shift + ZRedo
Ctrl + SSave CRM file
?Show keyboard shortcuts (single-key shortcuts can be switched off there)

Frequently asked questions

Do I need an account?

No. Without signing in, Rapport keeps your CRM in this browser and you can save it as a file. Sign in with a passkey or Google only when you want to share it with your team.

Who sees what in a shared CRM?

Owners and admins see and manage everything. Members add and edit contacts, companies, deals and activities; viewers only read; guests see nothing. Turn on “Members see only their own deals” and each member’s deals live in their own document that the server shows only to them and the admins.

Can Rapport send e-mails?

No, on purpose. Templates fill in the merge fields; then you copy the text or open it in your own mail program with one click. Nothing is sent from our server.

How is VAT on quotes worked out?

With the standard rate of your country for domestic customers, reverse charge (0 %) for businesses with a VAT ID in another EU country, the customer’s country rate for EU consumers (One-Stop Shop) and no VAT for customers outside the EU. You can set reduced rates per product or line. Check unusual cases with your tax adviser.

How do I move from HubSpot or Pipedrive?

Export your contacts, companies and deals as CSV there, then choose Import → CSV in Rapport. It recognises their column names, shows the mapping and a preview, and skips or updates duplicates as you choose.

What do the GDPR helpers do?

You record the lawful basis and marketing consent per contact, export everything stored about one person as a file (right of access), erase a person by anonymising them while the deal amounts stay in your numbers (right to erasure), and get a list of contacts to review after your retention period.

How big can a CRM get?

Up to 20,000 contacts, 5,000 companies and 10,000 deals. Shared CRMs are workspace documents of at most 2 MB each — the shared part and every member’s deal book are separate documents.

Limitations

What Rapport does not do (yet):

  • No e-mail sending, inbox sync or tracking: templates are copied or opened in your own mail program.
  • No calendar sync; reminders show inside the app while it is open (activities can be exported as CSV).
  • Quote VAT covers standard rates and the common EU rules; special schemes (margin scheme, small business exemptions) need a manual rate.
  • One currency per CRM; deals in other currencies must be converted before entry.
  • Live editing in a shared CRM merges record by record; when two people change the same record at the same time, you choose which version stays.
  • No automation rules, lead scoring or web forms yet.

Tutorials

Learn Rapport step by step.

  1. Your first CRM in five minutesOpen a Rapport template, find your way around deals, contacts and companies, add your first contact and see everything that happened with a person on the timeline.Beginner 5 min
  2. Deals, pipelines and the forecastMove deals through your own pipeline on the kanban board or by keyboard, switch to the table, set probabilities and expected close dates and read the weighted forecast on the dashboard.Beginner 7 min
  3. Activities, reminders and timelinesLog calls, plan meetings, add tasks and notes with due dates, let Rapport remind you in the app and follow each contact, company and deal on its timeline.Beginner 6 min
  4. Products, quotes and VATKeep a product list, build quotes with line items and discounts, let Rapport pick the right EU VAT rule (domestic, reverse charge, One-Stop Shop or export) and download the quote as PDF.Intermediate 7 min
  5. E-mail templates, segments and custom fieldsWrite e-mails from templates with merge fields and open them in your own mail program, save filters as segments, tag records in bulk and add your own fields to contacts, companies and deals.Intermediate 7 min
  6. Import, export and duplicatesMove from HubSpot, Pipedrive or a spreadsheet with CSV column mapping, import vCards from your phone, find and merge duplicate contacts and companies, and export everything again.Intermediate 8 min
  7. Privacy and the GDPR helpersRecord the lawful basis and marketing consent of every contact, answer a request for access with one export, erase a person by anonymisation and review old contacts after your retention period.Intermediate 6 min
  8. Share your CRM with your teamSave your CRM to a Teamspaces workspace, decide who edits and who only reads, keep each salesperson's deals private if you like, and hand customers over to Trackwell and Timeslice.Advanced 8 min

Ready to try it?

Launch Rapport →

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