# Rapport

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

Rapport (CRM) is an app of usefulweb.app (https://usefulweb.app/): a full program that runs in the browser. Its engine is deterministic and the same functions are exposed as tools, so an agent can compute exactly what the app shows.

## Use it
- Landing page: https://rapport.usefulweb.app/
- Workspace (browser app): https://rapport.usefulweb.app/app - open a project with https://rapport.usefulweb.app/app#project=<base64url-encoded project JSON> or a template with https://rapport.usefulweb.app/app#template=<id>
- Project file format (JSON Schema): https://rapport.usefulweb.app/project.schema.json
- Tutorials: https://rapport.usefulweb.app/tutorials
- JSON API: POST https://rapport.usefulweb.app/api/v1/tools/<toolId>/calculate (catalog: https://rapport.usefulweb.app/api/v1/tools)
- OpenAPI: https://rapport.usefulweb.app/openapi.json
- MCP (Streamable HTTP): https://rapport.usefulweb.app/mcp

## Engine tools
- [Rapport vCard Converter](https://rapportvcardconvert.usefulweb.app/): Convert vCards (.vcf) to a contacts CSV and back: vCard 2.1, 3.0 and 4.0. Part of [Rapport](https://rapport.usefulweb.app/) (ownerApp: rapport). API: POST https://rapport.usefulweb.app/api/v1/tools/rapport-vcard-convert/calculate · MCP tool `rapport_vcard_convert`
- [Rapport Pipeline Forecast](https://rapportpipelineforecast.usefulweb.app/): Weighted sales forecast, pipeline per stage, win rate and sales cycle from a deals CSV. Part of [Rapport](https://rapport.usefulweb.app/) (ownerApp: rapport). API: POST https://rapport.usefulweb.app/api/v1/tools/rapport-pipeline-forecast/calculate · MCP tool `rapport_pipeline_forecast`
- [Rapport Contact Deduplicator](https://rapportcsvdedupe.usefulweb.app/): Find duplicate contacts in a CSV (same e-mail, phone or similar name) and merge them. Part of [Rapport](https://rapport.usefulweb.app/) (ownerApp: rapport). API: POST https://rapport.usefulweb.app/api/v1/tools/rapport-csv-dedupe/calculate · MCP tool `rapport_csv_dedupe`

## Formats
- 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

## Limits
- 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.