Caracal CRM

Caracal CRM

Sign in to your account

Name

Email Password

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New accounts need admin approval before first sign-in.

Users

Manage who can sign in

People sign up themselves on the login page and appear here as PENDING. Click Approve to let someone in, View to see their data (read-only), or Disable to revoke access.

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👁 Viewing 's data — read-only

Caracal CRM

Caracal CRM

💾 Local

Pipeline

Service:

Priority:

All

High

Medium

Low

Activity:

All

Today

Country:

Follow-up alerts — contact today 0

Overdue:

All

1+

3+

7+

14+

Country:

Followed up

When should you follow up again with ?

Follow-up date

Alarm time

Note (optional)

—

—

Full Name

Service

Priority

Tags

Pipeline Stage

Patient ID

Phone — add as many numbers as you need

Payment

💳 Deposit — recorded when the patient is in the Deal phase (deposit paid / ticket sent).

€

✅ Sold (final) — recorded when the patient arrived & fully paid for the treatment.

€

Estimated Arrival Date

Last Follow-Up

Notes

Pin an exact callback date & time requested by the patient (e.g. "call me back Thursday at 3pm"). It will surface automatically in Today's Agenda.

Callback Date

Callback Time

Note (optional)

Activity Log

New Patient

Add to pipeline

Patient ID (L-number)

Full Name

Service

Stage

Priority

Phone — add as many numbers as you need

Estimated Arrival Date

Notes

🔐

Caracal CRM

Enter your password to unlock this file

Password is stored in your data file — never in the browser

Settings

Customize your CRM

Your Profile

Display Name

User ID / Code

Change Password

Theme

Custom Accent Color

Accent color

Follow-up Reminders (days)

Set 0 to disable reminders for a stage.

Services

Rename, recolor, or remove any service. Changes apply everywhere.

Pipeline Stages

Rename, recolor, hide, or remove any stage.

🔒 Password Lock

When enabled, a password is required every time the CRM is opened. Your data stays encrypted in the browser.

New Password

Confirm Password

Data

Permanently delete all contacts. This cannot be undone.

Today's Agenda

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Callbacks Due Today 0

Overdue Patients 0

Appointments Today 0

Appointment Calendar

Scheduled visits & follow-ups

June 2026

Earnings

Deposits & completed sales, by month

€ EUR

Today

Who to contact right now

0 selected