Manage client relationships and track interactions effectively with a lightweight, privacy-first CRM solution.
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The Client Portal is a lightweight Model Context Protocol (MCP) server designed for streamlined client relationship management (CRM). It's an ideal solution for freelancers, small businesses, and consultants seeking simple yet powerful client tracking without the complexity of traditional CRM systems. With features like comprehensive client management, interaction logging, and robust search capabilities, it helps users keep all client data organized and accessible, all stored locally for maximum privacy and zero configuration.
主要功能
01Advanced Search (Find clients by name, company, email, or tags)
02Tagging System (Organize clients with custom tags and monitor status)
030 GitHub stars
04Notes & Interaction Tracking (Track meetings, calls, emails, and conversations)
05Client Management (Add, update, and organize client information)
06Local Storage & Zero Configuration (Simple JSON-based storage without a database, privacy-first)
使用案例
01Consultants organizing client information and project notes for easy access.
02Small businesses managing customer relationships and interaction logs.
03Freelancers tracking their clients, projects, and communication history.
