Developed By
Timeline Digital Solutions
For customized software or apps, contact Timeline Digital Solutions. We build practical business software, CRM systems, and tailored digital tools for real-world business operations.
About Timeline CRM
Timeline CRM was born from a simple idea: every business, no matter how small, deserves access to powerful customer relationship management tools without paying a fortune for cloud subscriptions. We set out to build a CRM that is free, private, and works entirely on your desktop. Here is the story of how and why we built it.
Making CRM Accessible to Every Business
Customer relationship management should not be a privilege reserved for companies with large software budgets. Small businesses, freelancers, solo entrepreneurs, and startups need the same organizational tools that enterprises take for granted. They need a way to track leads, manage customer information, follow up on deals, create professional invoices, and analyze their sales performance without spending hundreds of dollars per month on software subscriptions.
That is the core belief behind Timeline CRM. Our mission is to eliminate cost as a barrier to effective customer management. We believe that when small businesses have the right tools, they make better decisions, provide better service, and grow more sustainably. By offering a full-featured CRM application at no cost, we aim to level the playing field and give every business owner the ability to organize their operations professionally.
This mission extends beyond just removing the price tag. We also believe that businesses should own their data, work without dependency on internet connections, and operate without the anxiety of a subscription that could be cancelled or repriced at any time. Timeline CRM embodies all of these principles in a single, thoughtfully designed application.
Remove Cost Barriers
Provide professional CRM capabilities at zero cost, ensuring that budget constraints never prevent a business from organizing its customer relationships effectively.
Protect Data Privacy
Keep business data on the user's own machine, away from third-party servers, ensuring complete ownership and control over sensitive customer information.
Empower Small Business
Equip entrepreneurs and small teams with the same caliber of tools that larger organizations use, enabling them to compete more effectively in their markets.
Built by Timeline Digital Solutions
Timeline CRM is the flagship product of Timeline Digital Solutions, a software company dedicated to building practical, accessible, and high-quality business tools. We focus on creating software that solves real problems for real businesses without unnecessary complexity or inflated pricing. Our approach is straightforward: understand what businesses need, build it well, and make it available to everyone.
Practical Solutions
We build software that addresses genuine business needs rather than chasing trends. Every feature in our products exists because it delivers tangible value to users.
Quality Commitment
We take pride in building software that is reliable, efficient, and well-crafted. Our products are designed to work consistently and earn the trust of the businesses that depend on them.
Global Accessibility
Our software is designed for businesses everywhere. With offline capability and multi-currency support, Timeline CRM works for companies regardless of their location or connectivity.
The Problem
Most CRM software charges monthly per-user fees that quickly add up. A small business with just three team members can easily spend over a thousand dollars per year on CRM subscriptions alone. For many businesses, this cost is difficult to justify when they are just starting out or operating on tight margins.
The Frustration
Cloud CRMs also raise concerns about data privacy, internet dependency, and vendor lock-in. Businesses upload their most sensitive customer information to third-party servers, rely on continuous internet access to do basic work, and risk losing everything if they stop paying the subscription or the vendor shuts down.
Our Solution
We built Timeline CRM to address all of these issues at once. A desktop application that runs offline, stores data locally, costs nothing, and includes every feature a small business needs to manage its customer relationships and sales pipeline from beginning to end.
Why We Built Timeline CRM
The idea for Timeline CRM came from firsthand experience with the limitations of existing CRM options. We saw small businesses struggling with two extremes: either they could not afford the monthly subscriptions that cloud CRM platforms demanded, or they tried to manage customer relationships using spreadsheets and notebooks that quickly became unorganized and unreliable.
Neither option was acceptable. Spreadsheets lack the structure, automation, and reporting capabilities that a proper CRM provides. Cloud CRMs deliver those capabilities but at a financial cost that many small businesses cannot sustain, especially when compounded by per-user pricing models that penalize growing teams.
We saw an opportunity to build something better: a CRM that combines the power of enterprise tools with the simplicity and affordability that small businesses require. By choosing a desktop-first architecture with offline capability and local data storage, we were able to eliminate server costs, subscription models, and privacy concerns all at once. The result is Timeline CRM: a professional, full-featured CRM that every business can afford because it costs nothing at all.
The Technology Behind Timeline CRM
Timeline CRM is built on a modern, proven technology stack that delivers reliability, speed, and a polished user experience. Each technology was chosen for a specific reason, and together they enable the offline-first desktop experience that makes Timeline CRM unique.
Electron
Electron is the desktop application framework that makes Timeline CRM possible. Developed originally by GitHub, Electron allows developers to build cross-platform desktop applications using web technologies. It provides the native window management, file system access, and system integration that a desktop CRM requires. Electron is the same framework trusted by applications like Visual Studio Code, Slack, and Discord, proving its reliability for production software used by millions of people worldwide.
React
React powers the entire user interface of Timeline CRM. Created by Meta, React is the most widely used JavaScript library for building interactive user interfaces. It enables Timeline CRM to deliver a responsive, smooth experience where screen updates happen instantly as you interact with your data. The component-based architecture of React also means the application is well-structured and maintainable, allowing us to continue improving and adding features efficiently.
SQLite
SQLite is the database engine that stores all of your CRM data locally on your computer. It is the most widely deployed database in the world, embedded in smartphones, browsers, operating systems, and countless applications. SQLite requires no server process, no configuration, and no network connection. Your entire CRM database lives in a single file on your hard drive that you can back up by simply copying it. This design is what makes Timeline CRM fully offline and gives you complete ownership of your data.
What Makes Us Different
Timeline CRM takes a fundamentally different approach from traditional cloud-based CRM platforms. Here is how our philosophy compares to the industry standard.
| Aspect | Timeline CRM | Typical Cloud CRM |
|---|---|---|
| Pricing | Free forever, all features included | Monthly per-user subscription fees |
| Data Location | Stored locally on your own computer | Stored on third-party cloud servers |
| Internet Required | Works completely offline | Requires constant internet connection |
| Privacy | No data sharing, complete privacy | Data hosted on shared infrastructure |
| Vendor Lock-in | Your data, your file, no lock-in | Data access depends on active subscription |
| Account Required | No account, signup, or login needed | Requires account creation and login |
Contact Us
We welcome feedback, questions, feature suggestions, and general inquiries. Whether you need help with Timeline CRM, want to report a bug, or simply want to share your experience using the application, we would love to hear from you. Our team is committed to listening to our users and continuously improving the software based on real-world feedback.
Frequently Asked Questions
Common questions about Timeline CRM, our company, and our technology.
Who built Timeline CRM?
Timeline CRM is built by Timeline Digital Solutions, a software company focused on creating practical and accessible business tools. Our team is passionate about building software that solves real problems for small businesses and entrepreneurs. You can learn more about our company at www.timelinedigi.com.
Why is Timeline CRM free?
We believe every business deserves access to professional CRM tools regardless of their budget. Many small businesses cannot afford the monthly per-user fees that cloud CRM platforms charge, which forces them to rely on spreadsheets or go without proper customer management tools entirely. By making Timeline CRM free, we remove cost as a barrier and enable any business to operate more professionally and efficiently.
Is Timeline CRM open source?
Timeline CRM is a free proprietary application. While it is not open source, it is completely free to download and use with no restrictions on features, usage, or the number of installations. You receive the full application with every module and capability at no cost.
What technology is Timeline CRM built with?
Timeline CRM is built using three core technologies. Electron serves as the desktop application framework, providing native window management and system integration. React powers the user interface, delivering a responsive and interactive experience. SQLite is the database engine, storing all your data locally in a single file on your computer. This technology stack is proven, reliable, and used by some of the most popular applications in the world.
How can I contact Timeline Digital Solutions?
You can reach us via email at info@timelinedigi.com or visit our website at www.timelinedigi.com. We welcome feedback, feature suggestions, bug reports, and general inquiries. Our team reads every message and values the input of our users.
Will Timeline CRM always remain free?
Yes. The core Timeline CRM application and its full feature set will always be free. Our commitment to providing accessible CRM tools is central to our mission and will not change. We believe that making great business software accessible to everyone is the right thing to do, and that belief is not dependent on a pricing strategy.
Join Businesses Already Using Timeline CRM
Experience the CRM that was built with your needs in mind. Free, offline, private, and packed with every feature you need to manage your customers and grow your business. Download Timeline CRM and see the difference for yourself.
Version 1.0.0 • Windows 10/11 • 64-bit • Free forever
Every Feature You Need,
Zero Cost
Timeline CRM packs a complete suite of business management tools into one free desktop application. From lead capture to invoice generation, every module is designed to help small businesses operate more efficiently without paying for expensive cloud subscriptions.
Dashboard
The Dashboard is your command center. Every time you open Timeline CRM, you are greeted with a comprehensive overview of your business performance. Key metrics are displayed prominently so you can gauge the health of your sales pipeline, track revenue trends, and identify areas that need attention — all without clicking through multiple screens.
Visual charts and summary cards present your data in an easy-to-digest format. Whether you want to see how many new leads came in this week, what your total deal value looks like, or which tasks are overdue, the Dashboard surfaces that information instantly. It is the first thing you see and the fastest way to stay on top of your business.
- Real-time business metrics and KPI cards
- Sales pipeline distribution chart
- Recent activity feed and upcoming tasks
- Revenue and lead trend visualizations
Leads
The Leads module is where every potential customer relationship begins. Capture new leads with detailed contact information, company details, and source tracking. Each lead is placed into a structured seven-stage pipeline — New, Contacted, Qualified, Proposal, Negotiation, Won, and Lost — so you always know exactly where every prospect stands in your sales process.
As you work with each lead, you can log phone calls, record meeting notes, attach documents, and track every interaction. This complete history ensures that no context is lost when you follow up days or weeks later. The pipeline view gives you a visual representation of your entire lead funnel, making it easy to spot bottlenecks and prioritize your outreach efforts.
- Seven-stage pipeline: New, Contacted, Qualified, Proposal, Negotiation, Won, Lost
- Call logging with date, duration, and notes
- Lead source and priority tracking
- Convert leads to customers with one click
Customers
Your customers are the backbone of your business, and the Customers module helps you manage every relationship with care. Store comprehensive contact information, company details, billing addresses, and communication preferences in one organized record. When a lead is converted to a customer, all their history transfers automatically so nothing is lost in the transition.
Each customer profile acts as a hub connecting all related business data. Open any customer record and you can instantly view their associated deals, outstanding invoices, past quotations, and every note or interaction logged over time. This 360-degree view enables you to provide better service, anticipate needs, and build long-term relationships that drive repeat business.
- Complete contact and company profiles
- Full interaction and transaction history
- Linked deals, invoices, and quotations
- CSV export for customer data
Deals
The Deals module tracks every sales opportunity from first conversation to closed contract. Each deal is assigned a monetary value, an expected close date, and a probability percentage, giving you accurate revenue forecasting at all times. The six-stage pipeline — Prospect, Qualification, Proposal, Negotiation, Won, and Lost — provides a clear visual workflow that keeps your sales process structured and predictable.
Deals are linked to specific customers and can reference related quotations, making it easy to track the progression from initial quote to final agreement. You can add notes, update stages with a single click, and monitor your weighted pipeline value to understand projected revenue. For business owners who need clarity on what money is coming in and when, the Deals module delivers that visibility.
- Six-stage pipeline: Prospect, Qualification, Proposal, Negotiation, Won, Lost
- Deal value, probability, and expected close date
- Revenue forecasting with weighted pipeline
- Linked to customers and quotations
Tasks
Staying organized is essential when you are managing multiple leads and deals simultaneously. The Tasks module gives you a straightforward way to create, prioritize, and track action items that keep your business moving forward. Each task can include a title, description, due date, priority level, and status, making it easy to see what needs attention right now.
Tasks can be linked to specific leads, customers, or deals, providing context about why the task exists and what it relates to. Whether you need to follow up with a prospect, prepare a proposal, or review an invoice, the Tasks module ensures nothing slips through the cracks. Overdue tasks are highlighted on the Dashboard so you can take action before opportunities are missed.
- Create tasks with due dates and priority levels
- Link tasks to leads, customers, or deals
- Status tracking: pending, in progress, completed
- Overdue task alerts on the Dashboard
Products
The Products module serves as your centralized catalog for everything your business sells, whether physical products, services, or subscription packages. Each product entry includes a name, description, unit price, and category, allowing you to build a well-organized inventory that feeds directly into your quotations and invoices.
Having a product catalog eliminates the repetitive task of manually entering item details every time you create a new quotation or invoice. Simply select products from your catalog, specify quantities, and the system handles the rest — including price calculations and line item formatting. This saves time, reduces errors, and ensures consistency across all your business documents.
- Centralized product and service catalog
- Name, description, price, and category fields
- Direct integration with quotations and invoices
- Unlimited product entries
Quotations
When a prospect is ready to hear your pricing, the Quotations module helps you respond quickly with a professional, branded document. Create quotations by selecting a customer, adding line items from your product catalog, adjusting quantities and pricing as needed, and generating a polished PDF in seconds. Auto-numbering ensures every quotation has a unique reference number for easy tracking.
Each quotation records the creation date, validity period, total amount, and current status. You can track whether a quote is pending, accepted, or rejected, giving you clear visibility into your conversion rates. Quotations can be linked to specific deals, so when a prospect accepts your quote, you can update the deal stage and move seamlessly toward closing the sale.
- Professional PDF quotation generation
- Auto-numbering with customizable prefix
- Line items from product catalog with quantity and pricing
- Status tracking: pending, accepted, rejected
Invoices
The Invoices module streamlines your billing workflow from creation to payment tracking. Generate detailed invoices with line items pulled from your product catalog, automatic tax calculations based on your configured rates, and professional formatting that represents your business well. Every invoice receives a unique auto-generated number for organized record keeping.
Track the payment status of each invoice — whether it is unpaid, partially paid, or fully settled — so you always know where your receivables stand. Export invoices as PDF documents to share with customers via email or print. The invoicing module works hand-in-hand with your customer and deal records, keeping your financial data connected to the rest of your business operations.
- PDF invoice generation with professional formatting
- Automatic tax calculations
- Payment status tracking: unpaid, partial, paid
- Auto-numbering with customizable prefix
Reports
Data-driven decisions lead to better outcomes, and the Reports module gives you the insights you need without requiring a data analyst. Generate reports on sales performance, lead conversion rates, revenue trends, and pipeline health. Each report presents your data in clear, readable formats that help you understand what is working and what needs improvement.
Reports can be exported as CSV files for further analysis in spreadsheet applications or for sharing with business partners and accountants. Whether you need a monthly sales summary, a breakdown of deals by stage, or an overview of your lead sources, the Reports module produces the numbers you need to steer your business confidently.
- Sales performance and revenue reports
- Lead conversion and pipeline analysis
- CSV export for external analysis
- Visual charts and data summaries
Settings
Every business has unique requirements, and the Settings module lets you tailor Timeline CRM to match yours. Configure your company name, logo, address, and contact details so that all generated documents — quotations and invoices — carry your branding. Set your preferred currency, tax rates, and country-based formatting to ensure financial calculations and number formats are correct for your region.
Customize auto-numbering prefixes for quotations and invoices to match your existing document numbering scheme. Adjust date formats, language preferences, and other display options to create a workspace that feels familiar and efficient. The Settings module is designed to be configured once and then work seamlessly in the background as you use every other module.
- Company profile and branding configuration
- Currency, tax, and country-based settings
- Auto-numbering prefix customization
- Date format and display preferences
Offline & Secure
Privacy and data ownership are fundamental principles of Timeline CRM. Unlike cloud-based CRM systems that store your sensitive business data on third-party servers, Timeline CRM keeps everything on your local machine. The application uses SQLite as its database engine, storing all your leads, customers, deals, invoices, and other records in a single file on your hard drive that you fully control.
Because the application works entirely offline, you are never vulnerable to server outages, internet disruptions, or subscription cancellations that could lock you out of your own data. Your business information is always accessible, always private, and always yours. Back up your data by simply copying the database file, and rest assured that no one else has access to your customer information.
- 100% local data storage using SQLite
- No internet connection required
- No third-party data access or sharing
- Simple file-based backup and portability
All These Features. Completely Free.
Every module, every feature, every capability described above is included at no cost. Download Timeline CRM and start using all eleven modules today — no trial period, no feature restrictions, no credit card required.
Download Timeline CRM FreeVersion 1.0.0 • Windows 10/11 • 64-bit
See Timeline CRM in Action
Timeline CRM helps businesses manage leads, contacts, deals, quotations, invoices, and follow-ups in one place. Explore core workflows and compare related guides to choose the best setup for your team.