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.
Download Timeline CRM
Get the complete desktop CRM application for Windows. Manage leads, customers, deals, tasks, quotations, invoices, and reports from a single offline application. No credit card, no cloud account, no recurring fees. Just download, install, and start growing your business.
Download Timeline CRMSystem Requirements
Timeline CRM is a lightweight desktop application designed to run smoothly on modern Windows computers. Below are the minimum and recommended specifications to ensure the best experience.
Operating System
Windows 10 or Windows 11 (64-bit editions only). Timeline CRM is not available for macOS or Linux at this time.
Memory (RAM)
4 GB of RAM recommended for optimal performance. The application will run with less, but 4 GB ensures smooth operation.
Disk Space
200 MB of available disk space for the installation. Your CRM database will grow as you add records, but storage needs remain modest.
Internet Connection
No internet connection required. Timeline CRM runs entirely offline. You only need an internet connection to download the installer file itself.
Installation Guide
Installing Timeline CRM takes just a few minutes. Follow these four simple steps to get up and running with your new CRM. No technical experience is required, and no account creation is necessary.
Download the Installer
Click the download button above to save the Timeline CRM setup file to your computer. The file is approximately 85 MB and is named timeline-crm-setup-1.0.0.exe. Save it to a location you can easily find, such as your Downloads folder or Desktop.
Run the Installer
Double-click the downloaded setup file to launch the installation wizard. If Windows SmartScreen shows a warning, click "More info" and then "Run anyway" to proceed. The installer will guide you through choosing an installation directory and completing the setup process.
Launch Timeline CRM
Once installation is complete, launch Timeline CRM from the Desktop shortcut or the Windows Start Menu. The application will open immediately without requiring any login credentials or internet connection. You will be taken directly to the main Dashboard screen.
Configure Your Settings
Head to the Settings module to enter your company name, logo, address, currency, and tax rates. This information will appear on your quotations and invoices. Once configured, you are fully set up and ready to start adding leads, customers, and deals into your CRM.
What You Get After Installing
Timeline CRM comes loaded with eleven fully integrated modules that cover every aspect of customer relationship management and business operations. Here is a summary of everything included in your free download.
Dashboard
Your central command center displaying key business metrics, sales pipeline summaries, recent activity, revenue trends, and upcoming tasks at a glance.
Leads Management
Capture and nurture prospects through a seven-stage pipeline with Kanban view. Track every interaction with call logs, notes, and source attribution from first contact to conversion.
Customers
Maintain complete customer profiles with contact details, company information, and full interaction history. View linked deals, invoices, and quotations from a single record.
Deals
Track every sales opportunity through a six-stage pipeline. Assign deal values, probabilities, and expected close dates for accurate revenue forecasting across your business.
Tasks
Create prioritized action items with due dates linked to leads, customers, or deals. Track task status and receive overdue notifications directly on the Dashboard.
Products
Build a centralized catalog of your products and services with names, descriptions, pricing, and categories. Products integrate directly into quotations and invoices for fast document creation.
Quotations
Generate professional quotations with auto-numbering, line items from your product catalog, and one-click PDF export. Track quotation status from pending through accepted or rejected.
Invoices
Create detailed invoices with automatic tax calculations, payment status tracking, and PDF export. Monitor unpaid, partially paid, and fully settled invoices across your customer base.
Reports & Analytics
Generate sales performance reports, lead conversion analyses, and revenue trend visualizations. Export data as CSV files for further analysis in spreadsheet applications.
Settings
Customize your company profile, branding, currency, tax rates, document numbering prefixes, and date formats so every generated document reflects your business identity.
Offline & Security
All data is stored locally on your computer using SQLite. No internet required, no third-party servers, no cloud dependency. Your business data stays completely private and under your control.
Why Download Timeline CRM?
There are many CRM solutions available, but Timeline CRM offers a unique combination of benefits that make it the ideal choice for small businesses, freelancers, and entrepreneurs who want a powerful CRM without the costs and complications of cloud platforms.
Free Forever
Timeline CRM does not cost a single penny. There is no free trial that expires, no freemium tier with locked features, and no surprise billing. Every module and every feature is available to you from the moment you install the application. Your CRM budget stays at zero while your capabilities stay at maximum.
Works Completely Offline
Once installed, Timeline CRM never needs an internet connection again. Use it on the road, at client sites, in areas with poor connectivity, or anywhere you happen to be working. Your CRM is always accessible regardless of network availability, meaning your productivity is never held hostage by your internet provider.
Complete Data Privacy
Your customer data, deal information, financial records, and every other piece of business information stays on your computer and nowhere else. No data is sent to external servers, no analytics are collected, and no third party ever has access to your business information. You own and control one hundred percent of your data at all times.
All-in-One Solution
Instead of paying for separate tools for lead tracking, customer management, invoicing, and reporting, Timeline CRM puts everything in one application. Eleven integrated modules mean your workflow stays in one place, your data is automatically connected, and you spend less time switching between different software tools.
Fast and Lightweight
Timeline CRM is built with performance in mind. The application launches quickly, responds instantly to user interactions, and handles your data efficiently using SQLite as its database engine. There is no waiting for cloud servers to respond, no loading spinners dependent on bandwidth, and no performance degradation caused by network latency.
No Vendor Lock-in
With cloud CRM platforms, cancelling your subscription often means losing access to your data. Timeline CRM eliminates that concern entirely. Your data resides in a local SQLite database file that you can back up, copy, or move at any time. You are never locked into a vendor relationship or at risk of losing your business records.
Frequently Asked Questions
Common questions about downloading, installing, and using Timeline CRM.
Is Timeline CRM really free to download and use?
Yes, Timeline CRM is completely free. There are no hidden charges, no subscription fees, no trial periods, and no feature restrictions. You get the full application with all eleven modules at no cost. We believe every business should have access to professional CRM tools regardless of their budget, and we have built Timeline CRM to deliver on that belief.
What are the system requirements for Timeline CRM?
Timeline CRM requires Windows 10 or Windows 11, and your system must be running the 64-bit edition. We recommend at least 4 GB of RAM for optimal performance and 200 MB of free disk space for the installation. No internet connection is needed to run the application after the initial download. The application is not currently available for macOS or Linux.
Is the download safe and free from malware?
Absolutely. The Timeline CRM installer is built and distributed directly by Timeline Digital Solutions. The setup file is a standard Windows installer that has been thoroughly tested and verified to be clean and safe. If Windows SmartScreen displays a warning when you run the installer, this is a standard Windows behavior for newly published software and does not indicate a security threat.
Do I need to create an account or sign up to use Timeline CRM?
No. Timeline CRM does not require any account creation, email registration, or signup process. Download the installer, run it, and start using the application immediately. There are no login screens, no activation codes, and no verification steps. The application is ready to use the moment installation completes.
How do I update Timeline CRM to a newer version?
When a new version of Timeline CRM is released, simply visit our website and download the latest installer. Run the new setup file, and it will upgrade your existing installation while preserving all your data, settings, and records. There is no need to uninstall the previous version first. Your business data remains intact throughout the update process.
Can I install Timeline CRM on multiple computers?
Yes. There are no license restrictions on the number of installations. You can download and install Timeline CRM on as many Windows computers as you need, completely free of charge. Each installation operates independently with its own local database, so data is not automatically shared between computers.
Ready to Take Control of Your Customer Relationships?
Download Timeline CRM today and start managing your leads, customers, deals, and invoices from one powerful, free desktop application. No signup, no subscription, no limits.
Download Timeline CRM FreeVersion 1.0.0 • Windows 10/11 64-bit • ~85 MB • No internet required after install
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.