Pipeline CRM

A lightweight, locally-hosted collaborative CRM for small teams (up to 8 users). Built with Node.js, Express, and SQLite — no cloud, no subscriptions.

Quick start

1. Install Node.js (if you haven't already)

Download from https://nodejs.org — use the LTS version.

2. Install dependencies

Open a terminal / command prompt in this folder and run:

npm install

3. Start the server

npm start

You'll see:

  Pipeline CRM running
  http://localhost:3000

4. Open in your browser

Go to: http://localhost:3000

Team / LAN access (up to 8 users)

All teammates must be on the same Wi-Fi or network.

1. Find your PC's local IP address:

   • Windows: open Command Prompt → type ipconfig → look for IPv4 Address (e.g. 192.168.1.42)
   • Mac/Linux: open Terminal → type ifconfig or ip a

2. Tell your teammates to open: http://192.168.1.42:3000 (replace with your IP)

3. Each user selects their name from the "Viewing as" dropdown in the bottom-left.

The server must stay running on the host machine while the team uses it.

Customising the look and feel

All colours, fonts, and spacing live in one file:

public/css/style.css

At the very top you'll find the :root { } block with CSS variables:

:root {
  --primary:        #2477bf;   /* main brand colour */
  --primary-dark:   #1a5a94;   /* hover / darker shade */
  --primary-light:  #e8f2fb;   /* light tint backgrounds */
  --sidebar-bg:     #0d2137;   /* sidebar background */
  /* ... */
}

Change any of those hex values and save — the browser will reflect it instantly on next reload. No build tools required.

Adding or renaming users

Open server.js and find the USERS array near the top of the metrics endpoint. Open public/js/app.js and update the USERS array at the top to match.

File structure

CRM/
├── server.js          ← Express server + SQLite API
├── package.json       ← Dependencies
├── data/
│   └── crm.db         ← Auto-created SQLite database (all your data lives here)
└── public/
    ├── index.html     ← App shell
    ├── css/
    │   └── style.css  ← All styling (edit to rebrand)
    └── js/
        └── app.js     ← Frontend logic

Backing up your data

Just copy the data/crm.db file — that's everything.

Stopping the server

Press Ctrl + C in the terminal window where the server is running.