Contacts, pipeline and tasks

A peer-to-peer CRM your team owns

Contacts, companies, a deal pipeline and tasks your team edits together peer to peer — every change signed, roles enforced by every device, and a copy on your own VIMS you can query with SQL.

Browser · macOS · Windows · Linux · ChromeOS

What it does

CRM keeps the shape of a hosted CRM and changes where the data lives. Every edit is a commit signed by its author; members’ desktops and browsers swap the commits the others lack and end up with the same records, field by field. Your own VIMS keeps a verified copy, writes in bookings and inbound messages, and lists the records as a read-only database for reports.

01
Contacts and companiesPeople, the companies they belong to, and everything you know about them.
02
Pipeline and tasksDeals moving through your stages; tasks created from any record.
03
Signed commitsEvery edit is signed by its author: no relay can change it or pass it off as someone else’s.
04
Roles every peer enforcesEdits a member’s role doesn’t allow are dropped by every device and by your VIMS.
05
Works offlineEach device keeps its commits locally and catches up when it reconnects.
06
Query it with SQLYour VIMS lists the CRM as a read-only database in the Database app.

How it works

  1. Open crm.vims.com or CRM in VIMS Desktop
  2. Invite your team to the CRM’s room
  3. Work your pipeline — bookings from Schedule and Reach subscribers arrive as contacts

FAQ

Where is my CRM data stored?

On your team members’ devices and on your own VIMS, as signed commits. There is no CRM server holding it.

What happens when two people edit the same field?

The later edit wins for that field; other fields from both edits are kept.

Can agents use the CRM?

Yes — the CRM assistant knows what you have open, and your VIMS exposes the records to agents and reports.

Can I use VIMS CRM in a browser and in VIMS Desktop?

Yes. Open it at its subdomain, or use the same surface inside the VIMS Desktop client — same key, same data.

How does VIMS CRM connect to the rest of VIMS?

It shares your identity from keys.vims.com and is reachable by agents through MCP and Flow, so it works alongside every other VIMS app.

Related

A peer-to-peer CRM your team owns

CRM keeps the shape of a hosted CRM and changes where the data lives. Every edit is a commit signed by its author; members’ desktops and browsers swap the commits the others lack and end up with the same records, field by field. Your own VIMS keeps a verified copy, writes in bookings and inbound messages, and lists the records as a read-only database for reports.