Outreach CRM Lite

A client-only, offline-first, template-driven outreach list manager built with pure HTML, CSS, and JavaScript. No server, no backend, no dependencies to install, just open index.html in a browser and start tracking your email campaigns.

Features

• Offline-first - all data is stored in browser localStorage, nothing leaves your machine.
• Email sequence tracking - manage up to four stages per contact: initial email, and three follow-ups.
• Template engine - write reusable email templates with {{variable}} placeholders and {{field | default: "fallback"}} syntax.
• Lookup lists - dropdown values for Industry, Category, Company Size, and Status are fully editable.
• Smart filters - quickly view all contacts, contacts needing action, or overdue contacts.
• Statistics bar - at-a-glance counts per status.
• Export / Import - export your data as JSON or XLSX; import back from JSON, XLSX, or XLS.
• Demo data - one-click sample rows and a reset button for a clean slate.
• Dark UI - polished dark theme, no external CSS framework required.

Screenshot

Open index.html in any modern browser - no build step needed.

Getting Started

git clone https://github.com/BaseMax/spreadsheet-work-email-compaign.git
cd spreadsheet-work-email-compaign
# Open index.html in your browser
start index.html        # Windows
open index.html         # macOS
xdg-open index.html     # Linux

That's it. No npm install, no bundler, no server.

Usage

Managing contacts

Column	Description
Company Name	Target company
Email	Contact email address
Contact Name	Person's name
Position	Job title / role
Industry	Lookup value
Category	Lookup value (B2B, B2C, …)
Company Size	Lookup value
Proposed Idea	Short pitch tailored to this contact
Status	Current stage in the outreach sequence
Comments	Internal notes

Email sequence statuses

Value	Meaning
0	Waiting for initial email
1	Initial email sent
2	No reply - first follow-up
3	No reply - second follow-up
4	No reply - final follow-up
5	Replied / in progress
6	Closed / do not contact

Templates

Four built-in templates are provided (initial, followup1, followup2, followup3). Edit them freely via Manage templates. Supported placeholder syntax:

{{company_name}}
{{contact_name | default: "there"}}
{{your_name}}
{{your_company_name}}
{{position}}
{{industry}}
{{category}}
{{company_size}}
{{proposed_idea}}

Settings

Click Settings to configure:

• Your name and company name (injected into templates).
• Default contact label fallback.
• Follow-up reminder intervals (days after each stage).
• XLSX export toggle.

Export & Import

• Export JSON - downloads a full snapshot of all rows, templates, and settings.
• Export XLSX - downloads an Excel-compatible spreadsheet.
• Import file - accepts .json, .xlsx, or .xls. Merges/replaces the current dataset.

File Structure

index.html          # Single-page application shell
script.js           # All application logic (~700 lines, vanilla JS)
style.css           # Dark theme styles
xlsx.full.min.js    # SheetJS library for XLSX read/write

Browser Support

Any modern browser with localStorage and Clipboard API support (Chrome, Firefox, Edge, Safari).

License

Copyright © 2026 Seyyed Ali Mohammadiyeh (Max Base)

See LICENSE for the full text.