CRM Dashboards for Small Businesses and Real Estate Agents
The idea
Many freelancers, small businesses and real estate agents pay monthly for CRM software they barely use, or keep client details scattered across spreadsheets and notes. I designed and built two complete CRM dashboards that open in any browser and work fully offline.
1. ClientDesk CRM: for freelancers and small businesses
Dashboard with clients, open pipeline, unpaid invoices, income and net profit at a glance
Client, lead, project, task and invoice tracking, with automatic overdue flags
Budget tracker for income and expenses
Calendar combining tasks, invoice due dates, project deadlines and follow-ups
Reports with cash-flow charts, top clients and win rate
2. EstatePilot CRM: for real estate agents
Buyer and seller CRM, lead pipeline and property listings
Showings, open houses, offers, escrow and a closing checklist
Document tracker and a combined calendar of closings, showings and follow-ups
Commission tracker that calculates your net commission after your split
Built-in mortgage and ROI calculators, rental portfolio, marketing campaigns and vendor directory
Shared features
One HTML file, nothing to install, and no monthly fees
Works offline on desktop, tablet and phone
Private: data is stored in the user's browser and never uploaded
Search, add, edit and delete on every section
CSV export, print to PDF, and JSON backup and restore
Light and dark themes, plus editable business name and currency
Proud of what we built together on this one 🙌 The part I like most is how the pipeline and follow-ups sit right next to the money side, so nothing slips through. Happy to answer any questions about how it works!
Hi, I’m Zhouwei — a biomedical research and data freelancer working across bioinformatics, scientific writing, data analysis, visualization, and AI-assisted creative projects.
I help turn raw data, research ideas, and creative briefs into clear, polished deliverables — from analysis pipelines and research reports to figures, presentations, and AI-generated visual concepts.
Currently open to remote freelance collaborations with researchers, startups, and creative teams.
Feel free to reach out if you’re working on something interesting.
I’m available for a small remote CSV cleanup task.
This original Python demo turns 12 synthetic records into 7 clean rows, 2 exact duplicates and 3 records for review. The source file stays unchanged, and every change is logged.
For a first task: one CSV, up to 1,000 rows, 20 columns and three agreed cleanup rules. Deliverables include cleaned data, separate review and duplicate files, a reusable script and a short run guide.
AI-assisted work. We agree scope, price, deadline and one in-scope revision before funded work starts. Message me with an anonymized sample and the output you need.