Install X-1FBO CRM Add to your home screen for app-like access
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Add agreement
Custom fields & settings
Add custom data fields that will appear on every agreement.
Data management
Tip: export your data to CSV regularly as a backup before clearing.
Import data
Step 1 of 5 · Choose source
AI feedback
The context below has been copied to your clipboard. Open Claude.ai and paste it to get tailored email drafts or next-step recommendations.
New task
AIAsk your CRMLocal
⚙ AI settings
Financial breakdown
Enter the contract numbers. The CRM will calculate year-by-year revenue and total lifetime value (LTV).
For X-1FBO contracts this is typically 5%. Applied to monthly + annual recurring after year 1.
Add attachment
Storage options (choose one or both)
No file selected
Stored inside the CRM (browser localStorage). Best for files under 500KB. Available offline.
Paste a "share" link. Recommended for large files — they stay in your cloud storage.
Browser storage used:—
AI assistant settings
How this works: Local mode (free): Handles common questions like "top 10 deals", "expired last 30 days", "anything from Avjet". Instant, private, no API needed.
Claude mode (paid): Add an Anthropic API key to unlock complex analysis like "what patterns do you see in my losses?" or "draft an email to Mike". Costs ~$0.02 per question.
When you ask a question in Claude mode, the CRM sends Anthropic: your question, a compact JSON summary of all agreements (company, status, value, date, notes, contacts) and tasks. No API key, no payment info, no personal data outside the CRM. Each request costs roughly $0.01-0.03 depending on how much data you have.