TOOL.001 / 客户管理控制台 // BY PROJECT AXIS

HK
CRM

A private-by-design policy manager for insurance agents. No cloud database required. All data stays on your device. / 本工具是为香港保险从业人员设计的，主要记录长期保险的客户信息，提醒保单周年日。 无需注册，数据不离设备。

HTML · LOCAL ONLY NO REGISTRATION ZERO DATA EXTRACTION EXPORT JSON

OPEN TOOL →

§01 WHY THIS EXISTS / 为什么做这个

THE PROBLEM / 痛点

I'm tired of complex CRMs that compromise privacy. I need a lightweight way to track my local clients without cloud overhead, plus reminders for when to follow up with them.

我发现管理几十个客户并不需要庞大的 CRM 系统，而 Excel 又缺乏自动到期提醒。更重要的是，我不希望客户隐私资料被上传到第三方的云端数据库。

Traditional CRMs are expensive and require server-side databases / 传统 CRM 昂贵且涉及服务器维护
Excel needs manually tracking of policy anniversaries / Excel 难以自动跟踪保单周年期
Data privacy risks when using third-party SaaS platforms / 第三方 SaaS 平台存在泄露客户资料的风险

THE SOLUTION / 这里提供的逻辑

An offline-first tool. Pure HTML link. Privacy by default / 纯 HTML 链接，本地优先，隐私至上
30-day "Red Alert" for policy anniversaries. Contact clients on time / 到期前30天自动飘红，准时联系客户
Self-filled commission rates for instant financial overview / 自填佣金比例，快速预览财务收益
Full JSON export. You own your data forever / 完整的 JSON 数据导出，永不丢失控制权

§02 WHAT IT DOES / 功能

F.001

ANNIVERSARY ALERT

When a policy anniversary is within 30 days, the client entry turns red. No more missing premium deadlines. / 保单周年日前30天自动飘红提醒，提醒客户准时续保。

F.002

COMMISSION CALCULATOR

Input policy start date, duration, and annual premium. Customize your commission rate to see your earnings instantly. / 记录开始时间、年期和保费，自主填写佣金率以计算收益。

F.003

CLIENT NOTES

Keep ad-hoc notes for each client — follow-up history, specific needs, or family details. Everything stays local. / 为每个客户记录详细备注，支持个性化跟踪与快速查阅。

§04 GETTING STARTED / 第一次使用

BOOKMARK THE LINK

Open the tool link and bookmark it or save it to your home screen. No installation required—it runs as a static page directly in your browser. / 在手机或电脑浏览器打开链接并收藏，可直接保存在手机屏幕上，无需安装任何应用。

STAYS ON
LOCAL BROWSER
· CHROME
· SAFARI

ADD CLIENT DATA

Fill in the policy start date, duration (years), and premium. The system will handle the anniversary calculations. / 填写保单日期、年期和保费，系统将自动计算相关数据。

CLIENT DATA
IS NEVER
SENT TO US

ROUTINE CHECK

Open the tool weekly. Any client marked in red means it's time to reach out and prepare for the premium payment. / 每周定期查看，变红的条目就是需要联系客户准备交费的时候。

30-DAY
PRIOR WARNING
BY DEFAULT

§05 YOUR DATA / 数据安全与备份

Your client data is stored in your browser's localStorage. To switch devices or back up, use the built-in export function.
您的客户数据存储在浏览器本地。如需更换设备或备份，请使用内置导出功能。

→ Regularly hit Export (JSON) to save a backup to your local device. (I save mine to my iCloud.)

定期点击 导出 (JSON) 以保存备份至本地（建议存入 iCloud 或手机文件夹）。
→ On a new device (such as an iPad), open the tool and select Import to restore your data.

在新设备（如 iPad）上打开此页面，选择导入即可恢复数据。
→ Completely private. No data is shared with third parties.

完全私密。数据绝不与任何第三方共享。

{
  "clientName": "Johnny Doe",
  "policyDate": "2023-01-15",
  "premium": 50000,
  "commission": 0.35,
  "notes": "None"
}

SOURCE CODE & SUPPORT

If this tool added value to your professional life, consider buying me a coffee. It fuels the laboratory.
如果这个工具为您节省了时间，欢迎请我喝杯咖啡。这是我们实验室持续更新的动力。

SOURCE CODE ↗ BUY ME A COFFEE ☕

DISCLAIMER / 免责声明:

This is a zero-server tool. We do not store or process your data. Use at your own risk.

这是一个零服务器工具。我们不存储、查看或处理您输入的任何信息。您应对导出的 JSON 数据负全部保管责任。

PROJECT AXIS — AX-2024.004 — CRM LAYER

← BACK TO LAB

HKCRM

SOURCE CODE & SUPPORT

HK
CRM