LOCAL FILES. REAL POSSIBILITIES.

Client follow-up planner

Review contacts, stages and follow-up dates locally, with CSV imports and calendar exports.

YOUR WORKSPACEProcessed on your device

Keep a local contact list with stages and follow-up dates. Dates do not send emails or messages. Review all imported records before exporting a follow-up calendar.

Report title

Reference dateOptional. Blank uses your local date when calculating.

CSV import replaces the rows below. Use these headers (any order): name,email,company,stage,followup,notes. Up to 100 records / 150,000 characters; UTF-8 CSV or TSV, file up to 1 MB. Review amounts and dates after importing.

Import records CSV

Contact 1

Contact name 1

Email 1

Company 1

Stage 1

Follow-up date 1

Notes 1

JSON backups are needed to resume later. CSV and PDF are report snapshots. Large reports stop at 40 pages. Calendar exports are single all-day events. No notifications, recurrence or synchronization; re-importing may duplicate entries.

Nothing is saved automatically. JSON backups are readable, unencrypted files. Export before closing. PDFs support Latin, Greek and Cyrillic text.

Import JSON backup

Processed on your device. Your files are never uploaded by Justility.

How privacy works

How it works

Enter contacts or import the documented CSV columns, assign stages and follow-up dates, then review date flags. Export a list, PDF, JSON backup or calendar of dated open contacts.

Supported formats

Up to 100 contacts; CSV import headers name,email,company,stage,followup,notes. UTF-8 CSV/TSV up to 1 MB / 150,000 characters; CSV, PDF, JSON and ICS output.

Good to know

No email, messaging, shared CRM account or automatic notification is provided. Closed contacts are excluded from calendar events. Past entered dates need manual review.

Worked example

Before

Alex is contacted with a January 9 follow-up; reference date January 10

After

Alex is flagged for review, with a calendar event for the entered date

The flag does not mean an email was sent or that the contact has been reached.

Review imports before creating follow-ups

Columns can be in any order but must use the documented names. Import replaces the editable contact rows. Keep your source CSV and export JSON before closing the tab.

Meeting notes & action tracker

Troubleshooting

Why is a client absent from my calendar?

Check that the contact is not closed and has a valid follow-up date. Undated and closed records remain in reports but do not create events.

Common questions

Will this contact my clients for me?

No. Calendar export adds single all-day events when you import the file into your own calendar. It does not send messages or keep calendars synchronized.

Can I use this without an internet connection?

Yes, after you prepare this tool from Offline help and the browser retains its assets. Installation is optional. All processing dependencies are bundled locally.