Projects let you group work, deadlines, and contacts in one place.
- In the sidebar, click Projects → Add New Project.
- Give the project a clear name (e.g. “Smith Kitchen Remodel” — not “Project 47”).
- Set a Start Date and Due Date.
- Pick a Status: Planning / In Progress / On Hold / Complete.
- Link the relevant Contact and Business from the dropdowns.
- Add a description of the scope in the main editor.
- Click Save Project.
Once saved, you can add tasks, attach files, and log notes from the project’s detail page. The dashboard will show you all active projects at a glance.
SJ CRM is a contact and business management tool built for small businesses, freelancers, and solo operators who need to keep track of people, jobs, and money without paying enterprise prices or sitting through training videos.
If you have customers, projects, equipment, or anything you need to keep organized in one place, SJ CRM gives you that.
Yes. Go to SJ CRM → Export/Import and upload a CSV file. The importer will let you map your CSV columns to SJ CRM fields (name, email, phone, business, notes, etc.) so your data ends up in the right place.
Most CRMs and address books can export to CSV, including Google Contacts, Outlook, HubSpot, Zoho, and spreadsheet apps.
Open your account menu and click Subscription. From there, click Manage Billing to open the secure customer portal where you can cancel any time.
If you cancel, your account stays active until the end of the period you’ve already paid for. You can export all your data before it ends — nothing is held hostage.
