circa
A CRM CONCEPT BUILT AROUND RELATIONSHIPS

People first.
Context always.

Bring people, companies, and opportunities into one clear picture. Keep the useful details close, and the next conversation in context.

Fictional contacts. Local notes and edits. No account connection required.

Linked people & companiesViews that remember your filtersNotes with a clear homeA pipeline you can shape

A little structure.
A lot more context.

A relationship is rarely just a row. Move from a person to their company, see the connected work, and keep the details together.

People / Example workspaceOpen the live demo ↗
PeopleCompaniesPipeline
01 / CONNECT THE RECORDS

Know who belongs
in the conversation.

People link to companies. Deals link to both. Follow those connections instead of rebuilding the context every time.

MQMara Quinn → Northline Studio

A person, a company, and the work they share.

02 / KEEP A USEFUL VIEW

Find the slice
you need today.

Combine filters and save the view by name. Return to a focused list without losing the larger collection.

Saved view exampleNorthline relationships

Company: Northline Studio
Relationship: All

03 / MAKE THE CHANGE EXPLICIT

A pipeline that
stays understandable.

Change a deal’s stage and fictional value through a clear editor. Totals and linked company records update together.

Discovery → Proposal

Manual changes. Visible results.

THE DETAILS THAT MAKE A DIFFERENCE

Context is something
you build over time.

A note can explain what a status cannot. Circa gives that note a clear record, then keeps the related people and work within reach.

FICTIONAL COMPANY RECORD

Northline Studio

An independent design-practice concept with two connected contacts and two example opportunities.

People
Mara Quinn, Ivo Chen
Industry
Design
Workspace behavior
Local notes & linked records
Explore the company record ↗

A few useful answers.

Does Circa connect to my email or CRM?

No. This is a local product demonstration with fictional contacts and companies. It sends no messages, enriches no records, and connects to no external CRM.

What can I edit?

Add local notes to people and company records, save filter views, and change a deal’s stage and fictional value. Your changes persist in this browser when storage is available.

Can I export the data?

Yes. Export the currently visible people, companies, or deals as CSV, or export the full local workspace as JSON. Preview and copy the result before downloading.

How are CSV exports handled safely?

Fields are quoted and quotes are escaped. Text beginning with spreadsheet formula markers is prefixed as text. This includes notes you write yourself.

Start with the people.
Keep the whole picture.

Explore the workspace ↗