{% extends "base.html" %} {% import "macros.html" as m %} {# With companies in the folder, the sections come in layout.toml's order (help: adjust-layout); their names, in the default order: doing, to-file, owed, going. The empty-folder start and Getting started do not move. #} {% block title %}Hermit CRM{% endblock %} {% block content %}

Hermit CRM

{% if no_companies %}

Nothing in the folder yet. Start with one of these{% if intro %}, or read what each part does below{% endif %}.

Add a company

One account by hand, to see the shape of things.

Import a spreadsheet

CSV, TSV or an Excel paste of companies or contacts.

Set up BCC capture

Log the mail you send without typing it twice.
{% if items %}{% include "to_file.html" %}{% endif %} {% if routine_drafts %}{% include "routine_drafts.html" %}{% endif %} {% else %} {% if routine_briefs %}{% include "routine_brief.html" %}{% endif %} {% for section in layout_sections('home') %}{% if section == 'doing' %}

What needs doing

{% for r in due_soon %} {% else %} {% endfor %}
dueforwhat
{{ fmt_date(r.due) }} {{ r.who }}{% if r.contact %} ({{ r.company_name }}){% endif %} {{ r.text or '(no text)' }}{% if r.is_next %} next step{% endif %} {{ m.todo_actions(r.company, r.todo) }}
Nothing due in the next seven days.

All tasks, with filters · the calendar.

{% elif section == 'to-file' %} {% if items %}{% include "to_file.html" %}{% endif %} {% if routine_drafts %}{% include "routine_drafts.html" %}{% endif %} {% elif section == 'owed' %} {% if followups %}

Replies you owe ({{ followups | length }})

{% for f in followups[:8] %} {% endfor %}
companywhowaitinglast message
{{ f.company.name }} {{ f.who }} {{ f.days }}d {{ preview(f.interaction.body) }}
{% endif %} {% elif section == 'going' %}

How it is going last 30 days

{{ totals.interactions }}

interactions {{ delta(totals.interactions, previous.interactions) }}

{{ totals.companies_touched }}

companies touched {{ delta(totals.companies_touched, previous.companies_touched) }}

{{ totals.new_companies }}

new companies {{ delta(totals.new_companies, previous.new_companies) }}

{{ counts.companies }}

companies in the folder
{% endif %}{% endfor %}{% endif %} {# The beginner block: the walkthrough's own switch decides whether it is here. #} {% if intro %}
{% if not no_companies %}

Getting started

{{ steps_done }} of {{ steps_total }} done. Open the walkthrough — each step ticks itself when the thing it describes has happened.

{% if not samples %}
One made-up company with its people, messages, a deal and tasks, plus a dashboard and a paused routine to show what you can build. You remove it in one click.
{% endif %} {% endif %}

What this thing does

{% for href, label, icon_name, line in areas %}

{{ icon(icon_name) }} {{ label }}

{{ line }}
{% endfor %}
Takes Getting started and What this thing does off this page. Both stay under Help.

Everything lives in plain files in your data folder, and every change is a git commit. Help explains each part in more detail.

{% endif %} {% endblock %}