Relationship management
Contacts, organisations, notes, meetings, documents, file links, activity history and connected context for every relationship.
Current CRM feature scope
Blackvault CRM is the flagship product from Blackvault Systems. It brings relationships, records, delivery work, documents, money and admin controls into one local-first Windows workspace, with provider pathways introduced during guided setup where ready and properly scoped.
Feature groups
The feature set is organised around the work buyers need to evaluate: relationship records, delivery work, operational records, governance, provider pathways and local control.
Work and pipeline visibility
Projects, opportunities, tasks, follow-ups, owners, stages and priority views for the work that sits behind income and delivery.
Operational records
Money records, metrics, imports, exports, backups, archive and restore workflows so important operational data stays usable and recoverable.
Team governance
Users, admins, role-based permissions, activity logs and audit-style history for teams that need clarity around access and change.
Provider pathways
Local calendar export (ICS) is available where implemented. External calendar, email and provider pathways are beta or in validation, setup-gated, and not presented as full sync or send automation unless separately confirmed.
Local-first desktop ownership
A Windows-first workspace designed around data custody, exportability and practical daily use rather than unnecessary subscription sprawl.
Included capabilities
- 01Relationship records for contacts, organisations, notes, meetings, documents and activity.
- 02Pipeline and delivery workflows for projects, opportunities, tasks, follow-ups and ownership.
- 03Money records, metrics and operational reporting for day-to-day visibility.
- 04Admin controls for users, roles, permissions, archive, restore and accountability.
- 05Import, export, backup and provider integration workflows for practical data ownership.