Offline-first · SQLite · B2B operations

AccountOS

AccountOS is an offline-first B2B account management system built by Crovyx. Accounts, contacts, notes, opportunities, quote lines and proposals live in a local SQLite database with CSV and PDF export — so a sales team can run an entire account workflow on a laptop in a meeting room with no Wi-Fi and still walk out with a signed-ready proposal.

AccountOS — offline-first B2B account management with SQLite, opportunities and proposals
Accounts → contacts → notes → opportunities → quote lines → proposals → CSV / PDF export. Local SQLite. No connectivity required.
Problem

Real B2B work doesn’t happen inside a browser tab.

Cloud-only CRMs assume every meeting has solid Wi-Fi, every quote can be edited online and every proposal is one more record in someone else’s database. Real B2B sales runs on planes, in client offices, on bad hotel networks — and ends with a PDF.

  • Connectivity in client environments is unreliable; tools assume it isn’t.
  • Quote lines and proposals need calculation in real time, in front of the client.
  • Notes, contacts and opportunity history must be searchable instantly, offline.
  • Deliverables are still CSV and PDF — they have to come out clean.
What it does

A full account workflow in a single local app.

  • Accounts, contacts and notes with structured relationships, not a flat address book.
  • Opportunities with stage, value and history, persisted locally in SQLite.
  • Quote lines and proposals composed inside the app and exported as PDF on demand.
  • Tabular CSV export for any entity for finance, ops and external reporting.
  • Offline-first behaviour: nothing breaks because the laptop is on a plane.
Capabilities demonstrated

What this project proves.

Local-first data model

A proper relational schema in SQLite that supports a real sales pipeline — not key/value scratchpad masquerading as a CRM.

Document-grade output

Quote and proposal PDF generation that is clean enough to send to a client without post-processing.

B2B operational depth

The system is shaped around how account, opportunity and proposal work actually flows — not generic CRM ceremony.

Build something similar Need an internal system that doesn’t fall over offline?

Sales, field service, account management, partner ops — anywhere the work happens in rooms with bad Wi-Fi and ends in a PDF, the local-first pattern wins. Crovyx ships these systems with proper data models, real exports and the discipline to keep them maintainable.