Focused Tool · Apache 2.0 · Single Binary · Finance & Business

Self-hosted contact and CRM manager

Store contacts, log interactions, set follow-up reminders, track deal history. HubSpot CRM but your contact data doesn't live in HubSpot's database.

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How it works

The list is the easy part. The follow-ups are the hard part.

A CRM is just a list of people you should keep talking to. Anyone can keep names and emails in a spreadsheet, that's not the problem. The hard part is remembering when you last talked to each one, what you said, and what you owe them next. Dossier is built around that loop. Every contact has an interaction log you append to when you send an email or take a call. Every contact can have a follow-up date that lights up in your dashboard when it comes due. Deals get attached to contacts so you know which conversations are about which opportunities.

A name, an email, a phone number if you have it, the company they're at, however you tagged them. Then the interaction log: dated entries you write yourself when something happens. Then any deals: name, value, stage, expected close date. Then notes: a freeform field for everything that doesn't fit the rest. That's it. The whole thing is a SQLite file on your disk that you can back up by copying a folder.

What Dossier doesn't do (read this part)

No automatic email sync. Dossier won't connect to your Gmail and pull in conversations, you log things yourself when they matter. No drip email campaigns. No marketing automation. No web tracking pixels, no live chat widget, no lead scoring AI, no calendar booking links (Stockyard has Booking for that, separately). If you need any of those things, HubSpot or Pipedrive is probably the right call. Dossier is for the case where "I just want a list of people, a place to write what I told them, and a reminder to follow up next Tuesday" is actually what you want, and you don't want HubSpot owning the list.

Solo founders selling to maybe 200 people. Freelancers tracking past clients. Independent consultants keeping a relationship map. Investors keeping a portfolio update log. Anyone whose CRM job is "I keep meaning to get back to that person, did I email her yet?" and who knows the answer is in their head, not in a $50/seat/month dashboard.

What it replaces

HubSpot CRM, Pipedrive, Less Annoying CRM, Notion CRM templates.

HubSpot CRM is free but your contact list lives on HubSpot's server permanently. Pipedrive is $14/seat/mo. Less Annoying CRM is $15/user/mo. Notion CRM templates have no follow-up reminders and no real queries. Dossier gives you the core list + log + reminder + deal loop without the SaaS subscription or the data ownership question. What you give up is automation, integrations, and reporting dashboards. What you get back is your contact list as a SQLite file you control completely, that keeps working if Stockyard disappears tomorrow.

Quickstart

Running in under a minute.

Stockyard runs on desktops and laptops. To install, open this page on your Mac, Windows, or Linux computer.

After install, open http://localhost:9080 in your browser.

Advanced: install via terminal instead
curl -fsSL https://stockyard.dev/install.sh | sh -s -- --tool dossier

Single binary. Embedded SQLite. No Docker. No database. No dependencies.

Pricing

14 days free. Pro when you need it.

Free
$0
forever
  • 100 contacts
  • Single binary, embedded SQLite
  • Apache 2.0 — modify freely
Pro
$7.99
per month
  • Unlimited contacts, pipeline view, email logging, import/export
  • License key, no cloud dependency
  • Email support

License key by email. One env var.

Your license key arrives by email within 5 minutes of checkout. Set it as an environment variable and restart the binary.

export STOCKYARD_LICENSE_KEY=SY-xxxxxxxxxxxxxxxxxxxx
./dossier

No cloud connectivity required. The binary validates the key offline with Ed25519 signatures.

Part of the Stockyard family — 164 self-hosted tools · Complete bundle — 14-day free trial · stockyard.dev