Client Management Simplified
AI-powered CRM designed for solo professionals. Simple to use. Seamlessly integrates with email marketing.
Build your contact list.
Sync with email subscribers.
Add notes and meeting recaps.
Filter and search easily.
Track leads and opportunities.
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Best for
Solo Professionals & Freelancers
Coaches, Educators & Trainers
Health & Wellness Professionals
Small Business Owners
Scheduling & Notifications
Automate meeting scheduling & get notifications.
Alerts for client milestones like birthdays & anniversaries.
Workflow & Productivity
Custom pipelines on a Kanban board.
Highlight key leads and capture opportunities without missing out.
Visualization & Analytics
Sales and marketing charts.
Email marketing performance visual insights.
AI & Advanced Features
AI for summaries, notes, and task lists.
In-app video calls with recording and transcription.
Scheduling & Notifications
Automate meeting scheduling & get notifications.
Alerts for client milestones like birthdays & anniversaries.
Workflow & Productivity
Custom pipelines on a Kanban board.
Highlight key leads and capture opportunities without missing out.
Visualization & Analytics
Sales and marketing charts.
Email marketing performance visual insights.
AI & Advanced Features
AI for summaries, notes, and task lists.
In-app video calls with recording and transcription.
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