Features
Everything you need. Nothing you don't.
Built for people who want to track clients without the overhead of complex tools. Each feature is designed to be useful from day one.
Client list that makes sense
Add clients as you meet them. Name, email, maybe a note about how you connected. No required fields, no complex forms. Just the basics that help you remember who is who.
Sarah Chen
TechStart
Marcus Johnson
MJ Design
One next action per client
The key to not dropping balls: always know the next thing to do. For each client, you set one action. When it is done, set the next one. Simple focus, real progress.
Sarah Chen
TechStart Inc
Next Action
Follow-up reminders that work
Set a date for when you need to follow up. We will remind you. No complex scheduling, no recurring rules to configure. Just pick a date and forget about it until then.
Daily inbox for focus
Start each day with a clear view of what needs attention. Follow-ups due today, overdue items, and recent activity. Clear it, feel accomplished, move on.
Sarah Chen
Send proposal
Marcus Johnson
Follow up call
Emily Torres
Review contract
Notes and history
Jot down notes after calls or meetings. See the full history with a client at a glance. Just enough context to pick up where you left off, without drowning in data.
Dec 10
Initial discovery call - interested in Q1 project
Dec 12
Sent capabilities deck via email
Find anyone instantly
Type a few letters and find the client you are looking for. Search by name, email, company, or anything in your notes. Fast and simple.
Notifications without noise
Get notified about what matters: follow-ups due, overdue items. That is it. No flood of notifications, no constant pings. Just timely, useful reminders.
Your data, secured
Enterprise-grade security without the enterprise complexity. Your data is encrypted, backed up, and always exportable. You own it, we just keep it safe.
What we intentionally don't do
We believe in doing a few things well. Here's what you won't find:
If you need these features, there are great tools out there. But if you want simplicity, you're in the right place.