ClientOS

Stop Losing Clients to Disorganization

Every missed follow-up is money walking out the door. Every forgotten birthday is a lost opportunity. Every scattered note across different apps is a deal slipping through your fingers.

You're not disorganized, you're overwhelmed by tools that weren't built for how you actually work.
The ClientOS Difference

ClientOS isn't another bloated CRM that requires a manual to understand. It's the intelligent client management system that adapts to YOUR business, not the other way around.
Here's What You Get:

- Smart Pipeline Management
Customizable sales stages for any industry—real estate, consulting, creative agencies, SaaS, e-commerce, and more
Visual pipelines that show exactly where every client stands
Move deals forward with a single tap
Pre-built templates or create your own workflow

- Action-Driven Dashboard
Never miss another follow-up—smart notifications keep you on top of every commitment
See overdue clients, today's priorities, and upcoming tasks at a glance
Automatic reminders for birthdays, anniversaries, and special dates
Real-time badge notifications so nothing slips through

- Revenue Tracking That Makes Sense
Track payments, proposals, and expected revenue in multiple currencies
Mark payments as received with a tap
See your financial pipeline at a glance
Know exactly what's coming and what's overdue

- Complete Contact Intelligence
Store unlimited contacts with rich profiles
Multiple phone numbers, emails, addresses, and social media profiles
Custom fields for any detail that matters to your business
Quick-dial, WhatsApp, Telegram integration
OCR business card scanning (just snap a photo!)

- Built for Real Professionals
Real Estate Agents: Track viewings, offers, and closings with specialized pipelines
Lawyers: Manage cases, client communications, and billing cycles
Freelancers: Never lose track of project status or payment schedules
Consultants: From discovery calls to project completion, all in one place
Business Owners: Manage multiple businesses with separate pipelines
Creative Agencies: Pitch to completion tracking for every client project
SaaS Companies: Trial to subscriber lifecycle management

- Privacy-First Design
CloudKit sync keeps your data secure and private
No third-party servers
Biometric authentication
Your data stays YOUR data

- The Details That Matter
Beautiful, minimalist interface that respects your time
Lightning-fast search across all contacts and notes
Attachments, links, and files organized per client
Rich interaction history and activity logging
Customizable detail visibility
Tags for smart organization
Morning and evening reminder scheduling
Works offline, sync when you're ready

What You'll Achieve:
- Zero Missed Opportunities – Automated follow-ups ensure every client feels valued
- Clear Revenue Visibility – Always know what's in your pipeline and what's at risk
- Professional Confidence – Walk into every meeting with complete client context
- Time Freedom – Spend less time searching, more time closing
- Business Growth – Scale your client relationships without scaling your stress


Your Next Move
Successful professionals don't use more tools, they use smarter ones. ClientOS replaces spreadsheets, sticky notes, and fragmented apps with one elegant system.

Download now. Set up your first business pipeline in under 1 minute. Watch your client relationships transform.
Your clients deserve better than forgotten follow-ups.
You deserve better than CRM chaos.

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