Your business, in your pocket

Your clients.
Your follow-ups.
One app.

The private, iPhone-first way to manage customers, opportunities, quotes, invoices, visits, and everything that keeps your business moving.

Private by design iCloud sync No CRM setup
Follow-up scheduledTomorrow at 10:00 AM
Quote accepted · $4,850Horizon Landscape Co.
Tuesday, August 14Good morning
IM
Sales this month$18,450
12Activities4Open quotes$31kPipeline
Quick add See all
Business
Follow-up
Visit
$Sale
Coming up View all
Recent activity View all

Built for people who actually work with clients.

More capable than Contacts and Notes. Far simpler than an enterprise CRM. ClientCall gives independent professionals and small businesses just the tools they need to stay organized and get work done.

Everything in its place

Less admin.
More momentum.

Every customer detail and next step stays connected, so you always know what happened last—and what needs to happen next.

Businesses & Contacts

Add businesses manually or find them with Apple Maps. Keep contacts, phone numbers, email, notes, photos, and important details in one place.

Follow-Ups

Create reminders tied directly to clients. See what’s coming up from your dashboard and never lose track of the next conversation.

Visits & Activity

Record visits, calls, meetings, sales activity, and notes to build a useful, simple history of every customer relationship.

Opportunities

Track potential business—value, customer, status, and details—without building or maintaining a complicated sales pipeline.

CLIENTCALL
PROPOSAL
Brand strategy$2,400
Website design$4,800
Launch support$950
Total$8,150
Ready
to send
From conversation to customer

Move the work forward without re-entering the details.

Create polished customer documents using the business information, pricing, products, and services already in ClientCall.

01

Quotes, proposals & SOWs

Build professional documents directly from your customer information.

02

Invoices & bills

Turn completed work into an invoice and keep every draft associated with the right customer.

03

Products & services

Create a reusable catalog with your descriptions and pricing.

A clearer picture

Know how your business is doing.

Get a quick financial snapshot without turning ClientCall into accounting software. Your activity and your numbers stay connected.

Sales activity · This year
$142,680
Opportunity value
$31,200
8 open72% active
Top customer
Horizon Landscape
Year-to-date sales$24,850
Simple by default

A workflow you already know.

No CRM administrator required. Spend less time maintaining a system and more time working with your customers.

01

Find

Discover a business

02

Connect

Save the contact

03

Follow Up

Keep the conversation moving

04

Quote

Send the work

05

Invoice

Close the loop

Made for iPhone

From the first hello to the final invoice.

Find a businessSave a contactRecord the visitAdd a noteSchedule a follow-upCreate the quote →
Private by design

Your business data is your business.

ClientCall uses your private iCloud account to store and sync your data. It isn’t built around advertising or monetizing your customer information.

iCloud Sync

Keep information available across supported devices with your Apple ID.

Face ID & Touch ID

Add another layer of protection with supported device biometrics.

Native by nature

Built with SwiftUI, SwiftData, CloudKit, Apple Maps, and system sharing.

No ad database

Your private customer database stays private—not packaged for advertisers.

ClientCall Pro

More capability.
The same simplicity.

Pro is being designed for businesses ready to take the next step, while keeping the focused ClientCall experience.

Learn about ClientCall Pro

Some Pro capabilities are planned or under development and may not yet be available.

Online invoice payments
Payment links
Stripe integration
Advanced financial insights
Enhanced branding
Additional workflows
Team capabilities
Shared business access
Keep your business moving

Take every client relationship with you.

Customers, contacts, notes, visits, follow-ups, opportunities, quotes, and invoices. All from your iPhone.