Client Compass is a private client follow-through workspace for independent professionals, consultants, freelancers, and small teams.
Turn every relationship into a clear next step. Instead of hiding your work behind an unexplained score, Client Compass shows exactly why a client needs attention using the dates, next actions, interactions, and commitments you entered.
KNOW WHAT HAPPENS NEXT
- Name the next action and choose its follow-up date
- Record whether you, the client, or both sides owe the next handoff
- Set priority and tags for fast review
- See overdue dates, missing actions, unanswered commitments, and quiet relationships in one explainable queue
KEEP PROMISES VISIBLE
- Add commitments to any client record
- Assign each promise to your team, the client, or both sides
- Track due dates, notes, completion, and reopening
- Review every open commitment across your client list
LOG CONTEXT WHILE IT IS FRESH
- Record calls, emails, messages, meetings, and notes
- Update the next action, date, and owner in the same flow
- Keep a chronological interaction history on each client
- Use original drafting prompts as a starting point for your own messages
WORK FROM FIVE FOCUSED VIEWS
- Today: a field desk for what deserves attention now
- Clients: search, sort, filter, add, and edit your complete local library
- Review: clear reasons and open commitments without hidden scoring
- Insights: relationship coverage, recent activity, channels, categories, and quiet clients
- Toolkit: message prompts, export, backup, restore, reminders, privacy, and app information
OWN YOUR RECORDS
Build and share a formatted PDF brief, text summary, CSV file, or complete JSON backup. Restore from your own backup when needed.
PRIVATE BY DESIGN
Client Compass works without an account. It has no ads, subscription, third-party analytics, or tracking. Records are stored on your device. Nothing leaves the app unless you explicitly export or share it. Optional follow-up notifications are scheduled locally for the date you choose.
Client Compass does not send messages, process payments, or provide legal or financial advice. It gives you a calm, inspectable place to remember the context and do the next responsible thing.
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