ClientStack

ClientStack is a lightweight CRM built for agents (insurance, real estate, and more), freelancers, and small business owners. Keep your client pipeline organized, stay on top of follow-ups, and manage daily work in one clean, practical app. Key features: • Clients Create, edit, search, and manage client details in one place. • Tasks & Reminders Track work by status, due date, priority, and recurring reminders to stay consistent. • Projects Organize work into projects, connect tasks and files, and track progress with a built-in timeline. • Files Attach and organize important documents, notes, and references. • Email Templates Reuse polished messages and respond faster with built-in templates. • Business Card Scan Scan a card, review extracted info, and instantly create a client. • Import / Export Move data in bulk and keep full ownership of your records. ClientStack is designed for fast daily use and end-to-end workflows—so you can spend less time managing information and more time closing business.