Clilot: CRM, Calendar, Clients

Your customers, appointments and next steps, all in one place. Clilot is a simple CRM and calendar that helps you manage your client base and stay on top of every follow-up. CUSTOMER DETAILS AT YOUR FINGERTIPS Keep phone numbers, email addresses and notes in each customer's profile. Set color-coded priorities, search and filter by stage or priority, and check a customer's event history before you reach out again. PLAN YOUR DAY Schedule meetings, calls and visits with the monthly calendar and the daily list. Create recurring events, add several customers to the same appointment, and save events without a date to schedule later. FOLLOW UP YOUR WAY Create, rename and reorder stages to match the way you work. Update each customer's stage so you always know where things stand. KNOW WHERE TO START See your active customers, this week's events and how your customers are spread across stages. Spot priority customers with no upcoming event and plan your next touchpoint. YOUR APPOINTMENTS IN THE CALENDAR YOU ALREADY USE Subscribe to your Clilot calendar and see your appointments in the Calendar app on your iPhone or iPad, alongside everything else. Create and edit events in Clilot and they update automatically. This feature is included in Clilot Professional. You can also use Clilot on your computer at app.clilot.com, with the same data. Built for advisors, consultants, freelancers and other professionals who need to keep their customers and schedule organized. Download Clilot and plan your next follow-up today. CLILOT PROFESSIONAL Clilot is free with limits: up to 20 events per month and 10 pending events. With the Clilot Professional subscription (monthly or yearly, with a 1-month free trial) there are no limits, and you can also sync your calendar and connect your AI assistants (Claude, ChatGPT or other compatible ones). The subscription renews automatically unless you cancel it at least 24 hours before the end of the current period. You can manage or cancel it in your App Store account settings. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy policy: https://www.clilot.com/en/privacy/