Slotwise CRM

Slotwise CRM is the iPhone companion to Slotwise, a client CRM and scheduling service for freelancers and small businesses. It's my own take on an all-in-one client tool: bookings, clients, tasks, invoices and follow-ups in one place, without the bloat. Sign in with your Slotwise account and your day is ready: TODAY • See today's bookings at a glance, with your next meeting at the top • Join Google Meet calls with one tap BOOKINGS • Every upcoming booking with the client's name, time and notes • Reschedule to one of your open times, straight from your phone CLIENTS • Your client list with contact details, company and notes • Add new clients and notes on the go • Open, copy or share a client's private portal link, or reset it if it's been shared too widely • Schedule project check-ins TASKS • Add tasks and tick them off as you finish them INVOICES AND CASH-FLOW • Track sent, paid and overdue invoices • Copy an invoice's pay link to send to a client • See money in over the last 30 days and all time, plus expected and overdue amounts and late-paying clients • Create a polite chase draft for an overdue invoice DRAFTS AND ACTIVITY • Review follow-up drafts and suggested notes and tasks, then apply them • Nothing goes out automatically. Every email needs your confirmation before it's sent. • An activity timeline with safe undo for drafts and tasks PRIVATE BY DESIGN • Sign in by approving a short code on the web. The app never sees your password. • No ads, no tracking, and no selling of your data • Your sign-in token is stored in the iOS Keychain Slotwise CRM needs a Slotwise account. You can create one at slotwise.gartners.org. Privacy policy: https://slotwise.gartners.org/privacy Terms: https://slotwise.gartners.org/terms Support: andrew@gartners.org