Solo CRM vs CRM

Solo CRM is the client manager built for people who work alone — freelancers, consultants, real-estate agents, mechanics, designers, and anyone who manages customer relationships without a team behind them. No account. No cloud. No ads. Your data lives on your device. --- What it does Keep every client in one place. Store names, phone numbers, emails, notes, and custom tags. See a customer's full history in seconds. Never miss a follow-up. Assign tasks to customers, set due dates, and get reminders. The reminder actually fires even when you are offline. Track birthdays and important dates. A quick heads-up before a client's birthday is the kind of thing that builds loyalty. Organize with tags. Tag clients by project type, status, region, or anything that matters to your workflow. Back up your data on your terms. Export to CSV or JSON whenever you want. Restore from backup just as easily. Biometric lock. Enable Face ID, fingerprint, or a PIN to keep client data away from anyone who picks up your phone. --- Who uses it - A freelance designer tracking 40 ongoing clients and their project notes. - A real-estate agent following up with buyers without paying for enterprise CRM tools. - An independent consultant logging meeting notes from a taxi with no Wi-Fi. - A hair stylist remembering every client's preferences and next appointment. - A small contractor keeping job notes and contact history for every property owner. --- Why Solo CRM is different Every competitor either requires a cloud account, shows ads, or was built for sales teams. Solo CRM was built for one person doing everything themselves. - 100% offline. No internet needed to add customers, create tasks, or search your data. - No account required. Open the app and start working. No sign-up, no email, no password. - No ads. Ever. The app earns through an optional subscription. Nothing is shown to distract you. - Privacy by design. Data is stored locally. Optional biometric lock adds a second layer. - 122 languages. Works in your language out of the box. - Simple enough to learn in three minutes. Powerful enough to manage hundreds of clients. --- Optional premium A monthly or annual subscription removes the contact limit and unlocks full backup and restore. The free version covers the essentials — try it as long as you need before deciding. --- Pricing - Free: up to 10 contacts forever, no time limit - Premium: $5.99/month or $39.99/year (save 33%) - One subscription unlocks all features. Cancel anytime in your Apple ID settings. --- Permissions used and why - Contacts: optional, to import existing contacts quickly. - Notifications: for task reminders. - Biometrics: for app lock — stored on device only, never transmitted. --- Download Solo CRM and start managing your clients the way you actually work — offline, private, and without extra accounts to manage. --- Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://lid-web-privacy.web.app/customer-daily-privacy-policy-ios.html

ClientTrail helps salespeople stay on top of every client conversation, follow-up, and next step. Built as a lightweight sales contact book, ClientTrail turns your contacts into an action-focused workspace. Add client notes after a call, meeting, message, or visit, set the next reminder, and quickly see who needs attention today. Core capabilities: - Sales contacts: record role, decision influence, relationship warmth, communication preference, phone, email, WeChat, and notes. - Contact strategy: each contact detail page organizes to-dos, strategy, profile, and timeline, with attention tips, relationship-building suggestions, and compliance reminders. - Stakeholder management: track who introduced whom, relationship to the decision maker, attitude, influence, and internal context. - Quick contact actions: call or email directly from the contact list. - Follow-up records: capture calls, WeChat messages, email, visits, demos, customer feedback, and next actions. - Voice input: when you tap to start, Apple on-device speech recognition can transcribe your follow-up note. No third-party speech service is used. - Behavior signals: organize signals such as asking about price, sharing materials, introducing key people, clear commitments, silence, delayed replies, vague replies, and repeated challenges. - Communication observations: record mood, attention, tone, relationship trend, trust change, and pressure signals to help choose better questions and pacing. - Customer health: combine opportunities, relationships, and communication records into a clearer account view. - Local reminders: set next follow-up times for important contacts. - Privacy first: contacts are imported only when you choose them. ClientTrail does not read WeChat, SMS, email, or other app chats in the background. Designed for: - Field sales reps - Account managers - B2B salespeople - Consultants - Insurance agents - Real estate agents - Anyone who needs to remember who to contact next ClientTrail is not a heavy CRM. It is a practical follow-up desk you can open every day to understand who needs attention, what changed, and what to do next. Never miss the next client step.