Cliently CRM vs Iris

Cliently is a simple and focused iPhone app for client management. It keeps clients, contacts, terms, notes, activity, and payments in one place, so you can focus on your work instead of jumping between multiple tools. Cliently is designed for freelancers, small teams, and anyone who needs a clear view of who they work with, what already happened, and what needs to happen next. What you can do with Cliently: CLIENT MANAGEMENT Store the key information for each client, including contacts, notes, activity, pricing, and payment totals. Client cards are designed to stay practical, clean, and easy to scan in daily use. CONTACTS IN ONE PLACE Add contact people, phone numbers, email addresses, and other details to each client. If you want, you can also link clients with Apple Contacts and keep your information available outside the app as well. TERMS AND NEXT STEPS Cliently uses one consistent term-based workflow, so it is always clear what the next step is. A term can include a type, title, date, priority, note, and assigned contact. This makes it easy to see what is due today, tomorrow, or overdue. DAILY OVERVIEW The Overview section works as your daily dashboard. It shows what needs attention today, what is coming tomorrow, and which items are overdue. It helps you start the day quickly and stay organized. CALENDAR The calendar shows your terms by day and helps you jump to the exact date you need. On iPhone, the calendar is tuned for clear and comfortable everyday use. NOTES AND ACTIVITY Notes are ideal for summaries, decisions, and important context. Activity gives you a readable history of meetings, calls, and other important events. Together, they give you instant context for every client relationship. QR PAYMENTS On iPhone, Cliently can generate payment QR codes. Just enter your account number and IBAN in Settings, or upload your own QR code, then enter the amount when needed. Your client can scan the code directly in their banking app. FINANCE Track received payments for each client and keep an overview of the total amount paid. This helps you stay organized not only with communication, but also with the financial side of your work. ICLOUD SYNC If you use the same Apple ID across devices, Cliently can sync your data through iCloud. That makes it easy to continue where you left off. Cliently is built around clarity, speed, and simplicity. It is made to support real everyday client work without unnecessary complexity.

Remember what you worked on before the details disappear. Iris is a private, local-first work journal that makes it easy to capture small work updates, keep track of your progress, and build a useful record of what you’ve accomplished over time. Record a quick voice note or type an update, and Iris can organize it into clearer highlights, impact, blockers, people, and next steps. As your notes build up, turn your work history into weekly updates, monthly summaries, achievement records, or performance review drafts. With Iris, you can: - Capture quick work notes whenever something worth remembering happens - Record short voice notes and turn them into editable transcripts - Tag notes by project to keep different areas of your work organized - Organize messy notes into highlights, impact, blockers, people, and next steps - See your recent work, activity, and follow-ups from Home - Generate weekly recaps and manager updates - Create monthly summaries and achievement records - Turn your work history into yearly summaries and performance review drafts - Set reminders to build a consistent logging habit Built for the way work actually happens You don’t need to maintain a detailed journal every day. Capture a quick update when something moves forward, you solve a problem, receive useful feedback, unblock someone, or finish something you may want to remember later. Over time, Iris gives you a clearer record of your work — without turning work tracking into another heavy productivity system. Private by design Your journal entries and saved summaries are stored locally on your device. AI features are optional and only run when you choose to use them, including voice transcription, note organization, and summary generation. Iris does not store your raw journal entries or voice recordings. Iris Plus is available for higher AI usage limits and additional summary features. Privacy Policy: https://iris-ai.xyz/mobile-privacy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/