Beta now open · iPhone, iPad and Android
The operating system for solopreneurs.
Know who to call next, who owes you, and what you earned this month.
Clients, leads, invoices and your calendar in one app on your phone, in the words of your profession.
Financial Planner
Lawyer
Doctor
Therapist
Consultant
No cloud account. No subscription. No analytics.
Set up for a financial planner
One app, five professions
It speaks the language of your practice.
Pick your role at setup and ClientOS re-skins itself: the words on every screen, the sample data, the dashboard, the pipeline, the reports and the lessons.
Financial Planner
Lawyer
Doctor
Therapist
Consultant
Your core work
Submitted business
How you get paid
Commission and premiums
Dashboard leads with
Month-to-date commission, with the year to date beside it
Default pipeline
New
Contacted
Meeting
Proposal
Negotiating
Won
Standout reports
Commission Analysis, Lead Conversion
Tailored lessons
Sales funnel and client retention
From first call to paid invoice.
One app for your client book, your pipeline, your work and your earnings.
Pick your role
Choose your profession at setup and the whole app re-tunes itself: vocabulary, sample data, dashboard, pipeline, reports and lessons.
Every profession gets
The whole toolkit, in your words.
Role-aware dashboard
The numbers and quick actions that matter to your profession, with an on-device lead-source insight.
Clients, imported in minutes
Custom fields, status chips, and import from a CSV file.
Customisable pipeline
Sensible default stages per role that you can rename and reorder.
Calendar sync
Optional sync with your device's calendar, linked to the client or lead.
Invoices and statements
Branded PDFs, a payment ledger, expenses and an on-device budgeting insight.
Voice logging
Log a call or visit by speaking. Transcribed on your iPhone or iPad, or on Android 13 and later.
Learn tab
Bite-sized, profession-specific lessons behind a five-layer safety check.
Your words, your catalogue
Rename any label and edit the service catalogue to suit your practice.
Encrypted backup and export
Encrypted backups to your own iCloud Drive or, on Android, a folder you choose. Plus CSV and PDF export.
Your practice on a bigger screen.
ClientOS runs on iPhone, iPad and Android phones and tablets. On iPad the dashboard adds your revenue trend, pipeline, product mix and lead sources in one view.
Android 8.0 or later
iPhone, iPad or Android?
Nearly everything is the same on both. The differences are small.
The same on both
- Encrypted records
- Password plus optional fingerprint or face unlock
- Automatic encrypted backups
- CSV import and export
- Reports and finances
- The Learn tab
The differences
- The Mac version, when it arrives, comes with the Apple purchase.
- On iPhone and iPad the recovery key can be kept in iCloud Keychain. On Android it is shown and saved at setup only.
- Voice transcription works on any supported iPhone or iPad. On Android it needs Android 13 or later; on older phones the recording is kept and you type.
- Keyboard shortcuts on iPad with a keyboard.
Accessibility: on iPhone and iPad ClientOS is built to WCAG 2.1 AA. On Android we aim to meet WCAG 2.1 AA. Accessibility statement
Your clients trusted you. Your tools should deserve it.
There is no ClientOS server, and the app sends nothing to us. Your records are stored on your device, and the only copy outside it is the encrypted backup you choose to make.
- Sensitive details encrypted on iPhone and iPad, the whole database encrypted on Android
- Keys derived with PBKDF2 at 600,000 iterations
- Face ID or Touch ID tied to the iOS keychain. Fingerprint or face unlock tied to the Android Keystore
- Zero network calls. Works fully offline
- No analytics, no telemetry, no third-party SDKs
- Encrypted backups go to your own iCloud Drive or a folder you choose, never to us
Try it free in the beta.
Leave your name and email on clientoscrm.com and we will send a free invitation: TestFlight for iPhone and iPad, Google Play testing for Android. Sample data is included, so you can see how it works for your profession before you add a single client.
At launch ClientOS is $34.99, then $49.99, paid once on the App Store and Google Play. No subscription. Beta users get 2 years free at launch. T&Cs apply.
Tell me at launch
- Five professions
- iPhone, iPad and Android
- Mac coming soon
- Works offline
Frequently Asked Questions
Is my client data on a server somewhere?
No. ClientOS makes no network calls. Your records are stored on your device. On iPhone and iPad, sensitive details such as ID numbers are encrypted with AES-256-GCM and the rest relies on iOS Data Protection. On Android the whole database is encrypted. Backups go where you choose: your own iCloud Drive on iPhone and iPad, or a folder you pick on Android, such as Google Drive. Neither is ours. We do not have a server.