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• Home

  The operating system for solopreneurs: one private CRM for clients, leads, invoices and your calendar on iPhone and iPad. Mac coming soon. Free beta open.

• Why ClientOS: A CRM Built for Solopreneurs

  Spreadsheets lose leads and cloud CRMs hold your clients. See why solopreneurs choose a private, offline CRM built for the work they do.

• How ClientOS Works: Set Up in Minutes

  From picking your profession to your first report: how to set up ClientOS, import clients, track business and read your dashboard.

• Join the ClientOS Beta

  Get a free TestFlight invitation to the ClientOS beta. Private, offline and built for solopreneurs on iPhone and iPad.

ClientOS for your profession

• ClientOS for Financial Planners: Private Offline CRM

  A private, offline CRM for financial planners. Track commission, leads and your whole book on iPhone and iPad. Join the free beta.

• ClientOS for Lawyers: Private Offline Practice Manager

  A private, offline practice manager for independent lawyers. Cases, billable hours and enquiries on your own device. Join the free beta.

• ClientOS for Private-Practice Doctors: Offline Practice App

  A private, offline practice app for independent doctors. Visits, no-shows, follow-ups and accounts on your own device. Join the free beta.

• ClientOS for Therapists and Wellness Pros: Private Practice App

  A calm, offline practice app for therapists and wellness pros. Sessions, retention and notes kept on your device. Join the free beta.

• ClientOS for Freelance Consultants: Private Offline CRM

  A private, offline CRM for freelance consultants. Proposals, engagements, invoices and cashflow without a monthly SaaS bill. Join the free beta.

Help

• ClientOS Support

  Help with ClientOS: getting started, backups and recovery keys, and how to contact the support team.

• One-to-one onboarding

  Book a remote session with OS 'N MAC to set ClientOS up around the way you work.

Privacy and legal

• Privacy Policy

  How ClientOS and clientoscrm.com handle data: client data is stored on your device, not on our servers.

• Website Privacy and Cookies

  What clientoscrm.com stores when you join the beta, the cookies it uses, and how analytics run only if you accept.

• Privacy Choices

  Your privacy choices for ClientOS and this website, and how to have beta signup details removed.

• Accessibility

  ClientOS is built to WCAG 2.1 AA with VoiceOver, Dynamic Type, Reduce Motion and Voice Control support.

• Terms of Use

  The terms that apply to using ClientOS and the clientoscrm.com website.