ClientBase: Offline CRM Notes

ClientBase: Offline CRM & Notes helps freelancers, consultants, and small business owners manage clients without cloud accounts, monthly CRM fees, or losing control of sensitive contact data.

Everything stays on your phone. Client profiles, meeting notes, call logs, payments, tags, and follow-up reminders are stored locally—so you can work confidently with real business relationships, even when you are offline.

WHY CLIENTBASE

• 100% offline-first — no login, no server sync, no vendor lock-in
• Built for speed — log a call, note, or payment in seconds
• Privacy by design — your client database never leaves your device unless you export it
• Professional workflow — pipeline stages, filters, and insights at a glance

CORE CRM FEATURES

• Client profiles — name, company, phone, email, tags, photo, and custom notes
• Interaction timeline — meetings, calls, notes, and payments in one chronological view
• Pipeline stages — Lead, Prospect, Client, and Inactive to track where each relationship stands
• Smart filters — search, tags, company, inactivity period, and stage
• Follow-up reminders — local notifications so nothing slips through the cracks
• Recurring reminders — weekly, bi-weekly, monthly, or quarterly check-ins
• Quick actions — call, log a note, schedule follow-up, or open a profile from one tap

STAY ORGANIZED

• Insights dashboard — inactive clients, due today, weekly activity, payments this month
• Global search — find clients and notes across your entire database
• Note templates — save and reuse snippets for faster logging
• Import tools — bring clients in from CSV or your phone contacts
• Export & backup — CSV export for spreadsheets and safe local backups
• Device calendar — add follow-ups to your system calendar when you want to

BUILT FOR REAL-WORK PRIVACY

ClientBase is ideal if you manage client relationships on the go and do not want your CRM data uploaded to someone else’s cloud. Use optional app lock (PIN + recovery question, biometric unlock where supported) for an extra layer of protection on shared devices.

FLEXIBLE PLANS

• Free — full offline CRM with optional ads
• ClientBase Pro — remove ads with weekly, monthly, or yearly subscriptions


PERMISSIONS, EXPLAINED

• Contacts — only if you choose to import clients from your address book
• Storage — only when you export CSV/PDF backups you request
• Notifications — for follow-up and optional weekly backup reminders
• Calendar — only when you add a reminder to your device calendar
• Biometrics — only if you enable app lock

ClientBase is a practical, offline utility—not enterprise software. It is designed for professionals who want a simple, trustworthy client notebook that works everywhere, including airplanes, job sites, and areas with poor signal.

Download ClientBase and keep your client relationships organized—privately, locally, and on your terms.