Client Compass

About Client Compass

Client Compass is a private client follow-up workspace for solo businesses, consultants, and freelancers who need useful context without a heavy CRM.

Keep preferences, promised actions, file links, invoice notes, categories, status, and the next follow-up date together in each client record. Search, filter, sort, add, and edit the complete local library from a native iPhone and iPad interface.

Log calls, emails, texts, meetings, and notes so the last meaningful interaction is easy to recover. The Due Now view surfaces open relationships that need attention, while original message templates provide copy-ready starting points that you can personalize.

Insights summarize recent activity, communication channels, open work by category, and relationships that have gone quiet. Build PDF briefs, share text or CSV exports, and create a complete JSON backup that includes client records and follow-up history. Optional reminders are scheduled locally on the device.

Client Compass works without an account. Records stay on your device unless you explicitly export or share them. There are no ads, third-party analytics, trackers, subscriptions, or in-app purchases.