ClientGo

Stop losing clients to forgotten follow-ups.

ClientGo is the simple way to stay on top of the people you work with. No bloated CRM, no confusing pipelines, no
enterprise complexity. Just a clean, fast tool to track your contacts and never miss a follow-up again.

Built for people who work with clients, not sales teams.
Whether you're a contractor, consultant, real estate agent, financial advisor, freelancer, plumber, or small agency
owner. If you maintain relationships with clients, ClientGo keeps you organized without the learning curve.

📇 Your Contacts, Organized
Store contacts with names, companies, emails, phone numbers, and notes. Quickly search and find anyone. Add quick
notes to a contact's profile so nothing falls through the cracks.

🔔 Reminders & Scheduled Activities
Create flexible reminders (just a date) or scheduled events (specific time) for calls, meetings, visits, and
check-ins. See what's overdue, what's due today, and what's coming up — all in one place.

📅 Calendar View
A clean monthly calendar shows all your activities at a glance. Tap any day to see the details. Plan your week without
switching apps.

🔗 Activity History
Link activities together to see your full interaction history with any contact. Know exactly when you last reached out
and what was discussed.

👥 Team Collaboration
Working with a partner or small team? Share contacts and activities, assign follow-ups, and keep everyone on the same
page. Invite team members in seconds.

📧 Email Notifications
Get a daily digest of what's on your plate and reminders before scheduled activities. Set your timezone and choose how
far in advance you want to be notified.

Why ClientGo?
Most CRMs are built for large sales teams. They're packed with dashboards, automations, and workflows that overwhelm
anyone who just wants to remember to call a client back. ClientGo is different:

✅ Simple — No training required. If you can use a phone, you can use ClientGo.
✅ Fast — Add a contact or reminder in seconds, not minutes.
✅ Focused — We do one thing well: help you stay in touch with people.
✅ Lightweight — No bloat, no clutter, no features you'll never use.

Perfect For:
🔧 Contractors & tradespeople
💼 Consultants & freelancers
🏠 Real estate agents
📊 Financial advisors
🤝 Account managers
🏢 Small agency owners
👤 Anyone who works with clients

If you need something between a spreadsheet and enterprise CRM, ClientGo is it.

Free to get started. Upgrade when you're ready.