Clientpilot - Core

ClientPilot is the ultimate command center for professionals managing clients, appointments, documents, and follow-ups. Stop scattering your information across WhatsApp, emails, sticky notes, and Excel files: your entire client and case tracking is now in one place, from the first request to closure.

📋 A COMPLETE CASE FILE Each case brings everything together on a single screen: pipeline stage, client contact details, document collection checklist, appointments, tasks, notes, and a complete history of actions. Change the stage with a single swipe, everything is tracked automatically.

⚡ YOUR DAY IN 10 SECONDS Open the app and instantly know what to do: today's appointments, cases to follow up on, cases stuck for too long, missing documents. An action-oriented dashboard, rather than just decorative statistics.

🔔 NEVER MISS A FOLLOW-UP Plan the next action for each case. As soon as it is due, the case rises to the top of your daily list. Mark the follow-up as done with one click: the history updates automatically.

📊 A CLEAR PIPELINE Visualize the distribution of your cases across the 7 stages of the cycle: new contact, qualification, documents to provide, appointment, follow-up, validation, closure. Spot bottlenecks at a glance.

📎 CENTRALIZED DOCUMENTS For each case, a checklist of required documents. Take a photo of the document or attach a file: it is marked as received, and the missing documents counter updates everywhere.

📅 APPOINTMENTS & TASKS Schedule your appointments directly from the case file, and find them on your dashboard when the day arrives. Manage your tasks and follow-ups in a consolidated list, sorted by due date.

📶 WORKS OFFLINE Out in the field with no network? Keep viewing and editing your cases: everything syncs automatically once your connection returns.

🔒 YOUR DATA IS SECURE Each account has an isolated and secure space, hosted on Google Cloud infrastructure. Your data belongs to you: no advertising, no data reselling.

👥 WHO IS IT FOR? ClientPilot is designed for freelancers and service professionals who track multiple clients or cases simultaneously: • Real Estate Agents: leads, viewings, documents, offers, signatures • Lawyers & Legal Professionals: qualification, documents, deadlines, case tracking • Brokers: document collection, simulations, follow-ups • Consultants & Agencies: prospects, onboarding, deliverables, validation • Coaches, recruiters, healthcare professionals...

Try ClientPilot for free: create your account in 30 seconds and start managing your first case today.