Clilot: CRM, Calendar, Clients

Your customers, appointments and next steps, all in one place. Clilot is a simple CRM and calendar that helps you manage your client base and stay on top of every follow-up.

CUSTOMER DETAILS AT YOUR FINGERTIPS

Keep phone numbers, email addresses and notes in each customer's profile. Set color-coded priorities, search and filter by stage or priority, and check a customer's event history before you reach out again.

• Multiple phone numbers and email addresses per customer
• Notes on every customer and every event
• Color-coded priorities so you can focus on what matters
• Quick search, sorted alphabetically, by stage, by priority or by most recent
• Full history of meetings, calls and visits for each customer

PLAN YOUR DAY

Schedule meetings, calls and visits with the monthly calendar and the daily list. Your calendar and your CRM work together: every appointment is linked to its customers.

• Recurring events: daily, weekly, monthly or yearly
• Several customers in the same appointment
• Event titles with their own default duration
• Events without a date, ready to schedule later

CUSTOMER FOLLOW-UP, YOUR WAY

Create, rename and reorder stages to match the way you work. Update each customer's stage so you always know where things stand.

KNOW WHERE TO START

See your active customers, this week's events and how your customers are spread across stages. Spot priority customers with no upcoming event and plan your next touchpoint.

YOUR APPOINTMENTS IN THE CALENDAR YOU ALREADY USE

Add your Clilot subscription link to Google Calendar or any other calendar that supports iCal. See your appointments there, and create or edit events in Clilot. This feature is included in Clilot Professional.

ON YOUR PHONE AND YOUR COMPUTER

• Works on Android phones and tablets
• Also available on your computer at app.clilot.com, with the same data
• Light and dark mode
• Manage your active sessions
• Delete your account right from the app

A CRM BUILT FOR PROFESSIONALS

Designed for advisors, consultants, agents, freelancers and other professionals who want simple customer management, without spreadsheets or scattered notes.

Download Clilot and plan your next follow-up today.