Clientboard
Clients and orders from any chat — without leaving the chat.
Clientboard is a CRM that lives in your keyboard. While you message a customer, save the client, log an order and set a follow-up in two taps. The app then shows who to write to today and how much money is in play.
A whole CRM, one keyboard away
Capture inside any chat
Save a client, an order, a note, a stage change or a payment from the keyboard — in WhatsApp, Telegram, Instagram, Messages or any other app.
Today screen
Overdue and upcoming follow-ups, clients with no next step, and your won, open and overdue totals at a glance.
Deals
Every order with its stage, amount and paid status. Filter unpaid orders and move deals forward with a swipe.
Clients
Search and tag clients. Each one has a timeline of orders, notes and reminders, plus one-tap Message and Call.
Follow-up reminders
Pick Tomorrow, In 3 days or Next week. Mark done or snooze right from the notification.
Quick replies & AI
Insert saved answers in one tap. Optional AI writes three reply suggestions — only after you allow it.
Three steps, no copy-paste
- Switch to ClientboardWhile chatting, tap the globe key to open the Clientboard keyboard.
- Tap what happenedNew client, new order, follow-up or payment — fill one line and save.
- Open the app laterToday shows who to write to and how much is open. Tap to jump back into the chat.
Your customers' data stays yours
Stored on your iPhone
Clients, orders and notes live on your device. There is no account and no cloud copy.
AI only with your consent
Nothing is sent to an AI until you allow it. You choose each time you ask for a reply.
No tracking
No ads, no analytics SDKs, no selling of data. Export everything to CSV any time.
PIN lock
Lock the app and the keyboard's client list with a PIN.
Read the Privacy Policy and Terms of Use.
Free during launch
Early users keep their features when Pro arrives. Want to know when Clientboard is out?