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TESTFLIGHT BETA AVAILABLE TODAY

Relationship memory for solo operators on Mac and iPhone.

Pueblo CRM keeps every client, lead, and follow-up at your fingertips — a keyboard-first relationship memory with journal, checklists, and private CloudKit sync. No account, no subscription.

Join Beta See how it works

Pueblo CRM gives independent professionals one place to remember every relationship — free for 30 days, then yours forever with a single purchase.

  • Private CloudKit Sync
  • Keyboard-first ⌘K
  • macOS + iOS
  • Buy Once

RELATIONSHIP MEMORY

Pueblo helps you with clients, contacts, and leads

Three record types, one memory. Capture the opportunity, know the people, and keep the full story — without bloated fields or pipeline theater.

Riverbend Coffee client record with checklist, recent activity, and connections in Pueblo CRM

Every client reads like a story

Open a client and see the whole relationship at a glance — journal entries, calls, meetings, and reminders in one chronological timeline. Stages stay honest: New to Active to Churn Risk, no forecasting theater.

Northstar Studio client window open behind a contact record in Pueblo CRM
Maya Chen contact record with checklist and recent activity in Pueblo CRM

The people behind the business

Clients are organizations — contacts are people. Link owners, project managers, and billing reps to one or many clients, then file a two-minute journal note after every call so context sticks to the right person.

Two colleagues discussing new business over lunch with a laptop
Convert to Contact button in Pueblo CRM
Portrait of a new sales lead

Lightweight leads that convert cleanly

Capture new opportunities without bloated fields. When a lead gets serious, convert it into a contact or client — origin context comes along, nothing gets retyped or lost.

CHECKLISTS

Checklists that stick

Attach short checklists to any client, contact, lead, engagement, or journal entry — then see every open item in one dedicated Checklist page with its source, type, and dates.

Checklist 8 open

Add Elena to the follow-up spreadsheet

RRiverbend Coffee

Client

Oct 8, 2026

—

Ask Maya's assistant what food preferences matter for the onsite

NNorthstar Studio

Client

Oct 8, 2026

—

Call Jason about the new market evaluation.

AAcme Industries

Client

Sep 30, 2026

Sep 30, 2026 at 4:18 PM

Don't forget to include the new checklist feature in the release notes

BBrave New Design

Client

Oct 3, 2026

—

Draft PDF for client

WWebsite launch plan

Engagement

Oct 7, 2026

—

Ensure Riverbend is set up with our API

RRiverbend Coffee

Client

Oct 8, 2026

—

I really need to call this client soon — they want to expand the retainer

ASAlice Smith

Contact

Oct 1, 2026

—

Post about Pueblo's new CLI

BBrave New Design

Client

Oct 3, 2026

Oct 3, 2026 at 1:34 PM

Review latest email from Maya

MCMaya Chen

Contact

Oct 8, 2026

—

Update homepage URL to pueblo.com

ASAlice Smith

Contact

Oct 2, 2026

—

Made for capture on the go, too

Get the iOS app

Client lunches, site visits, or coffee catchups — file the journal note, tick the checklist, and set the follow-up from your iPhone before you've even left the table.

Pueblo CRM app icon in the iPhone dock, ready on the home screen Journal entry with checklist open in Pueblo CRM on iPhone

Your AI assistant can use Pueblo, too

Pueblo speaks Model Context Protocol, so the assistant you already use can look up a client, file a note, or pull together follow-ups — reading and writing the same records you keep in the app.

  • Claude by Anthropic
  • ChatGPT by OpenAI
  • Google Gemini
  • Cursor
  • Microsoft Copilot
Easy to connect

Enable MCP access in Settings, then have your assistant handle the setup or add the connection yourself. Pueblo.app must be running for the connection to work.

File notes for you

Tell your assistant what happened and it files the note and checklist in the right place.

Your data stays yours

MCP access is opt-in and works with the records on your Mac and your private CloudKit database. No new account, no new server.

Prefer the terminal? A pueblo CLI with the same access is still available for power users.

MCP

Use Your Agents

Capture. Organize. Review.

STEP 1

Capture

Add people, opportunities, and notes as work happens. Keep friction low so capture becomes habit.

STEP 2

Organize

Group your pipeline by client and engagement stage, attach journal entries and checklists to keep context durable.

STEP 3

Review

Use search and timelines to prepare quickly, follow up consistently, and make cleaner decisions.

Everything you need, nothing bloated

Relationship memory, not pipeline theater. Built for people who run their own pipeline and need context fast.

Relationship Timeline

Every client reads like the story of the relationship: journal entries, calls, meetings, and reminders in one chronological timeline with lightweight filtering.

Clients, Contacts, Leads

Keep the pipeline clean without bloated fields. Leads convert into contacts and clients without losing their origin context.

Lightweight Engagements

Track meaningful work — a redesign, a consultation, a collaboration — through simple stages from idea to completed, with no forecasting theater.

Checklists That Stick

Attach short checklists to any client, contact, lead, engagement, or journal entry. New in this beta, with a dedicated Checklist page across everything.

Keyboard-First Search

Press ⌘K and find any client, contact, lead, engagement, or journal entry in seconds. Fully navigable by keyboard on macOS.

Your Cloud, Your Data

Records sync across your Mac and iPhone through your private CloudKit database. No Pueblo servers, no account. One purchase unlocks editing forever; CSV export included.

FAQ

Questions, answered

Pricing, sync, and platforms at a glance.

Is Pueblo CRM a subscription?

No. Pueblo CRM is free to download with a 30-day trial. One in-app purchase unlocks editing permanently — no subscription, no per-seat pricing. When the trial ends, your records remain available to read and export.

How does sync work?

Pueblo CRM syncs through your private CloudKit database, keeping your data consistent across the Mac and iPhone signed into the same Apple ID. There are no Pueblo servers and no account or login required. Your trial start is also stored there, so one trial applies across your devices and survives reinstalling.

Does Pueblo CRM work offline?

Yes. Your records are cached on-device for responsive use, including offline, and CloudKit sync catches up when your connection returns.

What platforms are supported?

Pueblo CRM is currently in TestFlight for macOS and iOS. iPad support is planned for shortly after the App Store release.

How do I join the beta?

Go to the beta page, request an invite, and join the TestFlight program when access is approved. The App Store release is coming very soon.

More answers in the FAQ →

TESTFLIGHT BETA AVAILABLE TODAY

Remember every relationship.

Free for 30 days, then yours forever with a single purchase. No subscription, no account — your data stays in your private CloudKit database.

Join Beta Read the FAQ