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Clients, Contacts, Leads
Keep the relationship pipeline clean without bloated fields. Focus on what matters right now.
TESTFLIGHT BETA AVAILABLE TODAY
Track clients, contacts, and leads. Keep a practical work journal. Move fast with keyboard-first search.
Pueblo CRM gives solo teams a focused place to manage relationships and document real work.
FEATURES
Built for people who run their own pipeline and need context fast.
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Keep the relationship pipeline clean without bloated fields. Focus on what matters right now.
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Capture meetings, follow-ups, and decisions in one timeline so your context stays attached to real work.
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Move quickly with shortcuts and global search. Find records and notes in seconds.
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Your data syncs automatically between macOS and iOS via iCloud. No account, no login — it just works.
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A consistent experience across macOS and iOS, designed for modern Apple workflows.
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Records live in your iCloud account. No third-party servers. Export and data ownership are first-class priorities.
SCREENSHOTS
Real product screens from the current beta build.
Dashboard
A clean command center for clients, leads, and recent activity.
Journal
Quickly log work notes so every relationship has real context.
Search
Global search keeps your workflow fast when context switching.
HOW IT WORKS
STEP 1
Add people, opportunities, and notes as work happens. Keep friction low so capture becomes habit.
STEP 2
Group your pipeline by client and lead stage, then attach journal entries to keep context durable.
STEP 3
Use search and timelines to prepare quickly, follow up consistently, and make cleaner decisions.
Get notified when TestFlight slots open and when major beta updates ship.
FAQ
The TestFlight beta is free today. Long-term pricing has not been announced yet.
Pueblo CRM syncs via iCloud when a connection is available. Core data is stored on-device so basic use works offline too.
Yes. Pueblo CRM uses Apple iCloud sync to keep your data consistent across macOS and iOS automatically. No account or login required.
Pueblo CRM is currently focused on macOS and iOS.
Go to the beta page, request an invite, and join the TestFlight program when access is approved.
Data ownership is an explicit product goal. Export and backup workflows are handled conservatively during beta.
Your data is stored in your personal iCloud account. Pueblo CRM does not operate its own servers.
Email support@pueblocrm.com and include your device plus the issue you are seeing.