Skip to content
Pueblo CRM Pueblo CRM Join Beta

HELP

Get Started with Pueblo

A practical walkthrough for setting up your first client, adding contacts, using the journal, and relying on search instead of over-structuring.

Last updated March 3, 2026

Welcome to Pueblo

Pueblo is a focused client relationship tool for independent professionals. It is designed to help you maintain clarity across your client work without introducing unnecessary complexity.

It does not attempt to manage your entire business.

Instead, Pueblo provides:

  • Structured client records
  • Flexible contacts
  • Lightweight lead tracking
  • Lightweight engagements for meaningful work
  • A relationship journal with checklists and scheduled follow-ups
  • Fast, direct search

Everything else stays in the Apple tools you already rely on.

How Pueblo Fits Into Your Workflow

Pueblo works best when paired with:

  • Calendar for meetings
  • Reminders for tasks
  • Mail for communication
  • Messages for quick exchanges

Pueblo holds the relationship context.

When you open a client, you should be able to answer:

  • Where does this relationship stand?
  • What was last discussed?
  • What matters to them?
  • What happens next?

That clarity reduces friction across your entire workflow.

Pueblo clients overview

Step 1: Add Your First Client

A client record represents a business or entity you work with.

When creating a client, focus on essentials:

  • Business name
  • Website URL
  • Stage
  • Short description

Stages help you quickly understand the relationship status:

  • New
  • Qualified
  • Proposal
  • Active
  • Churn Risk
  • Closed Lost

Avoid overthinking the stage. Choose the one that reflects reality today.

Step 2: Add Contacts

Clients are organizations. Contacts are people.

Add contacts such as:

  • Owners
  • Project managers
  • Marketing leads
  • Billing representatives

Contacts can be connected to multiple clients when necessary. This is useful when one individual manages multiple brands or companies.

The goal is clarity, not complexity.

Step 3: Write Your First Journal Entry

The journal is where Pueblo becomes powerful.

After a call or meeting, write a short entry capturing:

  • What was discussed
  • What felt important
  • Decisions made
  • Next steps

This does not need to be long. Two to five minutes is enough.

Over time, these entries create continuity. You will not rely on memory alone.

Step 4: Use Search Instead of Over-Structuring

Pueblo is built around speed.

Rather than creating rigid folder systems or complex tagging hierarchies, rely on:

  • Direct search
  • Clean client naming
  • Clear journal entries

If you can describe it, you should be able to find it.

A Simple Daily Workflow

A typical day using Pueblo might look like this:

  1. Open Pueblo in the morning.
  2. Review Active clients.
  3. After meetings, write quick journal entries.
  4. Adjust stages if relationships shift.
  5. Use search to instantly retrieve context before calls.

Tasks live in Reminders.

Meetings live in Calendar.

Communication stays in Mail.

Pueblo maintains relationship memory.

What Pueblo Is Not

To use Pueblo effectively, it helps to understand what it intentionally avoids:

  • No automation engines
  • No email syncing
  • No marketing funnels
  • No heavy pipeline dashboards

This keeps the tool calm and durable.

You remain in control of your workflow rather than managing the software.

Moving Forward

Once your first client is set up:

  • Add leads as new opportunities appear.
  • Convert serious opportunities into clients.
  • Maintain short, consistent journal entries.
  • Review stages periodically.

Pueblo rewards consistency more than configuration.

The goal is not to manage people.

The goal is to maintain clarity in your professional relationships.