The CRM that remembers your clients for you.
ClientZapp keeps every client, conversation, follow-up and quotation in one place — and tells you which relationships have gone quiet before they go cold. Set it up in an afternoon, not a quarter.
14 days free · no credit card · import your spreadsheet on day one
Nothing was lost. It was just never written down.
Most small businesses do not lose deals to a competitor. They lose them to a quote nobody chased and a client nobody called back. ClientZapp is built around those two failures.
Everything about a client, on one page
Contacts, calls, emails, deals, tasks, files and quotations — one timeline, in order, with no tab-hunting.
Quiet clients raise their hand
Every client carries a health badge that cools on its own as time passes. Silence becomes visible instead of invisible.
Quotations you can actually follow up
Attach the PDF you already made, send a tracked link, and see when it was opened — and how many times.
A working CRM, not a construction kit
Every module below is in the product today. Nothing here is a roadmap item.
Clients & contacts
Companies and the people inside them, with lifecycle from lead to past client, owners, tags and duplicate detection on the way in.
Pipeline
Drag a deal between your own stages. Days-in-stage, expected close and won/lost reasons are recorded as you go.
Follow-ups
Tasks against a client, contact, deal or quote. One alert the hour it falls overdue, and an 08:00 digest in your timezone.
Quotations
Versioned attachments, a tracked share link, open counts, automatic expiry, and acceptance that closes the linked deal.
Files
Contracts, scopes and photos on the client they belong to — with every quotation version listed alongside them.
Team & permissions
Owner, Admin, Member and Viewer roles. Invite by email; a Viewer can read the pipeline without touching it.
Your spreadsheet is a fine place to start
Import your clients from CSV or Excel, map the columns once, and let ClientZapp flag the duplicates before they land. Your quotations stay the documents you already produce — ClientZapp tracks them, it does not make you rebuild them in a form.
- CSV and Excel import with column mapping
- Duplicate detection on name, email and domain
- Attach the PDF or spreadsheet you already send
- Export what is yours, whenever you want it
A Tuesday morning in ClientZapp
An illustration, not a customer quote.
- 08:00 — the digest lists four follow-ups due today and one overdue.
- 08:20 — two clients moved to cooling overnight; both get a call.
- 09:15 — a quotation sent last week shows three opens and no reply. Chased.
- 11:00 — that quotation comes back accepted, and the deal closes itself.
See how different teams use it on the customers page.
From $8 per user per month
Three plans, a 14-day trial, and no card until you decide.
Solo
For the consultant or owner-operator who is the whole sales team.
Single user
Start free trialTeam
For a small team that sends quotations and wants to know what happened to them.
Up to 5 users
Start free trialBusiness
For a growing company that needs seats, oversight and integrations.
Unlimited seats
Start free trial