Customer Daily - CRM & Tasks

CustomerDaily is the privacy-first CRM for freelancers, consultants, and small business owners who manage client relationships without enterprise complexity.

Never miss a follow-up. Build stronger relationships. Grow your business.

WHY CUSTOMERDAILY?

NEVER MISS A FOLLOW-UP
Smart reminders notify you exactly when to reach out. No more lost opportunities.

ONE-TAP COMMUNICATION
Call, text, or email clients directly. Every interaction logged automatically.

YOUR DATA STAYS PRIVATE
100% offline-first. Your data never leaves your device.

BUILT FOR MOBILE
Lightning-fast native iOS. Access anywhere. Works perfectly offline.

KEY FEATURES

CLIENT MANAGEMENT - Complete profiles with photos, contact info, and custom tags. Track importance levels and last contact dates.

INTERACTION TRACKING - Log calls, meetings, emails, and messages with automatic timestamps.

SMART REMINDERS - Tasks with priorities and smart notifications. Auto-skip weekends. Recurring tasks.

CALENDAR VIEW - Month and week views. See which clients need attention each day.

TODAY VIEW - Dashboard with key metrics. Overdue tasks highlighted. Filter and sort instantly.

ANALYTICS - Task completion trends, contact frequency, priority distribution, relationship health.

CUSTOM TAGS - Unlimited tags (VIP, Lead, Active, High-Value). Multi-tag support with filtering.

SEARCH - Search all clients and tasks instantly. Recent searches history included.

SECURITY - Face ID/Touch ID, PIN protection, AES-256 encryption, auto-lock. GDPR compliant.

DATA EXPORT - CSV export, encrypted backups, restore capability, contact import. Full data ownership.

PERFECT FOR

Freelancers & Consultants
Real Estate Agents
Insurance Brokers
Financial Advisors
Sales Professionals
Service Providers
Small Business Owners

HOW IT WORKS

1. ADD CLIENTS - Import from contacts or add manually with photos and tags.
2. SCHEDULE FOLLOW-UPS - Create tasks with smart reminders.
3. GET NOTIFIED - Never miss a follow-up. Complete or snooze from notifications.
4. LOG INTERACTIONS - One-tap calling with automatic logging.
5. SEE INSIGHTS - Dashboard shows who needs attention and overdue items.

WHAT MAKES US DIFFERENT

OFFLINE-FIRST - Works without internet. Data stays on your device.
PRIVACY-FOCUSED - No data collection. No analytics. No tracking.
RELATIONSHIP-DRIVEN - Built for client relationships, not generic tasks.
TRULY NATIVE - 100% n