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What you getHow it worksAI CRM
Add-ons
Professional PageCampaigns & EventsWalkthroughsPricing

One AI CRM to start, manage and grow your client business.

Look professional from day one. Share your digital business card, collect prospects, manage every client relationship and use AI to remember conversations and next steps—all from one connected workspace.

Start your 14-day trial See how it works
  • Digital card included
  • CRM, Campaigns & Walkthroughs for 14 days
  • No card required
Phone showing a professional's digital business card with save-contact and message options
New prospect: MichaelSubmitted through Smart QR
Sample data shown.

  • Digital Business Card

    Share who you are and connect easily.

    Included

  • Clients & Prospects

    Collect inquiries and manage relationships.

    Included

  • AI Client Memory

    Capture conversations and find what matters.

    Included

  • Professional Page

    A polished web page with an inquiry form.

    Add-on

  • Campaigns & Events

    Share pages and QR codes; capture responses.

    Add-on

  • Walkthroughs

    Photos and voice, organized into a record.

    Add-on

From first impression to lasting client relationships.

  1. 1

    Look professional

    Share your digital card, Smart QR or Professional Page.

  2. 2

    Capture prospects

    New inquiries arrive in one Prospects inbox.

  3. 3

    Manage relationships

    Keep clients, notes, files and referrals connected.

  4. 4

    Remember & follow up

    Capture conversations and keep every promise visible.

  5. 5

    Grow

    Turn prospects into clients and relationships into referrals.

Meet people anywhere. Keep every opportunity organized.

Your included digital card and Smart QR make it easy to connect in person. Your optional Professional Page gives people a polished place to learn more online. When someone chooses to share their details, the inquiry arrives in Prospects.

  1. Share your Smart QR

    Show it from your phone, text it or add it to printed material. A scan opens your digital card.

  2. Build your Professional Page—no technical skills required Add-on

    Present your services, accept inquiries and link to your own external booking provider.

  3. Review every prospect

    A prospect appears only after someone submits their details. See the source, contact details and message before deciding what comes next.

Smart QR inquiry → Prospects Prospects inbox listing new inquiries with their source Phone showing a Smart QR ready to scan

Booking opens your external scheduling provider; a separate account and provider fees may apply.

A professional taking notes during a client conversation, with a phone recording with consent Saved client note with an AI summary and action items

Capture once. Let AI help you remember.

After a call or meeting, speak or type a quick recap. QuickClient keeps the information with the right client, helps organize the note and lets you ask questions across the history you saved.

What should I know before I call Michael?

Michael is comparing two service options. He prefers a November start, asked for the proposal by Friday and was introduced by Sarah K.

Open the source note
Sample data. Answers come from your saved notes—check the source before you act.

CRM means client relationship management: one place to remember every person, conversation, commitment and opportunity.

Record only with everyone’s permission. Audio is transcribed and not retained by QuickClient after processing.

Start with the CRM. Add tools as your business grows.

Your client record stays at the center. Add a public Professional Page, outreach tools or field documentation without turning your business into disconnected apps.

Optional add-on · Professional Page

A professional web page—without the website work.

Start with a professionally designed style, use the details already in your QuickClient profile, and edit everything visually. No coding, design software or technical setup required.

  • No coding
  • No design software
  • No technical skills required
Build your page free See finished examples

Build and preview free. Publish for $10/month with Client CRM.

Sample Professional Page with an introduction, services, an inquiry button and a matching QR card
New inquiry · Professional PageSubmitted through your inquiry form

Everything a prospect needs, on one clear page.

  • Tell your storyAdd a photo, introduction and professional details.
  • Present your servicesExplain clearly how you help and what you offer.
  • Share resourcesAdd useful links and documents.
  • Make contact simpleGive prospects easy ways to reach you.
  • Capture inquiriesSubmitted inquiries arrive in QuickClient Prospects.
  • Link your schedulerOptionally add a link to your external scheduling provider.
  • Share it anywhereDirect link, QR code, email signature or digital business card.
  • Desktop and mobileYour page works on any screen size.
Campaigns dashboard showing campaign, active and lead counts Campaign results for the last 14 days: scans, leads and downloads
New prospect · WorkshopSubmitted through your campaign page
Sample data
Optional add-on · Campaigns & Events

Create the campaign. Capture the interest. Keep the follow-up connected.

Build a focused page for an event or campaign, share it by link or Smart QR, and bring submitted interest directly into QuickClient Prospects—ready for the next conversation.

  • No technical skills required
  • Share by link or QR
  • Follow up from your CRM
Try Campaigns & Events Explore the feature

Add Campaigns & Events for $10/month. Available with Client CRM.

From one shared link to an organized follow-up.

  1. 1Create a focused pagePresent the campaign or event details clearly in one place.
  2. 2Share itUse a direct link or a Smart QR code.
  3. 3Collect interestPeople who are interested submit their information on your page.
  4. 4Arrive in ProspectsSubmitted contacts land in your Prospects inbox, with the campaign or event kept as the source.
  5. 5Review the responseSee scans and submitted responses for each campaign.
  6. 6Follow up in the CRMKeep notes and follow-ups together, and turn the right prospects into clients.

A visitor becomes a prospect only after they submit their information.

Optional add-on

Walkthroughs · +$10/month

Document work while you are there.

  • Photos
  • Voice observations
  • Area-by-area documentation
  • An organized professional record
Explore Walkthroughs
Walkthrough report with a summary, organized observations and photos

A smarter start at a clear monthly price.

Begin with the relationship system every client-based business needs. Add only the tools that fit how you work.

Client CRM

The center of your client business

$39/month

Included in Client CRM

  • Digital card
  • Smart QR
  • Clients
  • Prospects
  • Notes and documents
  • Follow-ups
  • Referrals
  • Voice and text capture
  • AI client memory

Add as needed

  • Professional Page+$10/month
  • Campaigns & Events+$10/month
  • Walkthroughs+$10/month
  • Complete toolkit$69/month
Try every module free for 14 days

No card required. The trial includes Client CRM, Campaigns & Events and Walkthroughs; build and preview your Professional Page free.

Look professional from day one. Remember every client from then on.

One connected toolkit for the business you are building.

Start free Explore the demo