The CRM for focused teams

Keep every client relationship moving.

ClientLoop brings contacts, deals, notes, and follow-ups into one calm workspace—so small teams always know who needs attention next.

14-day trial on paid plans. No credit card required.

ClientLoop hero

Our founding promise

A CRM should reduce admin, not create more of it.

01

Fast to adopt

A clear workflow without a maze of configuration.

02

Honest pricing

Straightforward plans with no required setup fee.

03

Your data stays yours

Exportable records and clear account controls.

One connected workflow

From first hello to the next right action.

ClientLoop is organized around the relationship—not a collection of disconnected tools.

Core workspace

One record. Full context.

Open a client and see the people, conversations, open deals, tasks, notes, and timeline that shape the relationship.

Contact and company details
Chronological activity history
Clear owner and next step

Account

Northstar Studio

Active deal
1

Proposal reviewed

Relationship timeline

2

Follow-up scheduled

Relationship timeline

3

Discovery notes added

Relationship timeline

02

A pipeline your team will use

Move opportunities through clear stages, assign owners, and see what needs attention without maintaining another spreadsheet.

03

Follow-up without guesswork

Turn conversations into tasks and reminders so promising relationships do not disappear between meetings.

04

Useful visibility

Understand pipeline value, upcoming work, and stalled deals through focused reporting built for decisions—not decoration.

Simple pricing

Start lean. Add power when you need it.

Monthly billing shown. Paid plans include a 14-day trial and can be changed at any time.

Solo

For one person building a reliable sales habit.

$0/month

  • 1 user
  • 500 contacts
  • 1 sales pipeline
  • Tasks and notes
Start free
Best for teams

Team

For small teams that need one shared source of truth.

$29/user/month

  • Unlimited contacts
  • Multiple pipelines
  • Team assignments
  • Activity reporting
  • Email support
Start 14-day trial

Scale

For established teams with more complex workflows.

$59/user/month

  • Everything in Team
  • Custom fields
  • Advanced permissions
  • Priority support
  • Guided onboarding
Start 14-day trial

Good to know

Straight answers before you start.

Close the loop

Give every client a clear next step.

Bring your relationships into one focused CRM and spend less time rebuilding context.

Start with ClientLoop