Relationship timeline
Every client reads like the story of the relationship: journal entries, calls, meetings, and reminders in one chronological timeline.
A Calm CRM for Independents
Pueblo CRM
Track clients, contacts, and leads. Follow lightweight engagements. Keep a practical work journal with checklists and scheduled follow-ups.
Pueblo CRM gives independent professionals one place to remember every relationship — free for 30 days, then yours forever with a single purchase. Private CloudKit sync, keyboard-first search, on macOS and iOS. No subscription, no per-seat pricing.
Private CloudKit Sync · Keyboard-first ⌘K · macOS + iOS · Buy Once
Everything you need, nothing bloated
Relationship memory, not pipeline theater. Built for people who run their own pipeline and need context fast.
Log work notes so every relationship has real context, schedule follow-ups with local reminders, and move fast with keyboard-first search when context switching.
Clients, contacts, leads
Keep the pipeline clean without bloated fields. Leads convert into contacts and clients without losing their origin context.
Lightweight engagements
Track meaningful work — a redesign, a consultation, a collaboration — through simple stages from idea to completed.
Checklists that stick
Attach short checklists to any client, contact, lead, engagement, or journal entry, and review everything open in one Checklist page.
Keyboard-first search
Press ⌘K and find any client, contact, lead, engagement, or journal entry in seconds. Fully navigable by keyboard on macOS.
Your cloud, your data
Records sync across your Mac and iPhone through your private CloudKit database. No Pueblo servers, no account. CSV export included.
Capture. Organize. Review.
A small loop that keeps every relationship memorable without CRM busywork.
STEP 01
Capture
Add people, opportunities, and notes as work happens. Keep friction low so capture becomes habit.
STEP 02
Organize
Group your pipeline by client and engagement stage, attach journal entries and checklists to keep context durable.
STEP 03
Review
Use search and timelines to prepare quickly, follow up consistently, and make cleaner decisions.
Your AI agent can use Pueblo, too
Pueblo includes a command-line interface that AI agents can use to work with your CRM directly. Look up a client before a meeting, file a note afterward, or pull together what needs following up.
macOS + iOS · TestFlight beta
The CLI works with the records on your Mac and your private CloudKit database. No new account, no new server — your data stays yours.
A calm CRM for independents who hate CRM
Free for 30 days, then yours forever with a single purchase. When the trial ends, your records remain available to read and export. Learn more, join the beta, or get support.