1. Join the TestFlight beta
Request an invite on the beta page. Invites are sent in batches as capacity opens, ahead of the App Store release.
Pueblo CRM Support
Need help with Pueblo CRM? Use this page for setup guidance, common questions, and direct support contact.
Support
If Pueblo CRM is not behaving as expected, send a short note with what you tried, what happened, and what you expected.
Email support
support@pueblocrm.comWhat to include
Include your device, Pueblo CRM version, and a short sequence of steps that reproduces the issue.
Quick links
Visit the app page for a full product overview or review the privacy page for data and sync details.
Getting started
2. Add clients, contacts, and leads
Add people and opportunities as work happens. Leads convert into contacts and clients without losing their origin context.
3. Log journal entries and checklists
Keep a practical work journal per relationship, attach short checklists, and schedule follow-ups with local reminders.
4. Find anything with ⌘K
Press ⌘K on macOS to find any client, contact, lead, engagement, or journal entry in seconds.
Frequently Asked Questions
Is Pueblo CRM a subscription?
No. Pueblo CRM is free to download with a 30-day trial. One in-app purchase unlocks editing permanently — no subscription, no per-seat pricing. When the trial ends, your records remain available to read and export.
How does sync work?
Pueblo CRM syncs through your private CloudKit database, keeping your data consistent across the Mac and iPhone signed into the same Apple ID. There are no Pueblo servers and no account or login required.
Does Pueblo CRM work offline?
Yes. Your records are cached on-device for responsive use, including offline, and CloudKit sync catches up when your connection returns.
What platforms are supported?
Pueblo CRM is currently in TestFlight for macOS and iOS. iPad support is planned for shortly after the App Store release.
How do I join the beta?
Go to the beta page on pueblocrm.com, request an invite, and join the TestFlight program when access is approved.
Can I export my data?
Yes. You can export clients, contacts, and leads to CSV at any time — including after the trial ends, when records remain readable and exportable.
Where is my data stored?
Your data is stored in your personal iCloud account via your private CloudKit database, cached on your devices. Pueblo CRM does not operate its own servers.
How do I get help or report a bug?
Email support@pueblocrm.com and include your device plus the issue you are seeing.