Client relationships, finally organized.
crmFLEX™ is a private, local-first CRM built for advisors and small firms who want their client data on their own machine — not someone else's server. No forced subscription. No cloud lock-in.
$79 one-time · version 1.0.0 · macOS (Apple silicon) and Windows.
What's inside
Everything a small practice runs on.
Contacts
Every client, prospect, and relationship in one clean record — no duplicate spreadsheets.
Pipeline
Track deals and engagements stage by stage, from first touch to close.
Tasks
Follow-ups and to-dos tied directly to the contact or deal they belong to.
Notes & Activity
A running timeline of every call, meeting, and note — nothing lost in email threads.
Reporting
See pipeline health and activity trends at a glance, without exporting to Excel.
100% Private
Everything lives on your device by default. No forced cloud sync, no data sharing.
What's included
A look inside the app.
Simple, honest pricing
Three tiers. No surprises.
Base
One-time purchase, no subscription. Contacts, Pipeline, Tasks, Notes, Reporting.
$79
one-time · Mac & Windows
Cloud
Multi-user access, cross-device sync, and team collaboration. Coming after Base + Pro ship.
Pricing coming soon
coming after Pro ships
Notify MeNeed more than a CRM?
crmFLEX™ is built by FLEXEC™ — a financial services advisory and managed IT services firm. If you're looking for professional executive advisory or IT support, our team is here.
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Questions
Frequently asked.
Get notified when new crmFLEX™ features release.
Product updates, new releases, and first word when Pro Unlock and Cloud ship.