A CRM for financial advisors that keeps client data on your own machine
crmFLEX™ is a local-first CRM for solo advisors and small firms. Client records, pipeline, tasks and notes are stored on your device by default — no forced cloud sync, no data sharing, and no trackers inside the application.
Why local-first matters for an advisory practice
Client data stays on your machine
Contacts, pipeline records, tasks and notes live in a local database on your own device by default — not on our servers.
No analytics or trackers in the app
The application contains no analytics SDKs, crash telemetry, or third-party trackers. The only outbound call is non-identifying license validation.
Simpler to reason about for a small practice
Because client information isn't synced to a vendor cloud by default, your data footprint is limited to the devices you control.
Built for solo advisors and small firms
One clean record per client and prospect, without stitching together spreadsheets and email threads.
Pipeline you actually keep updated
Track prospects and engagements stage by stage, from first meeting to close.
Follow-ups tied to the relationship
Tasks and reminders attach to the contact or deal they belong to, with a running activity timeline.
What ships at launch
Contacts, pipeline, tasks, notes and activity, and reporting — on macOS and Windows. Base and Pro are one-time purchases; an optional Cloud subscription for multi-user access and sync is planned after Base and Pro ship. Full detail on data handling is in our Privacy Policy.
Join the waitlist
We'll email you once crmFLEX™ is available to download. No spam, and you can unsubscribe at any time.