ClientKin is out now on Google Play. It is a notebook for people whose work runs on relationships — insurance and real-estate agents, sales reps, bankers, consultants — and it keeps the things you know about each client somewhere other than your memory. It does that without an account and without a server; everything stays on your phone.
The record that is not in the CRM
Anyone who looks after regular clients keeps two records of them. One lives in the company system: the contract number, the product, the renewal date. The other lives in your head: that his daughter has just started university, that she does not eat beef, that the last time you met he was worried about his father's health. The first record tells you when to call. The second decides how the call goes.
The second record is also the one that fades. With forty clients it holds up; with four hundred it does not, and the cost of forgetting is not a missed sale so much as a client who notices you did not remember. ClientKin is a place to write that record down.
What a client profile holds
| Section | What goes in it |
|---|---|
| Family | spouse and children, each with their own dates |
| Likes and dislikes | what they enjoy, and what to avoid |
| Recognition | how to recognise them, for the people you meet only once a year |
| Work | company and role |
| Meetings | notes from meetings and calls, and what you promised |
| Gifts | what you have given, so you do not give it twice |
| Memories | moments shared with the client, with photos |
The point is to be able to open a profile two minutes before a meeting and walk in knowing who you are about to talk to.
Dates, including the lunar ones
Birthdays, wedding anniversaries, contract renewals and memorial days can be recorded for the client and for each member of their family, and the reminder comes early enough to call, send a message or pick up a gift. A lot of clients in Vietnam, China and Korea keep birthdays and memorial days on the lunar calendar, which moves against the solar one every year. ClientKin lets you enter those dates as lunar dates and reminds you on the right day, rather than leaving you to look it up each time.
The Today screen is where most days start. It lists what is due today, what is coming in the next seven days, and the clients you have not been in touch with for a while. Each entry is one tap from a call or a message.
Public holidays work the same way. There are calendars for Vietnam, the US, Korea, China and Japan, plus international days such as New Year, Valentine's Day, Women's Day and Christmas, and they turn into prompts to send greetings to the clients who matter.
Built for more than one country
ClientKin covers thirty countries. Picking yours sets the local currency, the first day of the week, and which messenger the app opens when you tap to message — KakaoTalk, LINE, WeChat, Zalo, WhatsApp or Telegram. Korean, Chinese and Japanese names are written family name first, the way their owners write them. The app is available in twenty languages.
Nothing leaves your phone
Notes about other people's families deserve more care than a shopping list, and the app is built around that. There is no account to create and no server to sync to. Everything is stored on the device in an encrypted database, photos are encrypted too, and you can lock the app with your fingerprint or face.
| Item | Detail |
|---|---|
| Account | none — there is no sign-in |
| Server | none — the app has no backend |
| Storage | encrypted database on the device; photos encrypted |
| Contacts | imported one person at a time, by choice; the address book is never read as a whole |
| App lock | fingerprint or face |
| Export | backup file or Excel |
| Languages | twenty |
| Platforms | Android; the iPhone version is in App Store review |
Because there is no server, there is also no copy anywhere else unless you make one. Exporting a backup or an Excel file from time to time is worth the habit.
The app is free and shows ads from Google AdMob. They never appear next to a client's details, and none of your client data is passed to the ad network. A one-time purchase on Google Play removes the ads. The privacy policy sets out exactly what the app stores and what the ad SDK can see.
Get ClientKin
Free on Google Play. No account, everything stored encrypted on your phone, twenty languages.
Google PlayFrequently asked questions
Who is ClientKin for?
People whose work depends on remembering other people: insurance and real-estate agents, sales reps, bankers, consultants, and anyone who looks after the same clients year after year. It is not a sales pipeline or a CRM; it is the personal notebook that sits beside one.
Where are my client notes stored?
Only on your phone, in an encrypted database. Photos are encrypted as well. There is no account and no server, so nothing is uploaded. You can lock the app with your fingerprint or face, and export a backup or an Excel file when you want a copy.
Does it read my whole address book?
No. You pick contacts one at a time, and only the person you choose comes in, with their name, phone number and birthday. Nothing else in your contacts is read.