Solo
You and your clients.
- Every client, every conversation, one place
- Follow-ups and renewals that chase you back
- Set up the way you already work
AI-Powered CRM
Make every customer feel like your only one
AI that remembers everything, thinks of strategies you'd miss, and suggests the actions that move the needle.
Free forever planNo credit card requiredCancel anytime
Built by team who served Fortune 500 enterprises
Our focus
Built for people who actually talk to customers
Who we serve
The Friction
Missed renewal reminders
Agents lose track of critical dates when managing multiple high-value portfolios.
No quick client history
Digging through disparate email threads before an important call wastes valuable prep time.
The Digital Concierge Solution
Automated alerts
Smart notifications that surface 30 days before every key contract event.
Full client timeline
A unified editorial view of every interaction, sentiment shift, and document shared.
Insurance AgentsFinancial AdvisorsSales Reps
The Friction
Delayed follow-ups
Prospects move on when callbacks take more than 24 hours after a viewing.
Forgotten preferences
Budget ranges, location wishes, and unit type slip through the cracks across showings.
The Digital Concierge Solution
Stage-based reminders
Automatic nudges tied to each deal stage so no prospect goes cold.
Smart client profiles
Every preference, viewing note, and budget captured in one searchable profile.
Property AgentsNegotiatorsProperty Managers
The Friction
Missed filing deadlines
One overlooked date can put an entire case or audit at risk.
Scattered documents
Contracts, briefs, and receipts live across email, cloud drives, and paper folders.
The Digital Concierge Solution
Deadline countdown alerts
Proactive reminders that fire well before any critical submission date.
Centralized case files
Every document attached to the right client and project, searchable instantly.
LawyersAccountantsArchitectsEngineers
The Friction
Lost session history
Progress notes vanish between sessions, forcing awkward 'where were we?' starts.
One-and-done clients
Students or clients book once, then disappear without a re-engagement nudge.
The Digital Concierge Solution
Session-linked notes
Every lesson, coaching call, or shoot has notes attached to the client record.
Re-engagement reminders
Get reminded to follow up when a client has been inactive beyond their usual cadence.
TutorsCoachesPhotographersFreelancers
The Friction
Regulars defecting
Loyal customers switch to competitors who remember their name and preferences.
Forgotten personal details
Birthdays, allergies, favourite orders. The details that make service feel personal.
The Digital Concierge Solution
Customer memory
Preferences, purchase history, and personal details always at your fingertips.
Occasion-based reminders
Get reminded about birthdays, anniversaries, and reorder timing so you never miss an opportunity.
Boutique OwnersCafe OwnersSalon Owners
Features
AI that remembers what your customers told you.
A customer memory system that surfaces who needs attention before it slips.
Customer relationships break when memory becomes the bottleneck.
JomClient turns scattered notes, renewals, and follow-up promises into an AI memory system your team can actually act on.
Remember
AI catches renewals, birthdays, and follow-ups before you miss them
Smart reminders and relationship history keep every promise, date, and personal detail visible before it turns into churn.
Respond
Show up with context, not guesswork
Search, templates, and customer history give you the details you need to respond like you never forgot a thing.
Ask AI
Ask your CRM who needs attention right now
'Who should I follow up with today?' 'Which renewals are at risk?' AI reads your timelines, reminders, and notes, then gives you the next move.
Trust
Your data stays yours. Always.
No ads. No data selling. Export everything to CSV or JSON anytime. Your customer information is private, portable, and under your control.
Built for teams and professionals
Your team's data. Your rules.
Invite your team. Control who sees what. Every agent gets the context they need, nothing more.
Control who sees what
Four levels of access: Owner, Admin, Member, Viewer. Decide who can see, edit, or delete client data. Every team's data stays completely separate.
Compliance and security
Data encrypted at rest and in transit. Hosted on SOC 2-compliant infrastructure. PDPA-ready data handling for Malaysian businesses.
Coming soon: GDPR tools, SSO, audit logsPricing
Pick the one that sounds like you
Same CRM in all three. What changes is how many people share the client book.
TeamMost asked for
Your team, one shared client book.
- Everyone sees the client, nobody double-calls
- Someone leaves, the client history stays
- Who owns which client, always clear
Organisation
Many branches, many teams.
- Works with the systems you already run on
- Access control that matches your hierarchy
- We move your data over for you
Turn customer memory into repeat business with AI.
Start free, remember more, and follow up like every customer matters.
Stay in the loop
Want free tips & tools to grow and retain your clients?