ClientNest
Ditch Spreadsheets.
Close More Clients.
Simple CRM for solopreneurs, coaches, freelancers & closers.
Launching July 2025 – No credit card required.
Tired of Losing Leads?
Track. Follow up. Close. Stress-free.
| Tool | Spreadsheets | Traditional CRMs | ClientNest |
|---|---|---|---|
| Ease of Use | Manual, cluttered | Complex & bloated | One-click workflow |
| Follow-ups | Easily forgotten | Over-engineered | Daily reminders |
| Setup Time | Hours | Days | 5 mins |
| Cost | Free (but chaotic) | $40+/mo | $10/mo |
See it in Action
Track leads, follow up, and close — all in under 60 seconds.
No clutter. No learning curve. Just results.
Migrate from Sheets in Seconds
Ditch the spreadsheet chaos. Import all your leads in one go and start managing them inside ClientNest's powerful pipeline view — instantly.
- Upload your lead list as a CSV/XLSX
- Instant mapping to fields (no tech skills needed)
- Bulk import hundreds of contacts in seconds
Never Let a Lead Go Cold Again!
ClientNest tracks inactivity and nudges you when it's time to follow up — intelligently. Whether it's been 3 days or 3 weeks, we help you strike while the deal is still hot.
- Auto-identifies cold leads in your pipeline
- Smart follow-up reminders inside your dashboard
- Works seamlessly with Email & WhatsApp
From Lead to Long-Term Client
ClientNest doesn't stop at closing deals. Convert won leads into active clients, track service history, and manage revenue – all from the same dashboard.
- Toggle 'Won' leads into clients instantly
- Maintain service history and task logs
- Track total revenue earned from each client
What Makes ClientNest a No-Brainer?
Built for solopreneurs who hate complexity. Everything you need. Nothing you don't.
Drag-n-Drop Pipelines
Visually move leads across stages. Simple & intuitive.
Daily Follow-up Nudges
Never miss a lead again. Get smart reminders that drive action.
Notes + Lead History
Log every call, message, or gut feeling. Stay context-aware.
1-Click Follow-Ups
Reach out via Email or WhatsApp in one click — no switching tabs, no copy-pasting.
No Learning Curve
Designed for speed. Get started without reading a manual.
Mobile-First & Lightning Fast
Works beautifully on phones. Loads in a blink.
Early Users Love It
These solopreneurs got early access — here's what they're saying.
“I stopped using Notion + Google Sheets for leads. ClientNest just works.”
Anika Bergman
Freelance Marketing Consultant
“The daily follow-up reminders are a game changer. I’ve already closed 2 clients this week.”
Elias Callahan
Sales Coach
“Other CRMs felt like overkill. This one feels built for people like me.”
Awesh Sheikh
Agency Owner
Simple, Affordable Pricing
No tiers. No tricks. Just plans that work.
Monthly
Pay as you go
$10
per month
- ✅ All features included
- ✅ 7-day free trial
- ✅ Cancel anytime
Yearly
One charge. Full access. All year long.
$99
billed annually (save 17%)
- ✅ Everything in monthly
- ✅ Priority support
- ✅ Early access to new features
Pro Plan
Advanced tools for scaling businesses
$15
per month (launching soon)
- 🧾 Invoice Generator Coming Soon
- 🤖 AI Insights Coming Soon
- 💬 AI Chatbot Coming Soon
- 📱 Early Access to Mobile App Beta
Costs less than two Big Macs a month. But helps you close deals worth thousands.
Got Questions?
We've got answers.
Do I need to be tech-savvy to use this?
Not at all. ClientNest was built for simplicity. If you can use email, you can use this.
Is my data secure?
Absolutely. We use industry-standard encryption and secure databases. Your data is yours alone.
Can I use it on mobile?
Yup! ClientNest is mobile-optimized. Works great on phones and tablets. (Mobile app coming soon)
What happens after the free trial?
You’ll be prompted to subscribe. If you choose not to, your data stays safe — just locked until you subscribe.
Is there a refund policy?
Yep — if you’re unhappy within 7 days of subscribing, email us for a full refund. No drama.