14-day money-back guarantee · Future updates included
When you want the specifics
All the useful detail, easy to find.
The complete feature list, who the app suits, setup steps and answers to common
questions. Open any heading for the full answer.
Everything included
macOS desktop app (Intel + Apple Silicon)
Unlimited clients with profiles, tags, categories, and custom fields
Jobs and tasks with recurring cycles and time tracking
Billable tracked time invoiced at a job’s hourly rate
Invoices, tax invoices, quotes, and receipts with branded PDF generation
Partial payments and deposit tracking
Reminders with snooze and recurrence
Activity log with customisable types
Dashboard with money received, outstanding and overdue, and what needs attention
Reports by financial year, all time or a date range
Invoice and payment CSV export
Client and activity CSV export and import
Client profile PDF export
Global search across clients, jobs, tasks, invoices, and activities
Hourly and daily auto-backups with external folder sync
Trash with 14-day recovery
Light & dark themes
Configurable financial year, currency, and date format
Free updates
How the main features work
Client profiles
Contact details, company, address, tags, categories, custom fields, and notes.
A second email field for business and personal separation. Filter and search
across everything.
Jobs & tasks
Create jobs for each client with tasks, due dates, time tracking, and status.
Recurring jobs (weekly through 3-yearly) with cycle history so you can see
what happened last time. Tasks reset on each new cycle.
Invoices & quotes
Generate branded PDF invoices and quotes from a business profile you set up
once. Track payments and partial deposits, see overdue balances at a glance.
Convert a quote to an invoice when accepted, and one invoice can cover
multiple jobs.
Reminders & follow-ups
Set reminders for follow-ups, renewals, or anything you need to come back to.
Snooze to tomorrow, next week, next month, or a custom date. Recurring
reminders advance automatically when completed.
Activity log
Log calls, emails, meetings, and notes against each client or job. Customise
activity types with your own names, icons, and colours. Full searchable
history with time tracking.
Private by design, available offline
No app account is required. Records and hourly and daily backups are stored on
your Mac. You can also choose a backup folder managed by iCloud or Dropbox;
syncing that folder needs internet.
Works with your AI assistant
Assistant access in Settings is off until you turn it on. While it’s on
and Client Manager is open, an AI assistant on your Mac such as Claude Desktop
or ChatGPT desktop can read and change your records, and what it reads is sent
to the AI service behind that assistant. The setup steps are in the
help centre.
Who Client Manager is for
Freelancers & consultants
Track projects, log time, send invoices, follow up on unpaid work. See your
revenue across the financial year.
Tradespeople
Log jobs and site visits. Send quotes and invoices with your ABN and payment
details. Set reminders for annual service callbacks.
Health practitioners
Manage patient or client records, appointments, and follow-ups. All data stays
on your machine, not on someone else's server.
Small retailers
Track customer relationships, store contact details, and log interactions.
Categories and tags help you segment your customers.
Sole traders
A single place for clients, jobs, invoices, and reminders. No per-seat pricing
when there is only one seat.
Anyone who values privacy
Keep your client records on your own computer, with no app account or cloud
sync required.
Why Client Manager instead of a cloud CRM?
No account required
Download, open, and start adding clients. No signup, no email, and no password
needed.
Your data stays on your Mac
Profiles, invoices, notes and backups are saved on your computer. You choose
what to export, share or back up through another service.
One-time purchase
Pay once, use it forever. No subscription that stops working when you stop
paying.
Built for clients, not sales pipelines
No funnels, stages, or conversion tracking. Clients, jobs, invoices, and
reminders are what you get.
How do I get started?
Add your first client — name, contact details, company,
and any tags or categories that help you organise.
Create a job — give it a title, add tasks with due dates,
and track time as you go.
Set up your business profile — business name, ABN or tax
ID, payment methods, logo. This goes on your invoices.
Create an invoice — select a client and job, add line
items, and generate a branded PDF.
First time installing one of these apps? The
Installing an app
guide walks through downloading it from your Gumroad Library and installing it on
your Mac.
Does it work offline?
Yes. Once downloaded and installed, you can manage clients, jobs, tasks, invoices,
quotes, payment records and reminders without an internet connection. Your records
and local backups are saved on your Mac. Update checks and downloads, external
websites, emailing documents and syncing a backup folder through a cloud service
need internet. Recording a payment tracks money received; it does not process an
online payment.
Do I need an account to use the app?
No. Open the installed app and start adding clients. You do not need a Client
Manager account or an online sign-in to access your saved records.
Is my data stored in the cloud?
No. Client records, jobs, invoices, reminders, settings and backups are stored on
your Mac. You can choose to export them or back up to a folder managed by a cloud
service.
Can I back up my data?
Yes. The app automatically creates hourly backups (if data changed) and daily
backups, keeping up to 10 of each. You can restore from any backup in Settings.
You can also export all data as a JSON file and set an external backup folder
(iCloud, Dropbox, or an external drive) for off-machine safety.
Invoices, tax and requirements
Is this an accounting tool?
No. Client Manager generates invoices and tracks payments, but it is not a
double-entry ledger or tax return tool. Think of it as a client book with
invoicing built in.
Can I use my own ABN or tax ID on invoices?
Yes. Set your ABN, GST rate, business name, logo, and payment methods in the
Business Profile section of Settings. These appear on every invoice and quote you
generate.
Can one invoice cover multiple jobs?
Yes. When creating an invoice you can select multiple jobs. Revenue is allocated
across them based on line item totals.
Is the app safe to install?
Yes. Client Manager is code-signed with an Apple Developer ID and notarised by
Apple, for both Intel and Apple Silicon Macs. macOS verifies it opens without
security warnings.
Does it work on Windows?
Currently macOS only (12 or later). A Windows version may follow based on demand.
Buying, updates and refunds
Can I try the app and get a refund?
Yes. Individual app purchases include a 14-day money-back guarantee. Install it,
try it, and if it does not suit your needs, email
david@tiongcreative.com.au
with your order details within 14 days of purchase.
If your purchase is fully refunded and the licence ends, you must stop using the
app and delete copies and installers held under that licence. Your own documents
and exported work remain yours to keep.
Do I need a subscription?
No. Client Manager is a one-time purchase. There is no monthly fee, no account,
and no cloud. Or get every app through the
Tiong Creative membership
with updates while your membership is active.
Are updates included?
Yes. When you buy the app on its own there is no subscription, and future updates
to it are included.
How is payment processed?
Prices are in USD and payment is processed securely by Gumroad. Gumroad may show
the price converted to your local currency as a guide, but your card is charged in
USD, so your bank may add a small foreign transaction fee.
What's changed in the latest version?
If you buy the app, every future update to it is included at no extra cost.
Members get updates while their membership is active. See the full list of changes
on the changelog page. To update,
download the latest version from your
Gumroad Library, open the DMG, and drag
the app to Applications. Choose Replace when macOS asks. Your data and settings
are kept automatically.
I have worked across product management, agency ownership, SaaS support and product
enablement, and I am the person behind
davidtiong.com. I built Client Manager
because the CRMs I looked at were limited in what they offered for free and locked you
into monthly or yearly subscriptions to get the features you actually need. This one
is pay once, use it as often and however you need, and as always you can export all
your data and hand it off to another tool or AI in the future if you want to.
