Kestrel is the calm client workspace for Mac. Keep every conversation, opportunity, and project connected, without living in a browser tab.
Native on Mac, iPhone, and iPad. No credit card required for your 14-day trial.
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Most CRMs are built for sales floors and spreadsheets. Kestrel is built for small studios, agencies, and professional practices, teams of one to twenty who care about the work and the people they do it for.
Clients, pipeline, and projects share the same record, so nothing gets copied twice and nothing falls through. It feels less like database administration and more like a clear desk.
Start your 14-day trial
Download Kestrel on your Mac, iPhone, and iPad.
Bring your work in
Import contacts and set up your first pipeline.
Get your time back
Spend less time chasing details and more time doing the work.
We used to keep client notes in one app, deals in another, and project status in our heads. Kestrel put all three on the same page. I got my Fridays back.
One client record follows the relationship from first inquiry to final invoice. Open a person and see the deal, the project, the emails, and the last time you spoke.
Clients
A client list is not a relationship. Kestrel keeps the context that makes the next conversation feel personal: who referred them, what they care about, what you promised, and when to follow up.
One record, every detail
Notes, files, calls, and email history live together, searchable in a keystroke.
Follow-ups that happen
Smart lists surface the people you have not spoken to in a while, before it gets awkward.
Personal at scale
Templates and groups help you stay thoughtful without writing the same email twice.
I can open a client and immediately remember where we left off. That used to take ten minutes of searching.
Pipeline
See the whole pipeline at a glance, then focus on the one deal that needs you today. Kestrel keeps the next step attached to every opportunity, so momentum does not depend on memory.
A board that makes sense
Drag deals through clear stages and spot stalls before they become losses.
Next steps, not busywork
Every opportunity carries its own task, date, and owner.
Forecasts without formulas
Weighted totals and simple reports tell you what is likely to close.
The pipeline is the first thing I open and the last thing I worry about. It tells me what to do next instead of asking me to update it.
Projects
Turn a won deal into a project in one click. Tasks, deadlines, files, and client updates stay attached to the same record, so the handoff from sales to delivery is not a second job.
From deal to done
Convert an opportunity into a project with its contacts, notes, and dates intact.
A plan everyone sees
Tasks, owners, and due dates in one view your team can actually keep up with.
Fewer status meetings
A shared timeline answers the question before anyone has to ask it.
We stopped rebuilding the same project plan in three places. Everyone opens Kestrel, sees the same thing, and gets on with the work.
Business
Kestrel connects the three things that decide whether a small business has a good year: the clients you keep, the deals you win, and the work you deliver. One subscription, one place to look, one version of the truth.
Built for small teams
No implementation partner, no six-week rollout, no per-feature upsell.
Private by default
Your client data is yours. Granular permissions keep it that way.
Help from humans
Real support from the team that builds Kestrel, included on every plan.
It replaced three subscriptions and a weekly admin afternoon. For a five-person firm, that is the whole argument.
Who it's for
Kestrel fits service businesses where relationships matter and every project is a little different. If your work starts with a conversation, it belongs here.
Kestrel is a real Mac app, not a website in a window. It uses the apps and habits you already have (Mail, Calendar, Reminders, FaceTime, Touch ID), so your client workspace fits your day instead of interrupting it.
Apple Mail
File an email to the right client without leaving your inbox.
Calendar
Meetings and follow-ups appear where you already plan your day.
Reminders & Siri
“Remind me to call Rowan tomorrow” lands on the right record.
FaceTime
Start a client call from their contact card in one click.
Touch ID
Unlock private client notes with the fingerprint you already use.
Pages & Numbers
Export proposals and reports in formats clients can open.
Handoff
Start on your Mac, finish on your iPhone. Kestrel picks up where you left off.
Works offline
Full access on a plane, a train, or a client site with terrible Wi-Fi. Sync catches up automatically.
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Real people
Kestrel is built by a small, independent team who use it every day. No ticket queues, no scripted onboarding. When you email us, you reach the people who make the product, usually within one business day.
Talk to a humanRecognition
We do not chase badges. But it is nice when the people using Kestrel, and the publications watching small business software, notice the care that goes into it.
Kestrel feels like software made by people who have actually run a studio. It is calm, it is fast, and it does not ask me to become a project manager to use it.
Start your 14-day trial
Download Kestrel on your Mac, iPhone, and iPad.
Bring your work in
Import contacts and set up your first pipeline.
Get your time back
Spend less time chasing details and more time doing the work.