Kestrel CRM
The best client relationships feel effortless because someone remembers the details. Kestrel remembers them for you: the referral, the deadline they mentioned, the coffee they like, the last time you spoke.
It is a native Mac app, so it opens fast, works offline, and fits the way you already use your computer.
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Most small businesses do not lose clients because the work was bad. They lose them because a follow-up was missed, a detail was forgotten, or the right person could not find the right note.
Kestrel gives every client a home: one record that gathers the history, the people, the projects, and the next step. Open it and you are caught up in seconds.
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.
The full picture
Notes, calls, emails, files, and meetings attach to the person or company they belong to. Search once and find the conversation from two years ago, including the thing you promised.
History in one place
A running timeline of every touchpoint, automatically kept in order.
Search that works
Find a name, a phrase, or a file across every record in a keystroke.
Notes worth keeping
Rich notes with checklists and links, not a cramped text box.
The personal touch
Small gestures are easier when the context is right there. See who referred whom, what they are working on, and what matters to them before you pick up the phone.
Relationship notes
Birthdays, preferences, and personal details stay attached to the person.
Company and people
See the whole account, not just one contact card.
Shared context
Everyone on the team sees the same history, so handoffs feel seamless.
Smart lists
Build a list once and let it keep itself current. Everyone you have not spoken to in 60 days. Every client with an open proposal. Every referral from one partner. No spreadsheet maintenance required.
File messages to the right client from Apple Mail, and see the thread in Kestrel without forwarding anything to yourself. Your inbox gets lighter; your client history gets richer.
Personal, not mass
Save the emails you write over and over as templates, then personalize the details that matter. Merge a first name, a project, or a date without turning a real note into a mailshot.
Templates
Reusable messages for intros, follow-ups, and project updates.
Merge fields
Pull names, dates, and details straight from the record.
Send later
Write now, deliver at a sensible hour.
Workflow
Turn a new inquiry into a client, a deal, and a project without retyping a thing. Kestrel carries the details forward, so the handoff from first call to final delivery stays in one thread.
Intake
Send a branded intake form and let the answers land directly on the record. New client questionnaires, project briefs, and feedback forms arrive structured, not as a PDF you have to retype.
Branded forms
Your logo, your questions, your tone.
Structured answers
Responses fill the fields you choose, automatically.
No extra tools
Stop paying for a separate form builder.
Privacy
Not everyone needs to see everything. Give each teammate access to the clients and projects they work on, keep sensitive notes private, and know that your data stays yours.
Role-based access
Owner, manager, and member roles with sensible defaults.
Private records
Restrict individual clients or notes when discretion matters.
Local and synced
Fast local data with encrypted sync across your devices.
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.
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