Manage every client in one app
Stop tracking clients across a spreadsheet, an inbox, a shared drive, a kanban board, and reminders you keep in your head. Publish one app that holds the contact, the notes, the files, and the next action.
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See how it works ↓Why this is harder than it should be
Consultants and freelancers run their book of business across five surfaces — a spreadsheet of contacts, an inbox of conversations, a drive folder of deliverables, a kanban of in-flight work, and a head full of reminders. Nothing ever sits in one place. Per-seat CRM subscriptions cost more than the revenue they save, so the patchwork stays. Then a client emails asking what you sent last quarter, and the search begins.
What you can build from one prompt
The shape varies — Exepad publishes whichever you describe.
A unified client list with contact, status, and next action.
A project log per client with notes, dates, and outcomes.
A file vault per client with versioned uploads and downloads.
A reminder engine that emails you when a follow-up is due.
A status board showing which clients are overdue or at risk.
A client-facing intake form that writes straight into the database.
What this might look like
Three real users, three different outcomes — same platform.
A solo brand-strategy consultant
32 active clients, 0 spreadsheets
She describes the client record she actually uses — contact, project scope, billing rate, last touch date, next deliverable. Exepad publishes an app with a client list, a per-client notes timeline, and a file vault for briefs and decks. The spreadsheet, the drive folder, and the reminders sticky-noted to her monitor all collapse into one app she opens once a day. No per-seat CRM bill.
A 4-person accounting firm
180 clients tracked, 12 hours/week saved
The firm describes how partners hand off work — client folder, document checklist, deadline, assignee. Exepad publishes an app where every client has a status, a checklist, an owner, and a due date. The shared spreadsheet that two people kept overwriting goes away. Partners stop emailing each other 'what's the status of X' because the answer is always one click away in the same app.
An independent design studio
24 retainer clients, 1 source of truth
The studio describes its monthly retainer flow — hours logged, deliverables shipped, invoices sent, feedback received. Exepad publishes an app with a per-client dashboard, a deliverable log, and a reminder that fires three days before each retainer renewal. The kanban board, the time sheet, and the renewal reminders living in three calendars merge into one client view the principal actually trusts.
How it works
Four steps. No technical knowledge required.
Describe
Tell Exepad what a client record looks like, what status values you track, and what reminders you need. The convert engine turns the description into a no-code client app.
Configure
Refine fields, statuses, and follow-up rules through prompts. Exepad models clients, projects, files, and contacts in one relational database.
Publish
One click ships the app to the global edge with SSL, Lighthouse 95+ performance, and structured markup so search and AI assistants can cite your public pages.
Invite
Point your custom domain at the app and invite teammates with role-based access. Reminder and follow-up emails fire automatically from the moment you publish.
Who builds this
Common audiences and the job each one is trying to get done.
Freelance consultant or coach
One client list, one notes timeline, one file vault, one reminder engine — no per-seat CRM fees and no spreadsheet that nobody trusts after month three.
Boutique agency or studio
Per-client status, deliverable log, retainer renewal reminders, and a shared view that two partners can both edit without overwriting each other.
Accounting or legal practice
Client checklists, document tracking, deadline reminders, and a per-client folder structure — all stored in a database you own and can export anytime.
Independent contractor or tradesperson
Job-by-job tracking, on-site photos in the file vault, quote history per client, and a reminder when a quote has been open for more than a week.
Wealth advisor or insurance broker
Household-level client records, policy and account fields, review-meeting reminders, and a private notes log behind role-based access controls.
Therapist or healthcare provider
Per-client session notes, intake forms, follow-up reminders, and a private database hosted under your own domain — not inside a third-party portal.
Metrics that matter
What to measure once it's live — the numbers that tell you it's working.
Active client count
Number of clients with activity in the last 90 days. Holding this in one app instead of five surfaces makes the number trustworthy week to week.
Follow-up response rate
Percentage of follow-up emails that get a reply within seven days. Automated reminders triggered by the database typically lift this past 60%.
Client retention rate
Share of clients still active after twelve months. Tracking last-touch date and renewal dates inside the same app makes lapses visible before they happen.
Time-to-recall
Seconds to find what you sent a client last quarter. With one searchable database and a file vault attached to each record, this drops to single digits.
Common mistakes
What goes wrong most often — and the fix that turns the mistake into a working result.
Mistake
Tracking clients across five tools because each one does one thing well.
Fix
One app with the four or five fields you actually use beats five tools that hold one slice each. Consolidation is the win.
Mistake
Modeling the CRM around features the vendor sells, not work you do.
Fix
Describe the record you wish existed. Exepad builds that — not a generic pipeline with twenty fields you ignore.
Mistake
Letting follow-ups live in your head or a sticky note.
Fix
Put the next-action date on the client record itself. A reminder email triggered by that date catches every overdue follow-up automatically.
Mistake
Sharing client files by attaching them to email threads.
Fix
Attach files to the client record in a versioned vault. Email loses the latest version inside a week; the database never does.
Mistake
Paying per seat for a CRM only one person opens.
Fix
A flat-priced app you fully own costs less than two seats of most per-seat tools — and grows with you instead of taxing every new hire.
What replaces what
The stack collapses into one product.
One subscription. Eight production components.
Everything you need in the plan. No add-ons, no separate vendor invoices.
Database
Forms
File storage
Hosting
SSL
Visitor analytics
Custom domain
Frequently asked
How much does this cost compared to a per-seat CRM?+
Per-seat CRMs charge per user per month, and most lock features like file storage, reminders, and custom fields behind higher tiers. Exepad is one flat subscription that includes the client app plus database, file storage, transactional email, custom domain, and hosting. For a 3–5 person team it is usually a third of the monthly cost of a stitched CRM stack.
Do I need to know SQL or design a schema?+
No. You describe what a client looks like in your business — name, status, project, next action, last touch — and Exepad models the database, the forms, and the views. You stay in plain language the entire time, and the underlying schema is editable later through more prompts.
Can I import my existing client spreadsheet?+
Yes. Most users start by describing the columns of their current spreadsheet, and Exepad maps them straight to fields. You can paste a CSV or upload an Excel file during setup, and the database picks up your existing rows so you keep history from day one.
Can each client have its own file vault and notes timeline?+
Yes. Every client record has attached files, a chronological notes log, and a contact history. The file vault stores versions, so the latest brief or contract is never buried inside an email thread. Notes are timestamped and searchable across the database.
Can I share a view with a teammate without giving them everything?+
Yes. Role-based access controls let you scope what a teammate sees. A partner can see all clients, an assistant can see only their assigned accounts, and a contractor can see only the project record for the work they are on — all from the same app.
Who owns the client data?+
You do. Every client record, note, file, and reminder is written to your own relational database with REST and MCP access. You can export anytime, query directly, or feed the data into other Exepad apps. Nothing is locked inside a CRM you would later have to scrape to leave.
Will Google or ChatGPT find my client portal pages?+
Only the parts you publish publicly. Private client records sit behind authentication, but a public intake form or testimonial page ships Lighthouse 95+, structured schema, and direct-answer passages — so search and AI assistants like ChatGPT or Perplexity surface your firm when someone searches for the work you do.
Every Exepad client app runs on a global edge network with 99.9% uptime, automatic SSL, daily backups, Lighthouse 95+ performance, and a relational database you own and can export anytime.
Keep exploring
Start with one prompt
Describe the app you need. Exepad publishes a full-stack version with hosting, database, email, and analytics built in.
Describe your app →