B2B runs on trust.
Clientaro keeps it warm.
For consultants, agencies, and service businesses who know the deal is won months before the proposal — in the relationship you've been quietly building.
No credit card required · Cancel anytime
Features
Built for how B2B
actually closes.
Every feature exists because a consultant, account manager, or agency owner needed it — not because a software team thought it sounded good.
Daily Five
Every morning, see the 5 accounts you should contact today — based on deal stage, time since last touch, and key milestones in the relationship.
Deal Pipeline
Drag-and-drop deal tracking from first conversation to signed contract. See every opportunity and where it stands — at a glance.
AI Memory Cards
Each contact gets an AI-generated profile — role, priorities, past conversations, personal details — so you walk into every meeting fully prepared.
Companies & Contacts
Link contacts to their company, track stakeholders and decision-makers, and see the full relationship map before you ever send a proposal.
Relationship Alerts
Get notified when it's been too long since you touched a key account, when a contact changes jobs, or when a renewal window is approaching.
Smart Automations
Set rules once — Clientaro reminds you before a contract renews, after a proposal goes out, or when a deal has been stuck in a stage too long.
Inside Clientaro
Every screen is built for the next conversation.
Not another database. A daily system that tells you who to call, why, and what to say — built from the ground up for agents who lead with relationships.
Start every day with the five people who matter most.
Your AI-ranked Daily Target surfaces the clients most likely to close, refer, or drift — with the exact reason you should reach out.
See every deal — and exactly what to do next.
A drag-and-drop kanban built for real-estate stages: Lead, Consultation, Listing Signed, On Market, Under Contract, Closed. Every card shows last-contact context so no deal goes cold.
AI Memory remembers what you can’t.
Every contact gets an always-on AI summary, engagement score, relationship map, active deals, and a full activity timeline — so every call starts with context.
Follow-ups that tell you why — not just what.
Every task carries the reason it exists: "conditions deadline approaching," "4-year anniversary," "quarterly nurture cadence." Never send another awkward check-in.
Track families, not just contacts.
Group spouses, partners, kids, and roommates into a single household. One move, one closing, one referral tree — all connected automatically.
Equity is the #1 reason past clients re-list.
Clientaro tracks purchase price vs. estimated value for every past client — so you see equity growth coming before they do, and reach out when they’re ready to move.
Why we built this
“B2B deals are won long before the contract — in the trust built over months of real relationship. Clientaro keeps that front and center.”
Built on relationships, not transactions
Most CRMs are built for sales teams pushing product. We built Clientaro for professionals who win business by genuinely knowing their clients.
Your data is yours, always
Export your contacts, deals, and history at any time — no lock-in, no ransom. We earn your business every month.
Simple enough to actually use
The best CRM is the one you open every day. We obsess over removing friction so the tool works for you, not the other way around.
Early Access
Be among the first.
Clientaro is new. That means you'll get direct access to the team, influence the roadmap, and lock in founding-member pricing.
Pricing
Simple, transparent pricing.
Start free. No credit card required. Cancel anytime.
Perfect for individual agents just getting started.
- ✓Up to 500 contacts
- ✓Pipeline management
- ✓Daily Five
- ✓Email & task reminders
- ✓Basic reporting
For serious producers who want every edge.
- ✓Unlimited contacts
- ✓AI Memory Cards
- ✓Smart Automations
- ✓Household & property tracking
- ✓Advanced reports & GCI
- ✓Referral radar
- ✓Priority support
For brokerages and high-performing teams.
- ✓Everything in Pro
- ✓Up to 10 team members
- ✓Role-based permissions
- ✓Team performance dashboard
- ✓Shared pipeline views
- ✓Dedicated onboarding
Help us spread the word.
Share Clientaro with your network, leave an honest review, or refer a colleague. In return, we'll lock in 50% off for your entire first year.
Claim your spot →After year one, regular pricing applies.
B2B deals are won before the contract.
Clientaro keeps every relationship warm — so when the time comes, you're the obvious choice.
No credit card required · 14-day free trial