A lead and client-record (CRM) app for people who sell financial services: advisers and portfolio managers, insurance and pension agents, mortgage brokers and trading-course sellers.
The name says who it's for. The app has no trading, signals, brokerage or investment advice, holds or moves no money, and never buys, sells or shares leads. Every lead is someone who wrote to you or whom you added.
GET LEADS
• Your WhatsApp link with the first message typed in, and a QR for your card, a flyer or your office door
• Each place you share it gets its own first message, so a pasted chat shows where the lead came from
• Post templates for Instagram, Facebook, WhatsApp status, local groups, ads and Google updates, with your link. Only your own offer goes in, and you post it yourself
• The templates never promise returns and end with a line such as "General information, not investment advice." The app warns you if your own offer reads like a promise of returns
• A status image with your headline and QR, and a printable QR card: an A6 card or an A4 sheet of 8
• A short referral ask for happy clients. You send it yourself, one person at a time
ONE THREAD FOR EVERY CLIENT
• Add a lead by hand, or paste a message or a number you copied
• Call, WhatsApp, text or email from the lead, then log how it went
• Notes, voice notes, photos, files, proposals and meetings, all in the client's thread
• A meeting summary: "What we discussed" and "Next step", with a reminder
• One status (New, Talking, Won or Lost) and one next step, with a reminder
• Tags for what each person is interested in (investments, pension, insurance, mortgage, trading course), and a list filter
• A Today list at the top: next steps that are due and new leads still waiting for a reply
• Clients won this month, and where your leads came from
CONSENT AND DO NOT CONTACT
• Record consent for each lead: when, how (they wrote first, a call, WhatsApp, SMS, email, a signed form, in person) and for which channels. It shows at the top of the lead
• Records can't be edited or deleted. A change, such as a withdrawal, is a new record
• A do-not-contact list by number and email: call, WhatsApp, SMS and email are blocked with the reason shown, also for new leads with the same details
• Withdrawn consent blocks that channel until you record new consent
• Export the consent log as CSV, with every consent, withdrawal and do-not-contact change. The Excel and JSON exports include it
Whether these records meet the rules of your licence and your country is for you to check.
YOUR DATA STAYS ON YOUR PHONE
Everything is saved on this phone and works with no signal. No account, no ads, no analytics. The app never reads your contacts, texts or call log, and never sends a message by itself. A daily backup stays on the phone, and you can export everything to Excel, CSV or JSON at any time, with or without a plan.
Consent records and the do-not-contact list stay on the phone too, and are kept when a lead is deleted, so nobody who opted out is contacted by mistake.
Reminders are worked out on the phone, around the time you set.
English and Hebrew, with a full right-to-left layout in Hebrew.
PLANS
Free to start: make your link and QR and log your first lead. Then choose a plan: weekly, monthly or yearly.
7 days free, then $69.99/year. Cancel anytime. Monthly is $14.99/month and weekly is $4.99/week. These are US prices; the store shows your local price before you confirm.
Every plan has the 7-day free trial for new subscribers, offered only when your store account can still use it.
Charged to your Google Play account. The plan renews automatically unless cancelled at least 24 hours before the period ends. Manage or cancel in your Google Play subscriptions.
Leads and client records for financial advisers, insurance agents and brokers.