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Mobile ProjectiOS, iPadOS & macOS2026

IndyCRM

Simple CRM for freelancers, independents and small businesses: clients, projects and invoicing

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IndyCRM: Freelance CRM: dashboard, projects and financial reports

Main features

  • Clients and historyDetailed records, instant search and the full history of exchanges in one place, no digging through old emails.
  • Quotes and invoicesProfessional documents created in seconds from the phone, exported as PDF, with payment reminders.
  • Sales pipelineDeals in progress, their stage and the revenue booked, visible at a glance instead of buried in a spreadsheet.
  • Tasks and follow-upsReminders for meetings and client follow-ups, so nothing slips through on a busy day.
  • Data stays on the deviceNo external server: client information stays on the iPhone, with iCloud sync across your own devices.

Technical challenges

  • One codebase, three platformsThe same app runs on iPhone, iPad and Mac. Screens had to adapt to each size without duplicating business logic or maintaining three versions.
  • Invoicing offlineA freelancer writes an invoice on the train. Documents had to work without a connection, then sync back without ever creating duplicates.
  • PDFs worth sendingAn invoice is a document a client keeps. Layout, totals, VAT and print rendering all had to be controlled, not just displayed on screen.
  • Four languages, four formatsBeyond translation: date formats, thousand separators and currency conventions change by country, including inside generated documents.