CRM
Your CRM belongs to your employer.
When you leave, your contacts stay.
Personal CRM for iPhone
Your Network. Forever.
The only iPhone CRM that travels with you when you change jobs. Contacts, proposals, invoices, expenses, tasks, tax exports, and BYOK AI in one private app.
HoneyBook + FreshBooks$56/month
vs
CarnetCRM$9.99/month
CarnetCRMToday
Revenue Dashboard
$42kPipeline
128Contacts
Proposal sent
Acme Consulting
Acme Consulting
Invoice paid
$3,200 received
$3,200 received
GPS check-in
Miami, FL
Miami, FL
5/5 rated experience for independent professionals
App Screens
One app for the work behind your relationships
Screenshots will update with live App Store captures. Until then, these launch placeholders show the core product areas.
The Problem
You change jobs. You lose your network.
NET
Rebuilding your network takes years.
The relationships you built should move with you.
APP
Five apps. No connection.
Contacts, proposals, invoices, expenses, and notes finally talk to each other.
CarnetCRM changes this forever.
Features
Everything a solo professional needs
AI
AI Signature Parser
Paste any email signature. AI extracts the contact instantly.
CARD
Business Card Scanner
Point your iPhone camera. Contact added in seconds.
GPS
GPS Check-ins
Log where you met every contact. Never forget a meeting.
REC
Voice Memos
Record meeting notes with live AI transcription.
PDF
Multi-Year Proposals
Professional proposals with multi-year contracts and escalation clauses.
$
Invoice System
Convert accepted proposals to invoices automatically.
EXP
Expense Tracker
Track business expenses by IRS Schedule C category.
TAX
TurboTax Export
Export Schedule C PDF for your LLC tax filing.
PIPE
Pipeline Board
Drag-and-drop Kanban board for your deals.
KEY
License Management
Track software licenses, renewals, and payment schedules.
REV
Revenue Dashboard
Gross revenue, outstanding, pipeline - all in one view.
SYNC
iCloud Sync
Access all your data on iPhone and iPad seamlessly.
Complete Feature List
A complete business operating system for solo professionals
CarnetCRM is more than a contact manager: it brings CRM, proposals, invoices, taxes, licenses, tasks, AI, and device-native workflows into one private iPhone and iPad app.
Security & Authentication
Face ID and Touch ID lock, auto-lock, screenshot protection, encrypted on-device storage, API keys and tax IDs protected in iOS Keychain.
Contact Management
Full profiles, sentiment, pipeline stage, deal value, follow-ups, birthdays, anniversaries, interaction history, duplicate detection, and contact merge.
Company Management
Domain-based company classification, color assignment, relationship strength, seniority classification, linked contacts, CSV, and vCard import.
Contact Import
Import from iPhone Contacts, CSV, Google Contacts, LinkedIn, Salesforce exports, vCard files, smart mapping, duplicate checks, and progress tracking.
Pipeline & Deals
Drag-and-drop Kanban, five stages, pipeline value, win rate, revenue forecast, and multi-year contract pipeline by renewal date.
Proposals
Four-step proposal builder, 1-10 year contracts, line items, escalation clauses, payment schedules, templates, clauses, AI writing, PDFs, signatures, statuses, and one-tap invoice conversion.
Invoice System
Three-step invoice builder, proposal conversion, payment schedules, partial payments, payment methods, PDF watermarks, reminders, overdue alerts, and balance tracking.
Expense Tracking
IRS Schedule C categories, receipt capture, AI receipt scanning, GPS mileage at the 2025 IRS rate, linked contacts, trends, YTD deductions, and tax estimates.
Tax Export
Schedule C summary PDF, mileage appendix, QuickBooks IIF CSV, IRS category CSV, share sheet export, business name, and EIN support.
Revenue Dashboard
Gross revenue, outstanding invoices, pipeline value, expenses, net revenue, period filters, forecasts, top clients, PDF report, CSV export, and shareable summary.
License Management
Perpetual, annual, monthly, seat-based, usage-based, enterprise, and trial licenses with renewal dates, amendments, payment tracking, and remaining value.
Notifications
License renewals, payment reminders, task alerts, birthdays, proposal expiry alerts, and category-level notification preferences.
Tasks
Priority tasks, contact links, due groups, progress ring, push reminders, quick-add, voice dictation, natural language dates, priority detection, and Siri Shortcut donation.
GPS Check-ins
Reverse geocoding, nearby contact suggestions, previous check-in map pins, notes, automatic last-contact updates, and calendar sync.
Voice Memos
M4A recording, live waveform, real-time transcription, automatic contact note append, playback scrubbing, and duration tracking.
AI Signature Parser
Paste a signature and extract name, title, email, phone, and company, then edit results, link or create companies, and save as a lead.
Business Card Scanner
Camera card-frame overlay, AI extraction, photo library fallback, image resizing, and editable preview before saving.
Receipt Scanner
AI extraction for merchant, amount, date, and category, low-confidence field highlighting, receipt storage, and tap-to-zoom detail view.
BYOK AI Features
Anthropic, OpenAI, Gemini, Mistral, Cohere, Ollama, custom endpoints, model selection, test connection, fallback provider, usage tracking, and AI follow-up suggestions.
Email Integration
Send proposals, invoices, and payment reminders through iOS Mail with PDFs, templates, signatures, and support for Mail, Gmail, and Outlook workflows.
Calendar Sync
Two-way EventKit sync for tasks, check-ins, license renewals, proposal expiries, alarms, deep links, a CarnetCRM calendar, and foreground auto-sync.
Themes
Light mode, dark mode, system automatic mode, instant switching, and a full design token system.
iCloud Sync
Optional CloudKit sync, default off, media through iCloud Drive, local-to-iCloud migration, sync status, and last synced time.
Owner Profile
Personal and business identity, logo, address, encrypted tax ID and banking details, defaults, terms, signature, brand voice, QR business card, vCard, and completion score.
Quick Note
Floating quick note button for notes, tasks, reminders, and follow-ups with optional contact attachment, voice dictation, timestamps, and contact note append.
Important Dates
Birthdays, work anniversaries, custom dates, configurable reminder offsets, and upcoming birthday sections.
Device & Navigation
iPhone five-tab navigation, iPad sidebar, Mac Catalyst readiness, keyboard shortcuts, adaptive compact and regular layouts, and full access on both devices.
Product Catalog
Products, categories, SKUs, unit types, active status, and catalog reuse inside proposal and invoice line items.
Home Dashboard
Time-based greeting, overview stats, profile completion, trial banner, AI insights, hot leads, birthdays, invoice alerts, quick actions, iPhone feature grid, and quick notes.
Subscriptions
Free tier, 7-day trial, monthly, power monthly, annual, founding member, StoreKit 2, subscription settings deep link, feature gating, and on-device conversion tracking.
Expense Imports
Import Uber and Lyft trips, Apple Card, Amex, Chase, Stripe, and bank statement CSVs, then map expenses into Schedule C categories.
Mileage and Receipts
Track mileage with the current IRS rate, capture receipt photos without AI, and attach receipts to expenses for clean records.
Proposal Template Library
Use built-in proposal templates, duplicate previous proposals, edit reusable terms, and create branded PDFs faster.
Contact Import Extras
Parse email signatures, follow a LinkedIn CSV import guide, detect duplicates, merge records, and use swipe undo while reviewing imports.
Private App Model
Works offline, uses BYOK AI, shows no ads, and shares no third-party data because your CRM stays on your device.
Total: 200+ individual features across 30 functional areas, built for freelancers, consultants, and LLC owners who need one private operating system for their business.
Native Hardware
Built for iPhone. Not just available on iPhone.
ID
Face ID Protection
Your contacts are private. CarnetCRM locks behind Face ID automatically.
GPS
GPS Meeting Log
Every meeting. Every location. GPS-tagged automatically.
CAM
Camera Intelligence
Business card scanner and receipt scanner built into the camera.
MIC
Voice Everything
Dictate tasks, record memos, transcribe meetings - hands-free.
Private AI
Your AI. Not ours.
Bring your own API key. CarnetCRM AI features use your account - we never see your data or pay your bills.
Anthropic
OpenAI
Google Gemini
Mistral
Cohere
Ollama
Connect any AI provider you already use. Signature parsing, business card scanning, proposal generation, and follow-up suggestions all run through your own API key. Your data never touches our servers.
Workflow
Proposal to invoice in three steps
Create Proposal
Build a multi-year contract with products, pricing, and escalation clauses.
Client Accepts
One tap converts it to an invoice or payment schedule.
Get Paid
Track payments, send reminders, and export for accounting.
Pricing
Simple, honest pricing
Start free. Upgrade when you're ready.
Free
$0
- 25 contacts
- 3 companies
- Basic pipeline
- 7-day Pro trial on signup
Monthly
$9.99/month
- Unlimited contacts
- AI features
- GPS, voice, proposals (10)
- Expenses and calendar sync
Power
$14.99/month
- Everything in Pro
- Unlimited proposals
- QuickBooks export
- 10-year contracts
- AI proposal writing
- White-label PDFs
Annual
$79.99/year
$6.67/month - includes 7-day FREE trial
- Everything in Power
- Start Free for 7 Days
- Best annual savings
Launch week onlyFounding Member - $149.99 one-time
Become a Founding MemberFull lifetime access to every CarnetCRM feature, including future updates. No subscription renewals.
CarnetCRM Pro Monthly: $9.99/month. CarnetCRM Power Monthly: $14.99/month. CarnetCRM Pro Annual: $79.99/year with 7-day free trial for new subscribers. Payment charged to Apple ID at purchase confirmation. Subscriptions auto-renew unless cancelled at least 24 hours before renewal. Manage in iPhone Settings > Apple ID > Subscriptions. Founding Member is a one-time non-consumable purchase at $149.99.
Comparison
Replace a stack of tools with one private iPhone app
| Capability | CarnetCRM | HoneyBook | FreshBooks | Spreadsheet |
|---|---|---|---|---|
| Personal CRM you keep when jobs change | Yes | No | No | Manual |
| Proposals and invoices in one workflow | Yes | Yes | Partial | No |
| Schedule C expense and mileage export | Yes | No | Partial | Manual |
| On-device storage with no company CRM server | Yes | No | No | Depends |
| BYOK AI with your provider account | Yes | No | No | No |
| Starting price | $9.99/month | Higher | Higher | Time cost |
Testimonials
Built for people who own their work
"Finally a CRM that doesn't belong to my employer. I changed jobs and kept every contact."
"I replaced 4 apps with CarnetCRM. Proposals, invoices, expenses, and my pipeline - all in one place."
"The TurboTax export alone saved me 3 hours at tax time. Worth every penny."
FAQ
Questions, answered
Yes. CarnetCRM stores all your data on your iPhone using Apple's Core Data framework. Nothing is sent to our servers. If you enable iCloud sync, your data is stored in your private iCloud account which Apple cannot access. We never see your contacts, proposals, or financial data.
No. CarnetCRM's AI features use a Bring Your Own Key model. You connect your own API key from Anthropic, OpenAI, Gemini, or any supported provider. The free tier from Google Gemini works for most users at no cost. We never charge for AI usage.
Yes. CarnetCRM runs natively on iPhone and iPad with adaptive layouts. Enable iCloud sync in Settings to automatically keep all your data in sync across devices.
Your data lives on your device. Cancelling your subscription returns you to the free tier limits but never deletes your data. All your contacts, proposals, and history remain accessible.
CarnetCRM was built specifically for solo professionals and single-member LLCs. The expense tracker uses IRS Schedule C categories and exports directly to TurboTax format. The invoice system handles payment schedules, partial payments, and overdue tracking.
Yes. Import directly from your iPhone Contacts app or upload a CSV file from Google Contacts, LinkedIn, Salesforce, or any spreadsheet. CarnetCRM auto-maps the columns and detects duplicates.
Fully. All data is stored on-device. You can add contacts, create proposals, log check-ins, and record voice memos without internet. Changes sync to iCloud when you reconnect.
Founding Member is a one-time purchase of $149.99 available only during the launch period. It gives you lifetime access to all CarnetCRM features including all future updates - you never pay again. Limited availability.
Founder
Built by Acare Solution LLC for professionals who own their relationships.
"I changed jobs and realized my entire professional network lived in my employer's CRM. CarnetCRM exists so your relationships travel with you."
Acare Solution LLC is based in Florida and builds privacy-first software for freelancers, consultants, and solo LLC owners.
Your network belongs to you.
Download CarnetCRM free. 7-day Pro trial. No credit card required.
Free to download iPhone and iPad iOS 16+