Every lead the radar finds lands in a pipeline that fills itself in. Move people across a simple board, get nudged when it's time to follow up, and watch real won deals stack up against your monthly goal — without ever opening a spreadsheet or learning a CRM.
Most CRMs are empty until you do the typing. This one starts full. Every lead the radar scores and every post you save lands as a card — with the original post, the person, their intent score and your draft reply already attached. The admin that kills follow-through is just gone.
Find, score, reply, follow up, won — usually that's four tools and a spreadsheet glued together. Here it's one place. The lead you reply to on Monday is the same card you mark won three weeks later, with the whole conversation in between, so nothing falls through the cracks.
No custom fields, no setup wizard, no learning curve. It's a list and a board with sensible stages, and a coach that tells you the one move to make today. You get the discipline of a sales pipeline without having to think like a salesperson.
The built-in CRM is where ClientRadar closes the loop. Instead of a blank database you have to feed by hand, it fills itself in: every lead the radar finds and every thread you save arrives as a card with the post, the person, their intent score and your draft reply already attached. You work it as a list or a Kanban board, move people through clear stages — New, Ready-to-switch, In touch, Follow up, Won and Lost — and let adaptive follow-up sequences remind you when it's time to re-engage. A Daily Focus Coach surfaces the one move most likely to win today, and a Results scoreboard tracks won deals, win rate and pipeline value against your monthly goal. It's a CRM built for people who don't live in a CRM — and your leads stay on your own device.
The hard part of winning clients isn't finding them; it's the messy middle. You spot a great prospect, mean to follow up, and a week later it's buried under everything else. Most CRMs are supposed to fix this, but they're so heavy you stop updating them by week two.
You reply to someone who's clearly interested, they say 'let me think about it,' and then nothing. No reminder, no system — just a warm lead quietly going cold while you're busy doing the actual work.
A few DMs here, a note in your phone, a half-filled spreadsheet, a CRM you abandoned. Nobody can tell you who's close to buying or what to do next, because the answer is scattered across tools that don't talk.
Salesforce-style tools are built for sales teams with a pipeline manager. For a solo operator or small agency, the setup, custom fields and constant data entry cost more time than they save — so you give up and wing it.
Without a single place that counts won deals, you're guessing. Are you on pace for the month? Is your win rate improving? How much is actually in the pipeline? If the numbers live in your head, they're not really numbers.
It works the way a great assistant would — capture everything, remind you at the right moment, and keep score so you don't have to.
Save a lead from the radar or a thread from Comment Radar and it becomes a card instantly — post text, person, intent score and your draft reply all attached. Person intelligence groups everything one contact has posted, so you see the whole picture, not a single message.
Work the pipeline as a list or drag cards across the board: New, Ready-to-switch, In touch, Follow up, Won, Lost. Search, filter by platform, score or sentiment, and sort to surface who deserves your attention first. A Browse archive keeps every post the radar ever saw, in case you want to reach back.
Adaptive follow-up sequences run two tracks — re-engage a quiet contact, or win an active lead — with scheduled reminders so the warm ones never go cold. Robin drafts each message; you read, edit and send every one yourself. Nothing goes out without your tap.
The Morning Briefing and Daily Focus Coach hand you the one move most likely to win today. The Results scoreboard tracks won deals versus your monthly goal, your pace, win rate and pipeline value — so you always know if you're on track. Export to CSV or Excel anytime; your data is never locked in.
The best CRM is the one you actually keep up to date. By filling itself in from the leads you're already working and asking nothing you wouldn't do anyway, this one stays current — which is the only way a pipeline ever helps you close.
A CRM only works if it reflects reality, and most go stale because updating them is a chore. This one updates as a by-product of the work you're already doing, so the pipeline you see is the pipeline you have.
Finding, replying, following up and closing all happen in the same place the lead was born. No exporting, no copy-paste between apps, no context lost in the handoff — the thread you found is the deal you win.
Your leads and your entire CRM stay on your own device; only public post text and your Brand DNA ever go to the AI. And one-tap CSV or Excel export means there's no lock-in — your pipeline is always yours to take.
Someone says 'circle back next month.' Drop them in Follow up, let the sequence remind you, and send Robin's draft when the day comes — instead of trusting your memory and losing the deal.
See every prospect across Facebook, Reddit, X and LinkedIn on one board, filter by score to triage, and track win rate and pipeline value so you know where the month stands at a glance.
Open the Morning Briefing, read the Daily Focus Coach's single highest-leverage suggestion, and act on it before the day fills up. Momentum without a planning session.
Set an average deal value, mark deals won, and the scoreboard turns your activity into real numbers — won deals, pace and pipeline value you can actually point to.
Almost none. The whole point is that it builds itself: every lead the radar finds and every thread you save arrives as a card with the post, person, intent score and draft reply already attached. You mostly just move cards between stages and mark deals won or lost — the typing other CRMs demand is gone.
The radar and Comment Radar are about finding and replying — they bring you the right people and a genuinely helpful first message. The CRM is what happens next: it tracks each of those people as a deal, reminds you to follow up, and keeps score until they're won. Same loop, but this is the half that makes sure a found lead actually becomes a paying client instead of a forgotten tab.
It's only as accurate as the number you give it. Pipeline value is calculated from an average deal value you set, so it's a useful estimate of what your open deals are worth — not a precise forecast. Won-deal counts, win rate and pace are based on the deals you actually mark won, so those reflect real activity.
You can export your whole pipeline to CSV or Excel in one tap, anytime. Your leads and CRM live on your own device, not on our servers, so there's nothing to be locked into — your data is always yours to take elsewhere.
The CRM is part of every plan, including Free. What changes is how many leads flow into it: Free covers Facebook only with no autopilot; Pro adds Reddit, three autopilot posts a week and webhooks; and Max unlocks all four platforms (Facebook, Reddit, X and LinkedIn) with unlimited autopilot. See the pricing page for the current breakdown.
Let the pipeline build itself, remind you to follow up, and keep score — so found leads turn into won deals.
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