Frequently Asked Questions

ClientGo is a lightweight CRM alternative that helps you stay on top of client relationships with simple contact management, activity tracking, and follow-up reminders — without the complexity of traditional CRM software.

ClientGo is for anyone who works with clients but doesn't need a full CRM. Think freelancers, consultants, small agency owners, construction businesses, real estate agents, financial advisors, and account managers — anyone who maintains relationships but doesn't need enterprise software.

Most CRMs are built for large sales teams with complex pipelines and deal stages. ClientGo takes a simpler approach: just people and activities. No overwhelming dashboards, no training required, no hidden features. We do one thing well — help you stay in touch with the people who matter.

ClientGo provides contact management, activity tracking, follow-up reminders, a calendar view, team collaboration, and email notifications. You can create flexible reminders or time-specific scheduled activities, add notes to contacts, and keep your entire team in sync.

Yes! Every new account starts with a free trial with full access to all features. No credit card required to start.

Plans start at $4.99/month per user. Annual billing saves you 20%. We keep pricing simple — no hidden fees, no feature tiers, just one plan with everything included.

We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment processor, Stripe. We don't store your card details on our servers.

Yes, you can cancel your subscription at any time. You'll retain access to all features until the end of your current billing period.

When your trial ends, you'll be prompted to subscribe to continue using ClientGo. If you don't subscribe, your account becomes read-only — your data is safe, you just can't create new contacts or activities until you subscribe.

Yes. All data is encrypted in transit (TLS/SSL) and at rest. We use row-level security to ensure you can only access your own team's data. We never sell your data and only share it with essential service providers (see our Privacy Policy for details).

Your data is stored securely in the United States using Supabase, a trusted database provider. All data is encrypted and backed up regularly.

Absolutely not. We never sell your personal information or contact data to third parties. Your privacy is our priority.

Yes! ClientGo supports team workspaces where all contacts and activities are shared among team members. You can assign tasks, collaborate on client relationships, and keep everyone in sync.

There's no limit to the number of team members you can add. Team billing is seat-based, so you pay per active team member.