P07 | Universal Client & Patient Tracker (Privacy-First CRM)

Manage your clients with the security they deserve and the efficiency you need.

The Universal Client/Patient Tracker is a powerful, offline-first system designed for professionals who handle sensitive information. Forget about expensive monthly subscriptions and cloud security risks. Take full ownership of your data.

• Secure History Tracking: Maintain detailed records of every session, consultation, or case with a clean, searchable interface.
• Zero Cloud Risk: Your database lives on your machine. Perfect for doctors, therapists, and lawyers.
• Architectural Simplicity: No complex software to learn. A streamlined tool for your daily practice.
• No Subscriptions: One single payment for lifetime access.

Elevate your workflow: Complete your professional management suite by adding P09 | Premium Visual Agenda System. This high-end extension is fully compatible and designed to work seamlessly with our P06, P07, and P08 systems.

Building a high-end practice? This tool is the foundation of your digital office. Use it alongside our P06 | Minute Maker for flawless record-keeping.