About ClientOrbit Pro
Free CRMs make you track retainers and coaching packages with generic deal stages that were never built for recurring client work. ClientOrbit Pro is built specifically for consultants, coaches, and agencies who sell retainers and session packages — every screen is about renewal dates, session credits, and who's at risk of cancelling, not sales pipelines you don't need.
Add each client with their package, renewal date, and session allowance. Log sessions as you deliver them and ClientOrbit Pro tracks remaining credits automatically. A built-in churn-risk engine scores every active client from 0–100 using renewal proximity, session inactivity, and usage patterns — and shows you the exact reasons behind every score, not just a number.
Everything Inside
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Command Dashboard
MRR, ARR, active clients, at-risk count, and a live "Needs Attention" feed that surfaces overdue renewals and cold clients automatically.
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Automatic Churn-Risk Scoring
Every client gets a 0–100 score with plain-English reasons — renewal proximity, session inactivity, and low credit usage — plus a manual override when you know something the algorithm doesn't.
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Session Credit Tracking
Log every session against a client's package and watch credits deplete in real time, with an over-delivery warning if you're giving away unpaid time.
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Renewal Calendar
A full month-grid calendar plus grouped lists — Overdue, Next 7 Days, Next 30 Days — so nothing slips through.
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Reusable Packages
Define your retainer and coaching tiers once — price, sessions per cycle, billing cadence — and assign them to clients in seconds.
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One-Click Renewals
Confirm a renewal verbally, then process it with one click — credits reset, the renewal date advances, and it's logged to that client's history forever.
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Revenue Reports
A 12-month MRR trend, revenue by package, client status breakdown, and risk distribution — all rendered live, no spreadsheets required.
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Notes, Tags & Client History
A full timeline of notes, sessions, and renewals per client, plus tags for segmenting VIPs, referral sources, or anything else you track.
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CSV & JSON Import/Export
Bulk-import clients from a spreadsheet, export a full backup any time, and print a clean client summary for proposals or renewals.
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Private by Design
Client data never leaves your device — no account, no cloud, no server ever sees it.
Who It's For
- Coaches and consultants running monthly, quarterly, or annual retainers who are currently tracking renewals in a spreadsheet or their head
- Agencies managing session-based packages who need to know exactly who's used their credits and who's about to run out
- Anyone who's lost a client to a missed renewal or a churn signal they didn't see coming
- Solo practitioners who want CRM-grade visibility without CRM-grade pricing or setup time
Why Not Just Use a Free CRM?
General-purpose free CRMs give you generic sales stages, contact fields, and deal pipelines — none of which map to how retainer and coaching businesses actually work. ClientOrbit Pro has no setup: open it and every field is already built for session credits, renewal cycles, and churn risk. No custom fields to configure, no unused sales-pipeline clutter, and no seat limits or feature paywalls waiting behind a free tier.
No Account. No Cloud. No Subscription.
ClientOrbit Pro stores everything in your browser's local storage — your client list never leaves your device. There's no login, no account to create, and no monthly fee. Open the file, add your clients, and your data is there next time you open it.
Like all Nexior Gray products, ClientOrbit Pro is a single HTML file — open it in any browser and it works immediately. No installation, no account, no subscription. Buy once and it's yours.
Get ClientOrbit Pro — £19.00 →
