Made for independent consultants

Remember every client.
Organize nothing

A CRM that keeps itself up to date, so you're ready for any call in seconds. It holds every client, project, and decision, on your own device.

Join the waiting list Free to use on your own device · takes a minute to join
Your email, notes & files
Acme SOW.pdf
Kickoff call, 42 min
Re: Q3 proposal
Discovery notes
+ 18 more this week
Organized by Celis
proactive just now

Your call with Sarah Chen is in an hour. Here's where things stand.

SC
Sarah Chen
VP Product, Acme
Next dueSend Q3 proposal, Fri
What's changed since we last spoke?

Three updates since your last call:

Deal moved Pilot → Contract, $48k
Role: Manager → VP Product
New risk: budget approval pending
What Celis does

Ready for whatever comes up

Connect once. Celis keeps every client current on its own, so however the day goes, you walk in already prepared.

A brief before every call, built from your email, calls, and files

Your sources
reading
Email · Sarah Chen
Send the Q3 proposal by Friday
Meeting · Acme kickoff
42-min call, read in full
PDF · Market research
Acme competitive landscape

Every project at a glance, kept current as a living profile

SC
Sarah Chen
VP Product, Acme
live
Promised: send the Q3 proposal
new
Deal: Pilot → Contract
meeting
Role: Manager → VP Product
email
Risk: budget approval pending
PDF

Every promise kept, with drafts and follow-ups ready for your OK

Today
live
Send Sarah the Q3 proposal
Draft ready for your OK
Read your rundown before the kickoff
10:00, built from everything you know
Our promise

Yours, and only yours

Everything runs on your own device, by default and by design.

Names and numbers are masked before anything leaves

On your device
SC
Sarah Chen
VP Product, Acme
live
DealPilot → Contract, $48k
Next dueSend Q3 proposal, Fri
RiskBudget approval pending
Everything runs here
names & numbers removed
Shared with a bigger AI
••
[name]
[company]
DealPilot → Contract, [amount]
Next dueSend proposal, Fri
RiskBudget approval pending
Names & numbers removed first
Local by default Only you hold the key Open, and yours forever
Early access

Walk into every call already knowing.

Free on your own device. Sign up for early access and a founder's discount when syncing arrives.

No spam, ever · takes about a minute

FAQ

Questions, answered

How does it work?

Celis connects once to the places your work already lives: your email, calendar, meetings, and files. It reads them right where they are, so there's nothing to import and nothing to file. It keeps a tidy, up-to-date profile for each client, project, and company, and quietly handles what's next: drafting replies, setting up follow-ups, and getting you ready before calls. You can always see where every detail came from, and nothing goes out until you approve it.

How and where is my data stored?

On your own device. Your client information lives with you, locked so only you can open it. If you'd like it kept in sync across your devices, our servers only ever pass along a scrambled version they can't read. Think of it as a sealed envelope we just deliver, never open.

How is this different from other CRMs or AI assistants?

A normal CRM only works if you keep feeding it, so it slowly falls out of date. Cloud tools and AI assistants keep your information on their servers and learn from it, on terms they can change or sell tomorrow. Celis keeps itself current with no data entry, holds the whole picture (clients, projects, and the decisions behind them), and works inside any AI you use. It all stays with you, for good.

Can I use it with ChatGPT, Claude, and my own agents?

Yes. Celis is the memory underneath the AI you already use. It carries your context into any chat or agent, on your device and masked first, so you can switch models anytime and your context comes with you.

Do my clients' details ever leave my device?

Only if you let them. Everything runs on your device by default. When a task calls for a more powerful AI, Celis blanks out names, companies, and numbers before anything goes out, so your clients stay private.

Is it really free? What would I pay for?

Yes. Celis is free to use on your own device, for as long as you like. The only thing you'd ever pay for is keeping everything in sync and running in the background across your devices and teammates, even when your device's asleep.

What happens if Celis shuts down?

You keep everything. Your information is saved in an open format that doesn't depend on us, and if we ever close up shop, we'll release the code so it keeps working. We're independent and not chasing a quick sale. We're building this to stick around.