For coaches
A personal CRM for coaches — remember between sessions what clients tell you in them.
The client who mentioned a big board presentation, the alum from 2023 who now sends you referrals, the prospect who said "ask me again in spring" — Endearist is being built to hold the context that makes you the coach who remembers, on your device and nobody else's.
Not launched yet Endearist is in development — there is nothing to download yet. This page describes how the app is meant to work. The first release is intended for Android and Windows; end-to-end encrypted sync over your own storage is planned for v1. See the roadmap →
Walk into session five knowing what mattered in session four
Your client mentioned, almost in passing, that the board presentation is on the 14th and that her co-founder situation keeps her up at night. Two weeks later, the idea is that you open Endearist's relationship journal before the call and ask how the presentation went — by name, by date. That moment of being remembered is half of why clients renew. The journal is planned as a timeline per person, so the whole arc of an engagement is one scroll.
Alumni clients are your best pipeline — if you don't lose them
The engagement ended in 2023. Eighteen months later that client is a VP, hiring a leadership team, and deciding which coach to recommend to three direct reports. Whether that's you depends on whether you stayed in touch in between. Set a quarterly cadence on every alum the day an engagement closes, and Endearist is meant to quietly keep the relationship alive through the years when there's no invoice attached to it.
What clients confide should stay on your device
Coaching notes are radioactive: a client's confidential exit plans, a conflict with a named executive, health context they shared to explain a rough quarter. That must not live in a multi-tenant SaaS your scheduling tool upsold you. Endearist is designed local-first — notes are meant to live on your device. Optional end-to-end-encrypted sync, where you hold the key, is planned. The aim is for your confidentiality promise to become architecture, not a clause in your coaching agreement. The vendored app measurement does not confirm an encrypted local database. It records an unencrypted SQLite file; an app lock does not encrypt that file. Protect your device and backups independently. End-to-end encrypted sync over storage you run yourself — a local or shared folder, or a WebDAV server — is planned for v1. Google Drive as a destination is not decided yet. Managed sync on Endearist Cloud is planned for after v1, as part of the Pro Cloud subscription only.
"Ask me again in spring" — and then actually ask in spring
Discovery calls that end in "not right now" are not dead, they're dormant. The prospect whose budget resets in January, the HR lead who said the leadership program starts after the reorg — give each a cadence matched to their timeline and a journal note on what they said. A warmth score could show your whole prospect bench at a glance: who's warm, who's cooling, who you promised to call back and haven't. Warmth tracking: scope and availability are not confirmed. Status: not decided yet.
Planned as a one-time licence, with practice notes exportable as plain Markdown
Coaching-platform CRMs charge per month and hold your client history hostage when you cancel. Endearist's pricing proposal is a one-time licence. Importing contacts via CSV or vCard is planned, as is exporting everything — every journal entry, every contact — as plain Markdown whenever you like, readable in any text editor forever. Planned AI drafting of check-in messages uses your own OpenAI or Anthropic key; nothing about your client list is meant to be shared beyond the single prompt you send. Proposed plan, not purchasable yet: local core and data export. The proposed 25-contact limit is not a confirmed entitlement. Proposed plan, not purchasable yet: local app and AI with your own key (planned for v1). Sync over your own storage is planned for v1. Managed cloud services are not a lifetime feature. Proposed plan, not purchasable yet: managed AI (planned for after v1, as part of the Pro Cloud subscription only) and Endearist Cloud (planned for after v1, as part of the Pro Cloud subscription only). Specific budgets, routing and prices require approval. Family sharing: not decided yet; no included family seat is promised.
When Endearist isn't the right fit
Endearist is not a practice-management platform: no scheduling, no invoicing, no session notes, and deliberately no place to store clinical detail about a client. If you need those, a coaching platform will serve you better and this would be a second tool for no gain. It fits the surrounding layer instead — the prospect from a workshop who is not ready yet, the client who finished a year ago and would come back if reminded you exist, the referrer worth a note. If your practice is full and waitlisted, you do not need it.
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Endearist for other working days.
Endearist is in development.
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