Download
App template

Client Directory: a ready-made app you add in one click

Keep your clients and prospects in one searchable list, with their contact details, status and when you last spoke.

No build cost. Installs in one click, already set up.

Download Biilda freeSee pricing

What it does

Client Directory is a ready-made tab that keeps everyone you work with in one place: name, company, email, phone, whether they are an active client, a prospect or a past client, when you last spoke, and your notes. Search by name, company or email, filter by status, and click any row to edit it.

It also adds a Client Lookup employee you can ask about any client - who someone is, how to reach them, who you have not spoken to in a while. Ask it to log a call or add a note and it updates the directory for you. It is added switched off - turn it on from the Employees tab when you are ready.

A few sample clients are included so you can see how it works; the Remove sample data button clears them when you are done. Everything stays on this computer.

What it keeps

Your clients and prospects: name, company, email, phone, whether each is an active client, a prospect or a past client, when you last spoke and your notes.

Because the app is part of your Biilda, your AI employees can read what it keeps and update it for you.

What it uses

An app can only use what it declares up front, and Biilda lists that before you add it.

  • Saves its data on this computer

Also installs

Adds 1 employee to your setup next to the app.

  • Client Lookup

    Answers questions from the Client Directory tab

Installed employees and tasks start switched off until you turn them on.

Frequently asked questions

What is the Client Directory template?

Keep your clients and prospects in one searchable list, with their contact details, status and when you last spoke. It is a ready-made app: you add it from Templates in Biilda and it opens as its own tab, already set up, so there is nothing to describe or build first.

Does it cost anything to build?

No. It is already built, so adding it is a one-click install with no build cost. Credits are only used when an AI employee or task does work for you, and that is billed like any other task in Biilda: you pay only for what runs.

Where does Client Directory keep my data?

On your computer, like the rest of Biilda. What you add to the app is saved on your machine, and only what an AI request needs ever leaves it.

Can my AI employees use it?

Yes. Your AI employees can read what the app keeps and update it for you, so the app and your AI team stay in step. Anything that comes with it, such as a helper employee or task, starts switched off until you turn it on.

Can I remove it?

Yes. It is an ordinary tab in your Biilda, listed under Your builds, and you can remove it at any time.

Keep reading

More ready-made apps: Sales Pipeline · Invoice & Payment Tracker · Content Calendar · Inventory List · Project & Task Tracker · Hiring Pipeline · Expense Log · All templates

Try it on one real job

Biilda is free to download for Windows and macOS. No subscription: you buy credits from $20 and pay only for what each task uses.

Download Biilda freeSee pricing