Software · Apple app

Kundenbuch – a lightweight CRM for Mac, iPad and iPhone.

All business contacts and every interaction in one place. A native Apple app, synchronised via iCloud, no server of its own.

Kundenbuch on Mac, iPad and iPhone: contact list, contact details and a customer's history

Screenshots show the German interface.

PlatformsMac, iPad, iPhone
Syncvia your own iCloud
Servernone required
Deliveryset up individually
In brief

A lean CRM instead of business contacts in Apple Contacts.

Kundenbuch is deliberately reduced to the essentials: contacts, interactions, notes, documents and follow-ups. No complicated sales pipelines, no endless forms.

Business only

Private numbers and addresses have no place in Kundenbuch and are filtered out during import.

Everything with the customer

Every call, email, meeting and document appears in the history of the contact it belongs to.

A true Apple app

Native for Mac, iPad and iPhone, following Apple's design principles, synchronised via your own iCloud.

Features

What Kundenbuch takes care of day to day.

History per customer

Every interaction at a glance.

Calls, emails, meetings, notes, documents and voice notes are listed chronologically with the customer, grouped by month. Each entry has a title, date, notes and optional attachments; calls and emails also have a direction, incoming or outgoing.

iPhone showing a customer's history with a call, an email and a meeting, grouped by month
Calling and emailing

One tap – and the entry is already there.

  • Call: tapping a phone number starts the call, on the Mac via the iPhone or FaceTime. At the same time an entry with number and time is created, and the notes field opens right away for the call notes.
  • Email: subject and text can be prepared in Kundenbuch; the email then opens in the usual mail app. The entry with subject and text is created automatically.
  • Attach the sent email: the message that was sent can be attached to the entry as a file afterwards, for example via "Share → Kundenbuch".
Contact view on the iPhone with buttons for call, email, entry and attachment
Import from Apple Contacts

Take over business details only.

  • Import directly from Apple Contacts or from an exported vCard file (.vcf).
  • Phone numbers, email addresses and home addresses labelled "private" are deselected in advance, as are free-mail addresses without a business label.
  • Birthdays, relationships and notes from Apple Contacts are never imported.
  • Every single detail can be reviewed and selected or deselected before import.
  • Importing again adds to existing contacts instead of creating duplicates.
Import dialog on the iPhone: private phone number, email and home address are deselected and struck through
Follow-ups

Never forget anything again.

  • Any entry can be given a follow-up date.
  • A dedicated overview groups all open follow-ups into "Overdue", "Today", "Next 7 days" and "Later". Overdue items are marked in red.
  • A badge in the sidebar or tab bar shows what is due today.
  • Mark as done with a swipe or directly in the contact view.
List of follow-ups on the iPhone, grouped into overdue, today and next seven days
Documents, photos, voice notes

Everything in the right place.

  • PDF, Word, Excel, images, audio and other files attach directly to an entry or appear as an entry of their own in the history.
  • Add them via the file picker, from the photo library or via "Share" from other apps.
  • Voice notes can be recorded directly in the app.
  • Preview all attachments with Quick Look without leaving the app.
"Share → Kundenbuch" from other apps. From Files, Photos, Voice Memos, Safari, the Finder and other apps, content can be assigned to a contact directly via the share menu – as a new entry or as an attachment to an existing email entry. For email files (.eml), Kundenbuch recognises the contact by the addresses and suggests the matching email entry.
Meeting entry with notes, follow-up and photo attachment on the iPhone
Up to date on every device

The same customer data everywhere.

  • A native app for iPhone, iPad and Mac with an interface that adapts to the device: tab bar on the iPhone, sidebar with three columns on iPad and Mac.
  • Synchronisation via iCloud (CloudKit). The data lives in the user's private iCloud; no server of your own is needed.
  • Without an iCloud sign-in, the app keeps working locally on the device.
Kundenbuch on the iPad with sidebar, contact list and contact view
On the Mac

The full overview at your desk.

Sidebar, contact list and history sit side by side. Keyboard shortcuts for the most frequent steps: new contact with ⌥⌘N, import contacts with ⇧⌘I.

Kundenbuch on the Mac with sidebar, contact list and history
Contact list and history
An open entry on the Mac with note and follow-up
Open entry with follow-up
More features

What else is included.

  • Contacts with first and last name, company, position, department, photo and general notes
  • Any number of phone numbers, email addresses, websites and addresses with custom labels, e.g. office, switchboard, direct line
  • Favourites
  • Search by name, company, email address and phone number
  • Sort by name, company or last contact
  • Overall history: the latest entries across all contacts
  • Addresses open in Apple Maps, websites in the browser; every detail can be copied
  • Contacts are only deleted after confirmation; history and attachments disappear on all devices with them
Technology and requirements

At a glance.

PlatformsiPhone and iPad from iOS/iPadOS 18, Mac from macOS 15
TechnologySwift, SwiftUI, SwiftData
SynciCloud (CloudKit, the user's private database)
Servernone required
Data protectionbusiness data only; access to Apple Contacts only during import and only after permission is granted
Deliveryindividual: set up on the customer's devices, no public App Store listing
FAQ

Briefly answered.

Will my private contacts be imported?

No. Only selected contacts are imported, and private details are deselected in advance. Apple Contacts itself stays unchanged.

Where is the data stored?

In the user's private iCloud. There is no third-party server.

Does Kundenbuch work without internet?

Yes. All data is also stored locally on the device; changes are synchronised as soon as a connection is available again.

Can I attach emails from Apple Mail?

Yes, as a file via "Share → Kundenbuch".

How do I get Kundenbuch?

Kundenbuch is provided individually and set up on your own devices. The best first step is to request a demo.

What does Kundenbuch cost?

That depends on the scope and the setup and is discussed individually – happily as part of a demo.

Request a demo

A CRM that feels like an Apple app.

In a short demo we show Kundenbuch on Mac, iPad and iPhone – from importing contacts to follow-ups. No obligation; pricing questions can be covered there too.

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