EvergreenCRM

Evergreen is a fast, private personal CRM for professionals who value their relationships and their data. It lives on your device by default — and, when you want it, syncs across your Mac, iPhone, and iPad through your own private iCloud. BUILT FOR SPEED • Virtualized scrolling handles thousands of contacts smoothly • Instant search finds anyone in milliseconds • Native SwiftUI on Mac, iPhone, and iPad INFORMATION-DENSE DESIGN • See everything at a glance: name, organization, title, email, tags, location, and last interaction • Resizable, reorderable columns that remember your preferences (Mac) • Multi-sort to organize contacts exactly how you think POWERFUL SEARCH • Free text search across all fields, or describe who you're looking for in plain language • Token-based filtering for precision: - tag:investor — find by tag - org:acme — filter by company - touched:30d — contacted in the last 30 days - is:overdue — a follow-up past its due date - is:stale — gone quiet too long - has:notes — contacts with notes • Results rank by relevance instead of vanishing when one filter doesn't match — stack as many as you want COMPLETE CONTACT PROFILES • Rich detail view with inline editing • Markdown notes with autosave • Interaction timeline: meetings, calls, emails, DMs • Next actions with due dates so you never miss a follow-up • Relationship tracking and a network graph to visualize how people connect PRIVATE BY DESIGN • Local-first: your data is stored on your device, not on our servers • We have no account system and we never see your contacts • No ads, no tracking, no telemetry OPTIONAL ICLOUD SYNC • Turn on Evergreen Sync to keep your contacts up to date across your Mac, iPhone, and iPad • Sync runs through YOUR private iCloud via Apple's CloudKit — we never have access to it • Sync is completely optional. The app is fully functional on a single device without it. • Evergreen Sync is an auto-renewable subscription (see pricing below) SIRI, SHORTCUTS & WIDGETS • Log a call, ask who you're overdue with, or snooze a reminder — from the Shortcuts app • Home Screen and Lock Screen widgets (iPhone/iPad) with one-tap snooze and complete • A menu bar quick-log (Mac) — check who's overdue and log a call without opening the app • Spotlight finds your contacts by name on both platforms ON-DEVICE APPLE INTELLIGENCE (optional) • Natural-language search, note cleanup, and tag suggestions — all processed on-device • An optional "Ask Evergreen" assistant with read/write access to your CRM: no API key, no network • Every suggestion needs your OK — nothing is created or changed on its own AI-READY WITH MCP (Mac) • Built-in Model Context Protocol server lets AI assistants like Claude manage your contacts • Every action is attributed, logged, and runs locally, on your terms KEYBOARD-FIRST (Mac) • ⌘K — Command palette: jump to a contact, run a command, apply a filter • ⌘F — Focus search • ⌘N — New contact • ⌘S — Save changes • Arrow keys — Navigate and open details Whether you're a founder tracking investors, a freelancer managing clients, or anyone who values relationships, Evergreen helps you stay connected without giving up control of your data. — SUBSCRIPTION — Evergreen Sync is an auto-renewable subscription that enables cross-device iCloud sync: • Evergreen Sync Monthly — $1.99/month Payment is charged to your Apple Account at confirmation of purchase. The subscription automatically renews unless auto-renew is turned off at least 24 hours before the end of the current period. Your account is charged for renewal within 24 hours prior to the end of the current period. You can manage or cancel your subscription in your Apple Account settings after purchase. Privacy Policy: https://heltonlabs.com/evergreen-privacy.html Terms of Use: https://heltonlabs.com/evergreen-terms.html