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Every lead sits in one of three steps: New, Talking and Ready to buy. Move it along as the customer warms up. When they buy, tap Sold. If they don't, tap Not sold.

Set a reminder on any lead: today, tomorrow, in 3 days, in a week, or a day you pick. When you tick a call done, Clinch asks "When next?" so the lead never goes quiet. Late calls sit at the top of Home, so you know who to ring first.

Right after you tick it, tap Not done yet — undo. The call comes back as it was.

Pick why they didn't buy, and when to try again: 1, 3 or 6 months. On that day the lead comes back on Home, ready for a call. Every lost lead is one tap away on the Leads screen. Set the default in Settings → Reminders → Try lost leads again after.

A happy customer is your next sale, or your next referral. Clinch reminds you to check in a month after each sale. Change it to 1 week or 3 months in Settings → Reminders → Check in after a sale.

Yes, on iOS 27. Swipe a lead right to mark it sold, or left to call, set a reminder or close it. Swipe a call in "Do today" to tick it done or move it to tomorrow. Swipe a customer to call, WhatsApp or start a new lead. On older iOS, press and hold a lead for the same actions.

Use the search box on the Sales screen. You can search by customer, item or phone number. The Leads screen has the same search.

Set it once in Settings → My commission: a percentage of every sale, a fixed amount per sale, or none. New leads start with that, and you can change it on any single lead or sale. Each lead shows what you will earn before you close it. Want a goal? Add one in Settings → Monthly target.

Open the lead and tap Send a quote (PDF). You get a clean page with the items, the total, your name and your logo, ready to send. A sold lead prints as a receipt instead. Add your logo and business details in Settings → Me → My business.

Pick This month, Last month or Pick dates. You see what you earned, and you can tap that number or any bar to see the sales behind it. Reports also show how many leads became sales, why the others were not sold, and what sells best. Tap PDF to share the whole report.

Yes. Go to Settings → My data → Import, export and sample data, then tap Import leads… or Import customers… and choose a CSV file. Exports from Pipedrive and HubSpot work, and so do plain spreadsheets. Column names are matched loosely. Rows Clinch can't read are skipped and listed, so one bad row never fails the whole file.

On the same screen, export your leads and sales, customers, companies and reminders as CSV files that open in Numbers or Excel. You can also share your leads, your customers or all your sales as a designed PDF. Do this now and then if the data matters — see the next question for why.

No. Clinch has no server and we never receive your data, so there is nothing on our side to restore from. If you delete a lead, delete the app, or lose your phone without iCloud backup on, that data is gone. Keep your own CSV exports.

Settings → My data → Import, export and sample data → Delete everything. Every lead, sale, customer, reminder and note is removed, and every pending reminder is cancelled. If iCloud backup is on, they're removed from your other devices too. This cannot be undone.

No. Clinch has no account and no sign-in. Open it and start.

Turn on Settings → My data → Back up to my iCloud. Your data is saved to your own private iCloud, so it shows up on your other devices signed in to the same Apple Account. Nobody else can see it, including us.

The switch takes effect the next time you open Clinch. Swipe Clinch away in the app switcher and open it again. If the switch is greyed out, sign in to iCloud in the Settings app first.

All of them, in Settings → Reminders: Call reminders, Birthdays and delivery dates and the Monday summary. Clinch asks for notification permission the first time you set a reminder, not on first launch.

One notification on Monday morning that tells you how many leads have no call planned. One note is easier than a pile of alerts. Turn it off in Settings → Reminders → Monday summary.

Clinch has two Home Screen widgets. Today shows who to call today and anyone you're late for. Leads shows your open leads and any with no reminder. Tap a lead on a widget and Clinch opens that lead.

Widgets refresh on a schedule iOS controls, and Clinch also refreshes them when you leave the app. Open Clinch and go back to the Home Screen to update it.