Tickler

The AI-native CRM that lives in your Google Workspace

Track clients, deals and follow-ups in Google Contacts, Tasks, Calendar and a Sheet you own. Run it by talking to Claude, ChatGPT or Gemini.

Named after the tickler file, the classic system for never missing a follow-up. This one runs itself.

Free during the beta. Two short questions after this, no card. See how it works

From the maker of KiteTasks, the native Google Tasks app for Mac.

Move Acme to Proposal sent and remind me Thursday
Follow up with Acme on the proposalThu, 29 Oct · Google Tasks · My Tasks
Done. Acme is now in Proposal sent, and I added a task for Thursday.

Spreadsheets break. Real CRMs lock you in.

Spreadsheet CRMs break

No reminders, broken formulas, and everyone can edit everything.

Real CRMs lock your data in

And charge per user. Streak starts at $49 per user per month.

Their AI costs extra

Credits run out, and the AI only works inside their app.

How it works

  1. Sign in with Google

    Tickler creates a CRM Sheet in your Drive and uses your Contacts, Tasks and Calendar.

  2. Connect your AI

    Add Tickler as a connector in Claude, ChatGPT, Gemini or any MCP client.

  3. Just ask

    Pipeline, reminders, reports: ask in plain words.

    Who haven't I followed up with in two weeks?

Ask for anything

Work your pipeline

Log my call with Marta: she wants a quote by Friday.
Note added to Marta's deal, task due Friday
Which deals should close this month?
Three deals, $12,500 in total
Who did I meet at the conference and not follow up with?
Four contacts from 14 Oct, no activity since

Change the CRM itself

Add a Budget field to deals.
New column in the Sheet, new field in the app
Create a recruiting pipeline: Applied, Interview, Offer, Hired.
Second pipeline, four stages
Every Monday, list deals with no activity in 14 days.
Weekly rule saved, runs Mondays at 8:00

An agentic CRM: fields, pipelines, views and reminders are settings your AI can edit. There's no admin panel to learn.

A Google Workspace CRM where the data stays yours

Google Contacts iconContactsPeople and companies
Google Tasks iconTasksFollow-ups and reminders
Google Calendar iconCalendarMeetings
Google Sheets iconSheetDeals and notes

Open the Sheet any time. It's a normal Google Sheet in your Drive, and it reads like one.

Cancel and keep everything. Your contacts, tasks, events and Sheet stay exactly where they are.

Share with your team through normal Google Drive sharing. No seats to manage.

Claude and ChatGPT already have their own Gmail connectors. Tickler gives them the CRM.

Safe to hand to an AI

Every change is logged

Your AI's edits show up in a log with one-click undo.

Big changes show a preview first

Nothing moves 43 deals without asking you.

Only the permissions it needs

A Google-verified app. Contacts, Tasks, Calendar and one Sheet. Never your email.

This will move 43 deals from Qualified to Nurture.

Every deal with no activity in 60 days. You can undo it afterwards.

Claude moved Acme Coffee Roasters to Proposal sent
Today, 09:41
Claude added task "Follow up with Acme on the proposal"
Today, 09:41
ChatGPT added field "Budget" to Deals
Yesterday, 17:02

An AI CRM that works with the AI you already use

Claude logoClaudeChatGPT logoChatGPTGemini logoGeminiCursor logoCursorModel Context Protocol logoAny MCP client

No AI credits. Use the plan you already pay for.

And a web app for when you'd rather click, with board and list views.

CRM for consultants, freelancers and small teams

CRM for consultants

Clients and proposals.

Which proposals are still waiting on a reply?

CRM for freelancers and solopreneurs

One-person client lists.

Remind me to invoice Marta when the logo is approved.

Small agencies and studios

Leads across the team.

Show me Dani's leads with nothing scheduled.

Recruiters

Candidates through stages.

Move everyone who interviewed this week to Offer.

Nonprofits and churches

Donors and volunteers.

Who gave last year but not yet this year?

How it compares

Sheets templateStreakTickler
Where your data livesYour Google DriveStreak's serversYour Google account
Use from Claude or ChatGPTRaw cell edits onlyNo (own AI, with credits)Yes, built for it
Change fields and pipelinesBy handIn settingsBy asking your AI
Follow-up remindersNonePer recordGoogle Tasks + rules
PriceFreeFrom $49/user/moFree during the beta

Streak pricing as listed on the Google Workspace Marketplace, October 2026.

Free during the beta. Founding members lock in their price for life.

$ priceper month, for life, for founding members

Tell us what you'd pay when you join. That answer decides the number.

Questions

Do I need Claude or ChatGPT?

No. The web app works without one. Your AI is the fast way to change things.

Does it work with Gmail?

Yes, through your AI's own Gmail connection. Tickler itself never needs access to your email.

Does my data train an AI?

Tickler runs no AI of its own, so it never sees a prompt or trains on anything. Your AI provider's own policy applies to what you type there.

Does it work with personal Gmail as well as Google Workspace accounts?

Yes. Sign in with either. Workspace accounts may need an admin to approve the app once.

What happens if I cancel?

Everything stays in your Google account: contacts, tasks, events and the Sheet.

Can my team use it?

Yes. Share the CRM Sheet the way you share any Drive file, and each person connects their own AI.

Why “Tickler”?

A tickler file is the old paper system for follow-ups: a set of folders, one per day, and you drop a note into the day you need to see it again. Each morning you open today’s folder. Tickler does the same for your clients, except the folders are Google Tasks and your AI does the filing.

Is there a Mac or iPhone app?

Later. The web app comes first so the whole team can open it on any device.

Run your client list from the AI you already use.

Free during the beta. Two short questions after this, no card.