Everything people ask before they open youdou — what local first means, what it costs, where the data lives, and how it fits agents, brokerages and lenders. No hedging.
This page collects every question from across the youdou site in one place. youdou — Work For You. is a local-first desktop app for Mac and Windows that keeps your book of business — accounts, pipeline, inbox, sequences, deal rooms, events, automations and AI — in one database file on your own disk. If your question is not here, email workforyou@youdou-workforyou.com and a person replies.
youdou — Work For You. is a desktop application for macOS and Windows that runs your whole working day — pipeline, inbox, sequences, deal rooms, events, automations and AI — from one window, with every record stored in a database file on your own computer instead of a vendor’s cloud.
More on this →The app runs on your machine and the only copy of your records is the SQLite file on your disk. No youdou server holds your book of business. The only things that touch our servers are pages you publish on purpose, such as a Zone or an event page, and each is scoped to that one thing.
More on this →Yes. The free tier is the full app, forever — pipeline, inbox, briefs, dashboard, custom entities, packs and one live zone, with your own AI key. Paid tiers (Inbox $2.99/mo, Individual $15.99/mo, Business $29.99/mo) add hosting, sharing with teammates and managed AI routing. Cancelling never takes the app or your file away.
More on this →macOS 11 or later (universal build for Apple silicon and Intel, notarized by Apple) and Windows 10/11 64-bit (signed installer). It works offline.
More on this →Yes. Connect Gmail, Microsoft 365/Outlook or IMAP and mail is threaded and filed to the right person, company and deal on your machine. Every send goes through your own mailbox; youdou is never in the delivery path.
More on this →Individuals and small teams who run a book of business: enterprise sellers, real estate agents, real estate teams and brokerages, mortgage lenders and loan officers, financial advisors, consultants and contractors — and any field where client records should never sit in someone else’s cloud, such as healthcare, legal and finance.
More on this →Yes. The Real Estate pack adds listings and properties, buyer profiles matched to homes, a private Home Zone for every buyer, Vibe Check showing-day feedback, weekly mortgage rates with APR, county market data and postcards. Teams and brokerages run it on the Business tier with shared accounts and a team dashboard.
More on this →No. Download, open, and your database exists on your disk. Mail, calendar and AI connections are optional and added when you like.
More on this →Open the .dmg and drag youdou to Applications. The first launch takes a moment while your database is created.
More on this →The Mac build is notarized by Apple and the Windows installer is signed, so your operating system verifies that what you run is what we shipped.
More on this →A person opens the app on records shaped like yours: your record types, a threaded Gmail or Outlook inbox with the follow-up drafted, a zone published and what comes back when it is read, the ledger of every outbound call, and the real estate pack if that is your world. No slides.
More on this →About thirty minutes, plus your questions. Then you get the download link and the file is yours from the moment the app opens.
More on this →No. The app is free to download for Mac and Windows with no account and no trial clock.
More on this →A person replies, usually the same day, to set up the walkthrough. Nothing else happens with it — no drip sequence.
More on this →In a single SQLite database file in your user folder on your own computer. Copy it, back it up, put it on a second machine, open it with any SQLite tool, or walk away with it.
More on this →No. There is no youdou database of your customers to breach, subpoena, mine or throttle. The only things that reach our servers are pages you publish on purpose — a zone or an event page — and each carries only the snapshot you chose.
More on this →Nothing. A paid tier that ends takes hosting and sharing with it and nothing else. Your file keeps opening the next morning exactly as it did; the free tier is the whole app, not a trial.
More on this →Yes. Every page reads a local file, so the app is fully usable on a plane, in a dead zone or on hotel wifi. Mail sync, AI calls and published pages resume when you are connected.
More on this →Healthcare, legal, financial advisory, accounting, mortgage and lending, consulting and real estate — anywhere client data should not leave the building. No server means no business-associate agreement, data-processing addendum or residency question to negotiate.
More on this →Only what you set up: your own mailbox traffic to your provider, AI requests on the route you chose, zones and shares you explicitly publish, and a licence check carrying your install id. The app logs every outbound request in Settings → Where your data goes.
More on this →No. Your records live in a SQLite file in your own user folder. We do not have a copy and cannot retrieve one — which also means we cannot restore it for you if you delete the file.
More on this →A licence check with your install id (and a one-way hash of your email if you verified one), the snapshot content of zones and shares you explicitly publish, and a subscription identifier from PayPal when you buy a plan. No record content, ever.
More on this →No. Mail traffic runs between your machine and your mail provider using credentials stored encrypted on your machine. youdou is never in the delivery path.
More on this →Only the text of the record you asked about, on the route you chose: your Mac, your own endpoint, or a vendor cloud with your key. With a youdou-managed key the request passes through our proxy and the content is not retained.
More on this →API keys and mail credentials are encrypted field by field with AES-256-GCM. The key lives in a local keyfile readable only by your OS user account. With App Lock on, the key is derived from your passphrase with scrypt and the app refuses to serve data until unlocked.
More on this →Records live in an open SQLite file protected by your operating system’s user account and disk encryption; secrets inside it are encrypted at the field level. There is no proprietary container and no hidden sync.
More on this →Only what you opt into: the snapshot content of zones you publish, sealed sharing payloads between installs, and a licence check carrying your install id. Mail goes directly between your machine and your mail provider; AI requests go to the provider you configured.
More on this →Yes. The Mac build is notarized by Apple and the Windows build is signed. External links open in your browser, never inside the app shell.
More on this →Unguessable token links, passwords enforced at the transport layer, deny-by-default datastore rules with per-record access and no public listing, and writes gated through an authenticated function.
More on this →youdou keeps your data on your machine; it does not certify you for anything. What changes is narrower and real: when records never reach a server we run, there is nothing on our side to breach, subpoena or disclose. That is an architecture, not a certification.
More on this →Companies, contacts, leads and deals ship ready. Anything else — properties and escrows, policies and renewals, patients and referrals, quotes — you model as your own entity, first-class on every page, card and pipeline, or install a pack that brings a whole field’s records at once.
More on this →Yes: a kanban by stage, value and probability, a weighted forecast, a Next moves list drawn from your own data, and saved views (filter, sort, group, columns) on every grid.
More on this →Yes. Accounts, contacts and opportunities import from Salesforce or HubSpot exports, and any spreadsheet can be imported into any record type.
More on this →Reports know your fields: pick a record type, its fields and the fields of what it points at, a date window, and get a table — or ask the built-in chat for it in plain language.
More on this →Merge by the key that matters — an address, a phone number, an email — with a preview of what folds into what before you confirm.
More on this →Yes. Mapper shows every record with a location by state, territory or city on a drawn map that fetches nothing, or on a live Apple Maps view when you switch that on.
More on this →Yes, in the sense that matters: there is no youdou server holding any of it, so patient or client data stays on the machine it was entered on. It does not make you compliant with anything by itself — your obligations stay yours.
More on this →Yes. Borrowers, loans, properties and rate locks as first-class records, a staged pipeline from application to funded, weekly rates with APR, refinance reads for past clients, and identity and income documents that never leave your disk.
More on this →Yes. Agents each keep their own file on their own machine; the Business tier shares accounts across installs with a team dashboard and unlimited zones, and the Real Estate pack is bought as a bundle of seats. See the real estate page for Home Zones, Vibe Check, matches and rates.
More on this →Yes. Define your own record types — patients and referrals, matters and deadlines, households and accounts, properties and tenants — each with its own pages, cards and pipeline.
More on this →The Real Estate pack ships today (listings, properties, buyers, sellers, escrows, Home Zones). Custom record types cover commercial property, insurance, lending, consulting and more.
More on this →One thread per subject, sent and received turns in colour, quoted noise suppressed, with attachments, participants and meeting links collected on the thread.
More on this →Yes. Every email is filed to the account and person it belongs to, so a contact’s whole history is one click away inside their record.
More on this →Gmail, Microsoft 365/Outlook and IMAP. Connect once and mail is organised on the spot — no migration, no import wizard. When a server refuses, the app shows you what the server said.
More on this →Yes. Reply in place to exactly the people on the last message with your signature intact, or use quick reply from the record without opening a composer.
More on this →On a Mac, the Messages conversation with a contact sits on their page and can be logged to notes.
More on this →Yes. Build a list from any grid, enroll it in a multi-step sequence with send windows, review every queued message, and let reply detection pull people out automatically.
More on this →Yes, on your own domain, and the engagement drives the follow-up — the buyer who opened three times today floats to the top of the morning brief.
More on this →Yes. Sends go through your Gmail or Microsoft 365 mailbox, including send-as aliases with the SMTP path each alias needs. Or write .eml files to send from your desktop mail app.
More on this →Yes. A one-click unsubscribe footer rides every sequence send and merge tags stay intact.
More on this →Yes. Paste the signature you already use and the logo, links and layout arrive intact.
More on this →A private page published from a record — the plan, pricing, documents, people and one place to ask — that a buyer, customer or partner opens in one click. It is the youdou take on a digital sales room or client portal.
More on this →Prospect rooms (mutual action plan, pricing, case studies, scheduler, Q&A), customer rooms, partner rooms for a co-sell, and Home Zones for real estate buyers.
More on this →Per person: who opened their invite, who came in, how long they stayed, which documents and sections they read — a funnel per stakeholder. Plus live presence, a daily digest on active days, and questions filed to the record.
More on this →Yes. A bare unguessable link for most readers, or a password, or email plus verification for those who need it. Set an end date and the zone closes itself; unpublish and the content comes down while the link is kept.
More on this →No. The zone is a snapshot of exactly the content you chose. Your database stays on your disk and the page never has a live tunnel into it.
More on this →The free tier includes one live zone, Individual carries ten, and Business as many as you need.
More on this →New records from any source, deal stage changes and closes, zone activity (first view, question, form, quote request), email engagement (click, three-plus opens, reply, bounce, unsubscribe), sequence and event outcomes, imports, and timers such as no touch in N days or an overdue task.
More on this →Work the record (mark hot, set a field, note, list, opportunity, stage), reach out (enroll in a sequence, send a template, pause a sequence), hand off (task, notify, re-send a zone invite, add to an event), enrich and analyse (enrichment, website audit, AI question kept as a note), an AI-drafted follow-up left in drafts, and a webhook POST to any URL.
More on this →Only if you let that rule run without approval. Rules can be queued for your say-so, AI drafts always wait in your drafts, and every send goes through your normal send path with tracking and your unsubscribe footer intact.
More on this →No. A new rule never fires retroactively on your history, and your own team’s activity never triggers anything.
More on this →Yes. Every rule has a dry run that shows what it would have done, and an honest log of what it did.
More on this →Header image, accent colour, theme, the details, an embedded map with an Apple Maps hand-off, hosts and co-hosts, spots left, and a one-name-one-email registration form — at a URL that names your event.
More on this →Yes. When the event fills, visitors join a waiting list; promote someone to registered with one click when a seat opens.
More on this →An invitation sequence with the registration link, confirmation on signup, reminders the day before and the day of, and thank-you or sorry-we-missed-you sequences after, each waiting in your queue.
More on this →Yes. A phone check-in page marks attended and no-show, and both are automation triggers.
More on this →Yes. Link co-hosts; they appear on the page and hear the moment someone registers, unregisters or moves off the waiting list.
More on this →Four things, always: your product profile (the only permitted source of claims), your standing guidance on tone and rules, the live thread with that exact recipient, and the record — role, notes, intake answers, open tasks.
More on this →Your own key for Claude, GPT or Gemini, a private endpoint you run, or a local Ollama model with no network. The ledger shows which route each request took.
More on this →No. Drafts wait in the composer or your drafts folder. Nothing sends without you.
More on this →Yes. Standing guidance sets tone and rules once and is followed everywhere, and every composer offers three variants — shorter and direct, warmer, value-led — to edit before sending.
More on this →Yes. The chat reads the page you are on, the thread and the notes, and the ask-anything dashboard charts natural-language questions over your own local data.
More on this →Only the context for that one request, to the provider you configured. With a local model nothing leaves your machine at all.
More on this →Select anything on the web and the clipper files it as a company with contacts matched and source stamped; import a sheet; or ask the built-in prompt to find new people at a target account.
More on this →Firmographics, titles and verified emails from Apollo, staged so the free pass runs first and a paid lookup only spends where it adds something — never on free-mail domains.
More on this →Google’s own performance, accessibility and SEO scores on a prospect’s website, dropped straight into your opener so you lead with their numbers instead of a pitch.
More on this →Define your ideal customer once and every account is scored against it from the data already in your file, so best-fit deals get your best hours.
More on this →Gmail (Gmail API), Microsoft 365 and Outlook (Microsoft Graph) and IMAP/SMTP. You send from your own mailbox and aliases with no relay; sync brings in only mail tied to accounts already in your file.
More on this →Yes. Events publish to your real Google Calendar with attendees on them; Google sends the invites and youdou tracks who registered, attended or no-showed.
More on this →Your own key for Claude, GPT or Gemini; a private endpoint; or a local Ollama model with no network. The free tier never routes AI through youdou.
More on this →Yes. Accounts, contacts and opportunities import from Salesforce or HubSpot exports, mapped to your record types, with duplicates merged by the key you choose.
More on this →One-click enrichment of companies and contacts — firmographics, titles, verified emails — staged so a free pass runs first and Apollo only spends where it adds something, never on free-mail domains.
More on this →Automations can POST any event to a URL you run, and the app exposes a local API on your machine.
More on this →A private page for one buyer (or a couple, or everyone on one search) with the agent’s listings, the homes that fit their search scored and explained, what each would cost per month at their own rate and down payment, the homes they toured with ratings, where they are in the process, and one place to ask questions.
More on this →A phone page for a showing day. Each person on the tour rates each home on the agent’s questions — could you live here, price to value, condition, thoughts — and the day’s read appears on the agent’s screen and the buyer’s Home Zone the moment they tap. The listing agent receives a summary email.
More on this →Yes. On the Business tier a team shares accounts across installs with a team dashboard and unlimited live zones, while each agent’s file stays on their own machine. The Real Estate pack is bought as a bundle of seats for the team. Rooms can be saved as templates so every agent stands up the same buyer page or listing room in a minute, and a Vibe Check can be hosted for another agent’s buyers with her card on the page.
More on this →Yes. Borrowers, loans, properties and rate locks are first-class records with a staged pipeline from application to funded; identity and income documents stay on your disk. Weekly 30- and 15-year fixed and ARM rates with APR feed payment estimates, refinance reads for past clients queue for your review, and a partner room gives you and the referring agent one shared workspace for a deal.
More on this →Yes. There is no youdou server holding buyers, sellers, borrowers or documents; each machine keeps its own SQLite file, credentials are encrypted at rest, and only the pages you publish on purpose — a Home Zone, an open-house page — are hosted, each carrying only the snapshot you chose.
More on this →A question asked on a Home Zone is texted to you with a link. Reply to the text and the answer is published back to the buyer’s page.
More on this →The pack reads listings and properties you enter, import or point it at on a listings site, and market data from county records (what sold, what is listed, neighbourhood figures with margins shown). It is a per-seat pack on the app; lapsed entitlement makes the pack read-only and never deletes data.
More on this →Yes. Create an event record — an open house, a market breakfast, a first-time-buyer seminar — press publish, and youdou builds the registration page with a map and hosts, runs the invites, confirmations and reminders, and files every registration back as a lead.
More on this →youdou — Work For You., LLC, a small team of people who carry a number. Every feature earns its place by answering a real question from a real workday.
More on this →Because cloud tools ask you to hand over the most valuable file your business has — your book — and rent it back. Local means the data is yours, the app is fast, and there is no server to breach.
More on this →Email workforyou@youdou-workforyou.com. A person replies — no bots, no drip sequence. Questions, walkthroughs, partnerships and press all go to the same address.
More on this →A pack teaches the app the vocabulary of a field — its record types, pages and cards. Real estate ships today; packs are downloaded, signed and verified before they are used.
More on this →Write to a person. No bots, no drip sequence.