youdou shapes to your work and keeps every record on your machine. That makes it a fit for anyone with a book of business — and the natural home for the work that should never sit in someone else’s cloud. Model your own record types, work a pipeline, get an honest brief every morning, and keep it all in one file on your disk.
youdou fits anyone with a book of business — enterprise sellers, real estate agents, teams and brokerages, mortgage lenders and loan officers, financial advisors, accountants, consultants, contractors — and is the natural home for fields where client data should never sit in someone else’s cloud: healthcare, legal, financial advisory, accounting and tax, mortgage and lending, and boutique consulting. Model your own record types or install a pack, work a pipeline, get an honest brief every morning, and keep it all in one file on your disk.
Private practices and independent consultants. Patients, referrals, encounters as first-class records. There is no youdou server holding any of it, so patient data stays on the machine it was entered on.
Solo and small firms. Matters, clients, opposing parties, deadlines. Client files live on your disk, not in a vendor’s datastore.
Advisors, wealth managers, planners. Households, accounts, review cadence. Client financials stay on your computer instead of syncing to someone else’s cloud.
Clients, engagements, returns, filing deadlines — a sharply seasonal pipeline, and financial records that never leave your machine.
Borrowers, loans, properties, rate locks. Identity and income documents stay on your disk, moving through a staged pipeline from application to funded.
Clients, engagements, proposals, SOWs. NDAs everywhere make “the data stays on your disk” a feature, not a footnote.
Not “companies” and “deals” pressed into standing in for them. Define your own record types with their own pages, cards and pipeline — or install a pack that already speaks the language.
Jobs, bids, clients, subs. Drop a photo or an estimate on the app, tag the job, and it is filed — on a site with no signal, wherever the work is.
Homeowners, proposals, installs. Closers working driveways and kitchen tables, offline, with their own numbers.
Accounts, the lines you carry, quotes, territories. Built for a rep juggling several principals, not one corporate system.
Clients, events, bookings, vendors. Planners and venues running many moving dates at once. Events →
Accounts, opportunities, quota and commission that compute as the year moves — for the individual rep, on their own machine.
Clients, projects, retainers, pitches. Your whole book in one fast, private place.
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.
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.
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.
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.
The Real Estate pack ships today (listings, properties, buyers, sellers, escrows, Home Zones). Custom record types cover commercial property, insurance, lending, consulting and more.
Built for the individual running a book, with a Business tier for a team, brokerage or firm that shares accounts across installs.
If you keep a list of people and move work forward with them, youdou shapes to it. The names above are illustrations, not limits.