A purpose-built CRM for professional genealogists. Move clients through a clear status pipeline — Prospect, Active, Completed, or Inactive — and track projects, scope, and communication history, all in one place.
Margaret Johnson • Since Jan 2025
Stop juggling spreadsheets and email threads. AncestorOS keeps every client detail organized and accessible.
Store contact information, status (Prospect, Active, Completed, or Inactive), tags for organizing by specialty or referral source, and a Next Action field so you always know exactly what needs to happen with each client. Filter your list by status and sort by name, date added, or last updated.
Each client can have multiple projects, each with its own status, progress bar, due date, and research objectives. Know exactly what stage every engagement is at, at a glance.
Track exactly what you are trying to prove for each client — specific questions, hypotheses, and goals — so every research session stays focused and billable.
Your professional dashboard shows at a glance: active client count, hours logged this month, revenue this month, and outstanding invoice total. Every invoice, logged hour, and note is automatically attached to the client record — your full history is always one tap away.
Enter your client's name, contact details, and any background notes. Import from a CSV or add manually — takes about 60 seconds.
Create a project for the engagement, define the research objectives, set a scope and deliverable expectations, and attach any reference documents.
As you log time, send invoices, and capture research notes, everything flows back to the client record. Your CRM stays current without extra data entry.
Join genealogists using AncestorOS to manage clients, track time, and get paid — all in one place.