Solo Expert TrackerJoin / Enquire
Solo Expert Tracker

The one system for everything a solo expert needs to track

Clients, appointments, fees, invoices, receipts and a Knowledge Base — one loop instead of a siloed system of a Google Doc, a name-card box and a spreadsheet.

Capture it on the spot, not from faded memory.

Session 5 of 10? A lead’s property type and budget? Log it while it’s fresh.

Built for the solo operator

No team, no admin screens, no back office to set up — and no one else to catch what gets dropped. Used today by, among others —

Property agentsInsurance agentsCoachesConsultantsTherapistsTCM physiciansSalespeople…and anyone who sees the fit

Three things, one system

Track

Scan, dictate, tap, check.

Capture it once, at the source. A receipt gets scanned the moment it's in hand; a client, requirement, appointment, reminder or task gets logged the moment it happens. An important document or link gets saved in the Knowledge Base. Nothing gets re-typed, re-found, or re-explained from memory three months later.

Manage

Revenue and spending side by side. Client profile and follow-up.

Two sides, one place. Client and Lead Management is the revenue side: who's coming in, who's converting, who's worth a follow-up call today. Expense tracking is the expenditure side: what you paid, to which supplier or vendor, and when — captured once and already dated, ready for your account books and tax filing.

Expand

Less time searching. More time growing. Insights show what works — do more.

The rut becomes the loop here. Once you're organised and have clarity, you find what's actually working, fast. The system doesn't just hand your own information back to you — it hands you clarity on where to focus, and the insight you need to expand.

Your day, in one place

One or two taps

Appointments and knowledge base. Client profile and requirements. Projects and tasks. Calendar and reminders. Goals and habits.

A "+" button you shape

Your rules: pick up to ten shortcuts, in your order.

Say it, save it

Said it out loud? Save it as a voice note before you forget.

Phone, tablet, computer

Phone on the road. Computer at your desk. Same app.

Built for the tools solo operators actually run on

Client Tracker

Everything about a client in one place: contact details, appointments, session packages and consultation notes. Pick up where you left off — no rebuilding from memory.

Leads Tracker

Four stages — Hot, Warm, Lukewarm, Cold — so no lead goes quiet unnoticed in a spreadsheet column. Capture the profile on the spot — for property: new launch or resale, budget and timeline.

Project Tracker

Four stages — Plan, Do, Check, Closing — the same cycle a Gantt chart runs on, without needing a Gantt chart to read it.

Accounts

Scan expenditure receipts. Issue invoices and receipts. Revenue and spending side by side, exportable as CSV.

Insights

See which sources and clients bring in the revenue, who comes back, and who has stayed longest — so you know where to focus.

Knowledge Base

Links to your Docs, Sheets and Drive files, kept in one tidy place inside the app.

Habit Tracker

Set your goals: physical, mental, spiritual, whatever it is. Create activities for them and a place on your schedule — keep them aligned with who you are and what you offer.

It runs on Google, not around it

  • Integrated into the Google ecosystem and linked synergistically, for even greater productivity — no more siloed systems. Gemini, Calendar, Drive, Docs, Tasks, Sheets, Maps and News are one or two taps away.
  • Sign in with the Google account you already use.
  • Book the appointment once and it shows up in your Google Calendar, with an option to send your client a reminder by WhatsApp, SMS or email.
  • Everything backs up to your own Google Drive — not a server anyone else runs.
  • Knowledge Base links can point straight at a Doc or a file already in your Drive, so there’s no second bookmarks list to keep in sync.

On security, plainly: unlike cloud-based business apps, which keep your records on their servers, ours never see them. Your records live on your phone and in your own Drive, nowhere else. One tap erases everything on your phone — it is your data. Authentication runs through the same Google login behind your Gmail — using this app carries the same exposure as reading your own email on your own phone.

The logo tells a story of great significance

The rut is what happens operating without vision or clarity about what’s around you and how things connect — swayed by other people’s opinions, no ground under your feet. That rut only becomes the infinity sign of non-stop progress once your work runs inside a system with everything that you need: one that puts you back on your own ground, and lights the way with the insight that was already sitting inside your own work, unread. Track, Manage, Expand is that system — the synergistic loop, doing its actual job.

Put plainly: Start, in more ways than one — a new System, a new direction, a new approach. Then Serve in the Best Way that you can. And constantly Seek Customer Satisfaction. The S in the logo marks the Start, and with the right System behind it, it loops Synergistically into higher states — breaking through siloed systems and barriers that are mostly self-imposed. We wish you the golden globe of Success!

Website purchases are sold by Solo Tracker and paid through Stripe. Purchases made through Google Play are processed by Google.

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