macOS iPadOS

Private operating system
for your business

Everything you need to run, automate, and grow your business connected in one private, encrypted workspace.

Join Waiting List Our Approach
PRICING

One flat price forever.
No growth tax as your business expands.

Note on development: Merge is currently in active development. While our goal is to deliver every capability as described, features, architecture, and roadmap items may evolve as we build toward the release.
Merge App Icon

Merge with AI

Private. Flat priced.

We can't see your
business data.

Merge doesn't store your business database on our servers. Your contacts, notes, projects and invoices stay on your device or the infrastructure you control.

Your AI. Your models.
Your rules.

Merge doesn't lock you into one AI provider. Use your own API keys, local models, or MCP tools. Create distinct AI Personalities with dedicated skills and context.

One subscription. Everything included.

Merge includes unlimited contacts, unlimited projects, and every module under one predictable subscription. Your business can grow without your software costs growing with it.

Native macOS & iPadOS.
No need for a browser.

Swift-built native performance, zero browser bloat, instant offline responsiveness, and seamless sync via private iCloud or Supabase. Automated local backups with instant one-click restore.

Problems Merge Solves

If your CRM is breached tomorrow, could your business recover?

Software that charges you more, the more you succeed

Too many tools, too much scattered data

A cloud outage shouldn't stop your business

Do you know where your customers' data is stored?

CRMs make you build your own lead capture

CRMs separate your emails from your actual client context

An ecosystem, not a set of separate tools to tie together

On shared platforms, other people’s vulnerabilities become yours

Government surveillance rules keep expanding

Breaches in the age of AI won’t stop at dumping a database. Autonomous agents can methodically analyze every contact, conversation, and billing record in a shared cloud CRM, learning your exact tone to impersonate your business and issue fake invoices. If a client falls for one, they will never trust your business again, and how could they? When a platform is compromised, you can’t panic-transfer your way out of it. It has never been more critical to consider local. Merge operates no central server holding your customer records (we only track basic app usage). You can stay 100% offline on your Mac (automatic backups included), or optionally sync via your own iCloud (with user-enabled Advanced Data Protection) or private Supabase project. Transitioning is always easier before an incident occurs. Try Merge free for 60 days (no credit card required, just download and activate) and explore at your own pace.

Many CRMs start free, then raise prices as your team and usage grow. Merge doesn't. One license activates on up to 2 computers at a time; if a third tries to activate, one of the first two must be cleared by you or us. iPads sync freely through the same iCloud or Supabase account, with no extra device limit there. The iPad app is a lightweight companion, not the full app with AI experience you get on Mac.

CRM here, notes there, invoicing somewhere else, a separate tool just to capture leads from your website. Merge consolidates all of it into one app, one flat price. Write a note on your iPad, send it to your Mac with a single tap, and it deletes itself from the iPad afterward, no more notes all over the place.

Offline-first means a SaaS platform going down somewhere else doesn't stop you from working, invoicing, or reaching your clients.

Most SaaS tools give you no real answer beyond 'the cloud.' Merge stores everything on your device, your own iCloud (with Advanced Data Protection enabled for full end-to-end encryption, optional and must be turned on yourself), or your own encrypted Supabase instance. You always know exactly where it is.

Most CRMs technically support webforms, but in practice that means a raw API and a developer to wire it up, or a third-party form tool that then needs its own integration back into the CRM. Merge's setup wizard creates the Supabase tables and Edge Function for you, then hands you an embeddable form. No custom API work, ever.

Download threaded conversations directly into a contact's profile, or compose emails in Merge and send them via your local email client with history automatically logged. Need to get up to speed before a call? Ask the internal AI chat to summarize past discussions and action items in seconds. When paired with a local LLM, all email intelligence happens entirely on-device, removing the need for a third-party service to read your inbox.

CRM, notes, invoices, workflows, and AI aren't separate products bolted together, they're modules built to work with each other natively. No more gluing five different tools into one fragile stack.

You can use strong passwords and two-factor authentication, but in a multi-tenant SaaS CRM, your records sit in the same database cluster as tens of thousands of other companies. A single vulnerability exploited in another account or within the host application layer puts everyone at risk. Merge provides true architectural isolation. Your data never shares a database with strangers, so another company’s breach never becomes your problem.

The EU's Chat Control legislation is already partially in effect, with more scanning powers under negotiation. Keep your notes fully private, or decide exactly what AI is allowed to see.

Why Merge?

Not another CRM, but a system built on modules that work together.

Most business software gives you another place to put your data. You end up renting access to 5–7 disconnected SaaS products: CRM here, notes there, invoicing somewhere else, and a fragile integration tool to glue them together.

Merge connects contacts, emailing, projects, invoices, notes, calendar, time logs, webforms, research, automation and AI into one private workspace, built as a modular system where everything is designed to work together.

Instead of scattering your business across multiple services, Merge brings those capabilities into a single connected system. Your data stays connected, your workflows stay connected, and you need fewer separate tools, reducing both complexity and cost.

Dashboard offers a valuable overview on your data such as number of outstanding invoices and total amount. Upcoming expenses, logged billable hours, number of contacts added and clients to lead/prospects conversion.

Contacts

Contacts

Manage leads, clients, and companies with message history, custom tags, linked notes, and project records.

Projects & Tasks

Projects & Tasks

Brief to delivery to billing. Time tracking, milestones, and status updates linked to contacts.

Notes & OCR Engine

Notes & OCR Engine

Plain Markdown notes, OCR document scanner, and AI exports to HTML presentations, audio, and PPTX.

Workflows & Automation

Workflows & Automation

Multi-step triggers, actions, scripts, webhooks, local Mac housekeeping, and Telegram & WhatsApp bots.

Webforms & Lead Capture

Webforms & Lead Capture

Auto-generated HTML embed forms posting directly into your own Supabase database without third parties.

Calendar

Calendar

Internal scheduling tied to contacts and projects. Syncs with macOS system calendars and external calendar sources.

Invoices & Billing

Invoices & Billing

Billing linked directly to projects and time logs. Time tracked flows into invoices automatically.

Time Logs & Expenses

Time Logs & Expenses

Log time against a project or person. Track one-time costs and recurring subscriptions so nothing surprises you.

Support Tickets & Reports

Support Tickets & Reports

Track client issues and requests with full relationship context, plus private performance reporting.Not yet implemented — currently being looked into.

The 4 Core Pillars

Everything your business needs.
Organized into four pillars.

Pillar 1

Run Your Business

The core day-to-day tools you need to operate smoothly without tab-switching.

  • Contacts: Leads, prospects, clients, and companies. One-click WhatsApp messaging, full message history, linked notes and projects, and unlimited contacts.
  • Projects & Tasks: Brief to delivery to billing, linked directly to contacts.
  • Invoices & Billing: Time tracked flows straight into professional invoices.
  • Time Logs & Expenses: Log billable hours against projects; track subscriptions.
  • Notes & Media: Plain Markdown notes, OCR document scanner, and exporters for HTML, PPTX, and audio.
  • Calendar: To-dos, reminders, meetings, and external macOS events. Link entries to contacts—contact-linked to-dos automatically appear in project overviews.
Pillar 2

Automate Your Business

Turn complex manual steps into background workflows that execute autonomously.

  • Multi-Step Workflows: Triggers, conditions, actions, and data transformations.
  • Reusable Scripts: Write automation logic once; call it across workflows.
  • Bidirectional Webhooks: Push and pull data from any third-party API or service.
  • Email Sequences: Send automated sequences silently in the background through your local Microsoft Outlook client, without interrupting your work.
  • Messaging Bots: Automated WhatsApp follow-ups and Telegram remote triggers.
  • Local Housekeeping: Clean your desktop, organize downloads, and schedule backups. Just describe the script you need, and AI will write it for you (via API or MCP).
Pillar 3

Add Your AI

AI built directly into the operating system — using your own models and keys.

  • AI Chat That Acts: Creates records, schedules tasks, queries your knowledge base.
  • AI Personalities: Custom agents with Memories, Skills & Character.
  • Bring Your Own AI: Cloud API keys (Claude, OpenAI) or 100% local on-device models.
  • MCP Server: One-click integration for Claude Desktop, Claude Code, and Antigravity.
  • Autonomous Research: Search via Perplexity, Tavily, or Brave Search on schedule (with more providers planned).
  • AI Agents: Create a specialized AI agent to work independently or as part of a team.
Pillar 4

Control Your Data

Local-first privacy architecture. By default, your data stays local, and any cloud syncing is completely optional. We only store basic licensing info. There is no centralized database for hackers to breach.

  • Zero-Knowledge Encryption: Data stays on your device encrypted behind your master password. We have no backdoors and absolutely zero access to your encryption key. If you lose your password, we cannot recover it.
  • Encrypted iCloud Sync: Multi-device sync with Apple Advanced Data Protection (must be manually enabled).
  • Supabase: Your own Postgres database and Edge Functions under your control.
  • Private Webforms: Form submissions land straight in your Supabase database, never with third-party CRMs.
  • Telegram Remote: Manage your business and fetch files (up to 50MB) on the go (pre-approved folders).
  • Zero Data Lock-in: Easy, unencrypted exports whenever you want your data out.

Data Sovereignty & GDPR

European standard. Cloud AI vs. Local AI. European standard.
Cloud AI vs. Local AI.

Running locally installed LLMs on your computer completely eliminates the legal risks of
cross-border transfers, third-party data processing, and compliance liability under GDPR. Running locally installed LLMs on your computer completely eliminates the legal risks of cross-border transfers, third-party data processing, and compliance liability under GDPR.

Cloud AI & Traditional SaaS

Third-party processing, remote servers,
and ongoing compliance overhead.

Merge + Locally Installed AI

100% on-device execution. Your hardware,
your rules, zero data leakage.

Cross-Border Transfers
✕ Foreign Server Transit

Data is processed overseas on foreign cloud servers, triggering GDPR Chapter V, Schrems II requirements, and US CLOUD Act exposure.

✓ Zero Cross-Border Transfers

Data never leaves your machine. Processing runs locally on your computer's hardware, rendering international transfer regulations completely moot.

Third-Party Data Processors
✕ Third-Party Sub-Processors

Every cloud AI vendor acts as a Data Processor under Article 28 GDPR, requiring signed DPAs, technical audits, and vendor tracking.

✓ Sole Data Controller

There is no third-party processor. You remain the sole Data Controller and custodian with zero external vendor agreements to manage.

Prompt Caching & Retention
✕ Remote Logging & Caching

Prompts and business context are typically retained on cloud servers for 30+ days for abuse monitoring, risking confidential data exposure.

✓ Zero Remote Storage

Execution happens directly in your local system RAM and GPU. There are no remote logs, no prompt caches, and zero risk of model retraining.

Professional Confidentiality
✕ High Confidentiality Risk

Pasting client contracts, tax numbers, or strategy into cloud tools can breach client NDAs and statutory secrecy laws (e.g. German § 203 StGB).

✓ 100% Secrecy Compliant

Strictly preserves statutory confidentiality and client NDAs for creative studios, consultants, accountants, and legal practitioners.

Right to Erasure (Article 17)
✕ Unverifiable Cloud Deletion

Proving that confidential client information was expunged from remote caches, server logs, and vendor backups is virtually impossible.

✓ Permanent Local Erasure

True disk deletion. When you delete a client note, project, or contact in Merge, it is permanently erased from your local drive.

Cross-Border Transfers
Cloud AI
✕ Foreign Server Transit

Data is processed overseas on foreign cloud servers, triggering GDPR Chapter V, Schrems II requirements, and US CLOUD Act exposure.

Merge Local AI
✓ Zero Cross-Border Transfers

Data never leaves your machine. Processing runs locally on your computer's hardware, rendering international transfer regulations completely moot.

Third-Party Data Processors
Cloud AI
✕ Third-Party Sub-Processors

Every cloud AI vendor acts as a Data Processor under Article 28 GDPR, requiring signed DPAs, technical audits, and vendor tracking.

Merge Local AI
✓ Sole Data Controller

There is no third-party processor. You remain the sole Data Controller and custodian with zero external vendor agreements to manage.

Prompt Caching & Retention
Cloud AI
✕ Remote Logging & Caching

Prompts and business context are typically retained on cloud servers for 30+ days for abuse monitoring, risking confidential data exposure.

Merge Local AI
✓ Zero Remote Storage

Execution happens directly in your local system RAM and GPU. There are no remote logs, no prompt caches, and zero risk of model retraining.

Professional Confidentiality
Cloud AI
✕ High Confidentiality Risk

Pasting client contracts, tax numbers, or strategy into cloud tools can breach client NDAs and statutory secrecy laws (e.g. German § 203 StGB).

Merge Local AI
✓ 100% Secrecy Compliant

Strictly preserves statutory confidentiality and client NDAs for creative studios, consultants, accountants, and legal practitioners.

Right to Erasure (Article 17)
Cloud AI
✕ Unverifiable Cloud Deletion

Proving that confidential client information was expunged from remote caches, server logs, and vendor backups is virtually impossible.

Merge Local AI
✓ Permanent Local Erasure

True disk deletion. When you delete a client note, project, or contact in Merge, it is permanently erased from your local drive.

Freedom of choice with clear boundaries: For non-sensitive tasks, Merge can also connect to external cloud AI APIs whenever you choose. However, when configuring third-party providers, ensuring compliance with applicable data privacy laws, cross-border regulations, and client confidentiality remains solely your responsibility. Designers Bookshop assumes no ownership or liability for external connections—if you are ever in doubt regarding legal or regulatory requirements, we advise running strictly locally or refraining from using the software. See our Terms of Service.

iCloud Sync

One switch.
Mac ↔ iPad. Keep working. Just like that.

Flip iCloud sync on and your contacts, projects, and invoices appear on your iPad before you pick it up. Open a project on the train. Review invoices on the couch. Trigger an automation on your Mac from your iPad.

For those who want to go further: connect your own Supabase project. Your database, your rules. It's a setting, not a rebuild.

Mac

iPad

AI Chat Assistant

Talk to your business.
It responds and acts.

Merge has a built-in AI chat assistant that does not just answer questions. It can execute actions inside the app. Ask it to create a contact, start a project, trigger a workflow, or pull up a report. It understands your business because it has access to your notes, your data, and your Profiles.

Run it on a locally installed LLM and nothing leaves your device. Connect to a cloud API for more power. MCP support means it works with Claude Desktop, Claude Code, and Antigravity out of the box. Telegram provides MCP access too, so your AI can reach you anywhere.

  • Execute actions inside Merge directly from chat
  • Voice mode: speak instead of type
  • Local LLM support: your data never leaves your machine
  • Cloud API: Claude and other providers
  • MCP-connected: Claude Desktop, Claude Code, Antigravity, and Telegram

Webforms & Lead Capture

A form for your website.
Copy. Paste. Done.

Most CRMs treat lead capture as an integration problem. Either you get a raw API and are expected to build the form yourself, or you get pushed toward a third-party form tool, which then needs its own separate integration back into the CRM. Three tools and glue code, for something that should be one flow.

Merge's setup wizard handles the whole pipeline. It creates the Supabase tables and the Edge Function automatically, then hands you an embeddable HTML form to drop straight into your site. No custom API work required.

Name and Email are there by default. Add custom fields and the embed code updates itself. Every submission posts directly into the Supabase project you own, never a third party's database, so the form stays easy without giving up data ownership.

  • Setup wizard creates the Supabase tables and Edge Function automatically
  • Embeddable form generated for you, no custom API work
  • Name and Email by default; add custom fields in a click
  • Submissions post directly into your own Supabase project
Merge App Icon
1. Generate Webform
Merge • Webhooks
✓Name
✓Email
Custom Field
HTML Embed Code
<form id="webhook-form">
  <input name="contact_name" required>
  <input name="contact_email" required>
</form>
supabase.co/functions/v1/webhook-receiver
Copy HTML Code
2. Embed into Website
Web Form
🔒 https://yoursite.com/contact
Name
Email
Submit
3. Posts to Supabase
webhook_inbox
id
contact_name
status
1
Sarah Jenkins
Synced
2
David Kim
Synced
3
Alex Morgan
Just now ✓
Merge App Icon
4. Real-time Lead Sync
Merge • Contacts
👤
Alex Morgan Webform Lead
alex@design.co · Synced via Supabase Webhook
New Lead ✓

Automation

Workflows that don't
just manage your
work. They do it.

Workflows are the backbone of automation in Merge. They chain actions across every module, respond to triggers, load and process data, and connect to any external service through webhooks in both directions. Your AI Personalities can be a step in any workflow, not a separate tool you switch to.

Scripts are separate, but work inside workflows if needed. Write a script once and call it from multiple workflows, or run it standalone. Change the logic in one place and every workflow that depends on it updates automatically.

  • Workflows with triggers, conditions, and multi-step actions
  • Workflows can load external data and process it before acting
  • Scripts run standalone or get called from inside any workflow
  • Webhooks in and out: connect to any external service
  • Trigger workflows remotely from iPad, Telegram, or WhatsApp

UI Lock

Leave your Mac running.
Nobody sees a thing.

Merge for Mac includes a UI lock that lets you step away from your computer without closing the app. Your screen is hidden, your data is out of sight. Everything keeps running in the background.

Workflows still execute. Automations still fire. API and MCP connections stay live. The app is fully operational, just invisible until you unlock it.

  • Lock the interface with a single action
  • Automations, workflows, and scripts keep running
  • API and MCP connections remain active
  • Mac only: no content visible until you unlock
Background automations active
Merge
Enter Password
Reset Application
Hidden background activities
New Contact Added
Sarah Jenkins · Webhook
Merge · now
Calendar
New ToDo added
Merge · now
Calendar
New meeting added
Merge · now
Automatic Backup
Workflow completed
Merge · 1m ago
Telegram Bot
Created Note from message
Merge · 3m ago

AI Agents

Your next hire might
not be a human. Your next hire might
not be a human.

How will you take your business to the next level when you can architect your own team? One of the greatest challenges for small businesses is time. When you are the only one running the company, you simply don't have the bandwidth to grow, and hiring human staff might be out of reach. Merge allows you to create AI agents that never sleep, never take vacations, and never resign—saving you from the endless cycle of hiring and retraining.

In Merge, Profiles are assigned to AI Agents. Every Profile is defined by three core pillars: Memories (knowledge), Skills (expertise), and Taste & Character (personality).

Assign a Profile—such as Senior Researcher, Client Intake Coordinator, or Copywriter—to an AI Agent and give it access to dedicated notes. AI Agents can learn, self-improve, and adapt over time, acting individually or coordinating under an AI team leader to handle what you don't have time, desire, or expertise to do yourself.

  • Pre-written replies: Common client questions are pre-drafted automatically based on your specific knowledge notes, ready for quick approval.
  • Autonomous deep research: Combined with the Research module, AI Agents scout the web, track competitors, and file reports directly into Notes.
  • True vacation mode: Step away from a solo-run business and relax, knowing routine triage and operations continue.
A private thought partner with locally installed AI. Bouncing sensitive business ideas with third-party cloud AI risks leaking confidential data, while insights stay trapped in chat windows. Merge can run locally installed LLMs directly on your system for complete privacy at zero API cost (as well as cloud-based models for non-sensitive data)—automatically turning your discussions into structured notes.

Research

The web, on tap.
Manually or on a schedule.

Track competitor pricing in US & EU
Daily AI market trend analysis
Summarize FDA regulatory updates
Scan regional tax law amendments

Merge connects directly to Perplexity, Tavily, and Brave Search via API. Run a search manually whenever you need an answer, or let an AI Personality trigger research autonomously as part of a workflow.

Schedule recurring research too: track a competitor, monitor a topic, or keep tabs on a market, on whatever cadence makes sense for your business, without lifting a finger once it's set up.

  • API connections to Perplexity, Tavily, and Brave Search
  • Manual lookups or autonomous research by AI Personalities
  • Schedule recurring research on a cadence you choose
  • Results feed directly into Notes for future reference
Track competitor pricing in US & EU
Daily AI market trend analysis
Summarize FDA regulatory updates
Scan regional tax law amendments

Notes & Media

Type it. Sketch it.
Discuss it. AI gets it.

Most apps store your sketches as flat images — pictures an AI can only guess at. Merge stores them as structured vector data, embedded directly inside the same self-contained .md note as your typed text.

Grab your Apple Pencil on iPad to wireframe a UI design, map out client requirements, or sketch a system diagram.

On Mac, your sketches render with infinite clarity in a built-in viewer. Because the ink lives as structured vector .svg in plain markdown, connected AI tools (like Claude Desktop or Antigravity) can inspect the exact shapes, connectors, and layout — turning a rough interface sketch into real code, a project checklist, or a structured proposal without you retyping a thing.

Every note on Mac is a standard .md file backed by full Git version history, making every typed edit diffable, tracked, and reversible.

Connecting Notes to a local network or NAS allows your whole team to work from the same knowledge base with no cloud required. Multiple apps and MCP-compatible tools can read and write to the same note at once, turning your notes into a shared brain for both humans and AI.

Import existing .docx, .pdf, .csv, .txt, and .rtf files and Merge converts them into notes via OCR. When you need to digest or present ideas differently, convert any note into an interactive .html presentation, a PowerPoint deck, or an audio summary, then attach and email the result directly from Merge.

Some things are faster to draw than explain. Now your AI via drawing can understand what you are trying to achieve.
  • Structured Vector Ink: Apple Pencil sketches saved as scalable .svg directly inside your .md note
  • Built-in Mac Viewer: Preview multi-page sketches in crisp, infinite Retina resolution without leaving Merge
  • AI & MCP Comprehension: Connected AI tools read typed markdown and vector geometry to inspect logic and build layouts
  • Import docx, PDF, CSV, TXT, and RTF files: converted to Notes via OCR
  • Convert any note to an HTML presentation, PowerPoint deck, or audio file, powered by AI
  • Shared Repository & NAS: Multiple apps and tools can read/write to the same notes simultaneously
  • Control AI access: Define exactly which notes AI Personalities can access via note groups
  • Full version history: Every edit saved, tracked, and reversible in Git
PRO WORKFLOW

Discuss with multiple AI models across tools via shared notes over MCP

One powerful way to use Merge is letting multiple AI models and agents collaborate on a specific feature or plan through a single shared note:

  • Create New or Link in Place: Start a fresh note directly inside Merge, or drag an existing .md file from a Git repository or local folder to link it in place without moving or duplicating files. Both become instantly synced and accessible over MCP.
  • Single Source of Truth, No Prompt Bloat: Point your models to the note and let them hash out the approach. Because the note holds the state, your context window never gets bloated with 50-turn conversation transcripts.
  • Cost-Efficient Execution: Once the exact plan has been agreed upon and reviewed, hand the note to a faster, cheaper model or local LLM to execute the work.
  • Folder as Context: For larger tasks, set up a dedicated folder with background reference notes. Agents can inspect supporting files on demand while keeping the active discussion focused in a single task note.

Support for Claude Desktop, Claude Code, and Antigravity is built in, with plans to expand to additional AI applications and MCP tools in future updates.

Telegram

Your business in your pocket. No extra app needed.

Telegram becomes a two-way interface to Merge and your AI Personalities. Message your bot, trigger a workflow, get a report back. Your dream team works while you're away from your desk, and reports to you wherever you are.

AI Personalities can communicate via Telegram using MCP, check your calendar, trigger automations, and relay information back to you in plain language. Free via the Telegram Bot API. Works on iPhone, Android, and desktop too.

Need a specific file but you're away from your computer? Ask for it via Telegram and Merge fetches it for you, up to 50MB per file. Scope access to approved folders only, or disable file fetching entirely. Your choice, your rules.

  • Send and receive messages to control Merge remotely
  • AI Personalities report to you and act on your instructions
  • Fetch files from your computer, up to 50MB, from approved folders only
  • Connects to MCP: your agents can use Claude Desktop and other tools
  • Free via Telegram Bot API: no subscription, no per-message cost
Merge Assistant bot · Mac connected

WhatsApp

Automated messages
to your customers.

Send automated WhatsApp messages to contacts directly from your workflows: follow-ups, confirmations, reminders, or anything your automation triggers. Every message and conversation is saved, so you always have the full history.

Start with WhatsApp Desktop for free, ideal for personal use and smaller volumes. When you're ready to scale, switch to the WhatsApp Business API. Same workflow, bigger reach.

  • Send messages triggered by workflows, scripts, or AI Personalities
  • Full conversation history saved locally
  • WhatsApp Desktop: free, no API key required
  • WhatsApp Business API: for higher volume and automation at scale

Projects

Solo or team.
Everything connected.

Projects in Merge aren't isolated. Every project links directly to a contact, feeds into an invoice, and connects to your time logs. Work the way it actually flows: brief to delivery to billing, without switching apps.

Work alone today, with team collaboration via Supabase planned for a future update. Either way, your AI Personalities can read project context, automate status updates, and keep things moving while you focus on the work that matters.

  • Linked to contacts, invoices, and time logs
  • Solo or team collaboration via Supabase
  • AI Personalities can read project context and automate updates
  • All data stays on your device, or your server
Note on Team Sync: Team sync is still under development and currently not available. Currently the only way for a small team to collaborate would be via iCloud sync, with full data access. There are plans to offer teams to use Merge but due to the complexity of implementation no time-line can be shared.

Dashboard

Open the app. Get up to speed.

The Dashboard pulls together what matters across every module the moment you open Merge. Active projects, overdue invoices, upcoming expenses, recent contact activity, all in one view, with nothing to configure.

Because every module is connected, the Dashboard is never stale. A new invoice, a logged hour, a closed ticket: it all reflects instantly, without syncing to a separate reporting layer.

  • See what's overdue, active, and upcoming at a glance
  • Pulls live from every connected module, no separate sync
  • Customise what you see based on what matters to your business
CONTACTS & CONVERSIONS
784
24%
Today14
7 days68
30 days246
Clients188
Leads212
Prospects384
PROJECTS
Brand Design System 75%
Storefront Architecture 40%
14 active
3 due this week
GOALS
Completed: 2 this week · 8 month
Active Completed Rewards
Launch Beta Software Version 0.0.1 · 25 Jul
INVOICES
11 past due
$3,595 total past due
EXPENSES
$1,774 4 expenses
Today1 · $120
Next 7d2 · $1,255
Next 30d4 · $1,774
CALENDAR
Week Entries
M24
T25
W26
T27
F28
S29
S30
M31
T1
W2
T3
F4
S5
S6
JOURNAL 27 Aug

No journal entry today.

Click + to add entry.
12 Days Streak
28 Days Best
LATEST NOTES
Bugs 27 Aug · 11:34
AI Prompt 27 Aug · 10:36
Telegram 26 Aug · 13:17
LOGGED TIME
TODAY
4h 30m
BILLABLE380 US$
LAST 7 DAYS
28h 15m
BILLABLE2,450 US$
LAST 30 DAYS
112h 45m
BILLABLE9,800 US$

Contacts

Every relationship,
in full context.

Contacts in Merge are the hub everything else connects to. Open a contact and see their projects, invoices, notes, support tickets, and message history with you, in one place, without digging through separate apps.

Organise contacts by company, tag them by relationship type, and let your AI Personalities draw on that history when drafting an email, preparing for a call, or following up on a project.

  • Full CRM: leads, clients, and everyone in between
  • Company and contact-linked notes, projects, and invoices
  • WhatsApp and email history attached to each contact
  • AI Personalities can read contact context when you let them

Email Sequences

Automated emails.
Sent from local client.

Build email sequences with templates in the Email module. Welcome series, follow-ups, re-engagement campaigns, set them up once and let the automation engine send them, through your own Outlook or Apple Mail account, at no extra charge.

For smaller lists, sending from your own address keeps things personal and costs nothing extra. For larger volumes, we recommend pairing with a dedicated delivery service to avoid spam blacklisting, Merge connects to those too when you need that scale.

  • Sequence templates built in the Email module
  • Sent by the automation engine through your own email account
  • No extra cost for moderate volumes
  • Dedicated delivery service support for high-volume sending

Target Audience

Built for professionals
who value independence.

Whether you work solo or with a team, Merge adapts to your workflow.

Freelancers

Manage clients, deliver projects, log billable hours, and send invoices in one unified workspace.

Consultants

Keep sensitive client notes completely private and automate repetitive follow-up communications.

Agencies & Studios

Connect lead capture webforms, project milestones, team collaboration, and client billing.

Small Businesses

Run your core operations without assembling and paying for an expensive, fragmented SaaS stack.

Privacy-Conscious Teams

Zero centralized database to breach. Store business records locally or in your own encrypted Supabase instance.

Technical Power Users

Connect APIs, webhooks, MCP tools (Claude Desktop, Antigravity), custom scripts, and local LLMs.

Purchase License

One plan.
Everything included.

No per-contact pricing. No pay-per-message markup from Merge. No hidden tier locks.

Early Access: 57% Off Regular Price
$15 / month

Not yet available, register for updates.
Regular price will be $35/month once out of early access.

  • All modules: CRM, Projects, Notes, Calendar, Invoices, and more
  • AI Chat Assistant that acts, not just answers
  • AI Personalities with Memories, Skills & Taste
  • WhatsApp & Telegram integration
  • Automation, workflows & reusable scripts
  • Bring your own LLM: cloud API or fully local
  • Webform builder: capture leads straight into your own database
  • iCloud & Supabase sync
  • Mac app with full features; free companion iPad app coming later

Founding member rate, locked for life per license, as long as your subscription remains active. Price only changes if you cancel.

Join and we'll notify you the moment it's ready. As an early access version, expect rough edges: bugs, incomplete features, and unfinished polish. More importantly, active development means data could occasionally be affected. It's rare, but we recommend keeping backups during this period.

Stay updated via:

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Get an additional discount by joining via Telegram or WhatsApp channel. They're instant and less hassle for us to manage than email.

Channels keep you anonymous and let you catch up on every update, big or small.

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Telegram and WhatsApp members get an additional discount, and it only takes a tap to join. Want to switch, or continue with email?

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Secure checkout via FastSpring · macOS 14.8+
License activates on up to 2 computers
Free iPad companion app coming later

Founder Note

Fine,
I'll do it myself.

After almost 20 years in software, I've tried several CRM solutions. Every single one required a custom workaround to behave the way I wanted, and even then it never felt quite right. What I needed was not "another CRM", but a business operating system with an end-to-end solution. Since what I needed did not exist, I created it.

Frequently Asked Questions

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We got answers.