A purpose-built CRM for professional genealogists. Track clients, projects, research scope, and communication history — all in one place, always at your fingertips.
Margaret Johnson • Since Jan 2025
Stop juggling spreadsheets and email threads. AncestorOS keeps every client detail organized and accessible.
Store contact information, relationship history, communication notes, and personal background — everything about a client in a single, well-organized profile.
Each client can have multiple projects, each with its own status, scope, milestones, and deliverables. 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.
Every invoice, every logged hour, and every note is automatically attached to the client record. Your full history with a client 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.