Client Note Tracker - Easy CRM

Client Note Tracker - Easy CRM

Download on App StoreDownload on Google Play
Logo of Client Note Tracker - Easy CRM

Client Note Tracker - Easy CRM: The Simple Way to Master Your Client Relationships

Ditch the paper scraps and messy notes. Organize client details, track progress with photos, and recall every formula or preference in seconds—all in one ad-free, intuitive app.

Download on App Store

Publisher

Sandpiper Apps LLC

Category

Business

Downloads

700

User Rating

5.0/5

Total Ratings

0

Locales

1

A Professional Edge at a Glance

Discover the interface used by 700 users.

Alphabetical client list screen in the Client Note Tracker app

Alphabetical client list screen in the Client Note Tracker app

Mobile app interface showing chronological client notes with attached photos of hair and beauty treatments

Mobile app interface showing chronological client notes with attached photos of hair and beauty treatments

Mobile app interface showing custom data fields for a client profile

Mobile app interface showing custom data fields for a client profile

Mobile app screen showing the editing interface for a client follow-up checklist note template

Mobile app screen showing the editing interface for a client follow-up checklist note template

A screenshot of the Client Note Tracker app showing options to export notes and client information to a PDF file.

A screenshot of the Client Note Tracker app showing options to export notes and client information to a PDF file.

Mobile app interface showing search results for clients and notes

Mobile app interface showing search results for clients and notes

Built for Your Unique Business

The tools that make this app stand out, trusted by 700 users.

📋

Personalized Client Records

Create custom fields for the specific details your trade demands, from hair color formulas and ink brands to pet habits and fitness goals.

📸

Visual Progress Tracking

Snap and store 'before and after' photos directly in client files to document your work, maintain consistency, and showcase transformations.

🎙️

Hands-Free Dictation

Log vital session notes in seconds using voice-to-text. Perfect for busy professionals who need to stay organized while on their feet.

About the app

Everything you need to know about Client Note Tracker - Easy CRM.

Description

Use Client Note Tracker to remember client interactions and quickly look up client details. The app is easy to learn and intuitive to use. How it works: Clients are added to a searchable list similar to a contacts app. When adding a new client, you can enter information such as email, phone number, and any custom fields you’d like to keep track of across clients. Once a client is created, notes can be added for each client through typing or dictation. Photos relevant to your business? Add images to remember visuals on any note. All of your client information is backed up to the cloud so you can access your data on multiple devices using the same login. View and update notes from your phone, tablet, or the web at clientnotetracker.com. Features: - Simple, ad-free, intuitive interface - Autosave notes and images - Add custom details for each client - Access account on many devices - Export notes to pdf - Create reusable note templates Who is the app for: Client Note Tracker is flexible and can apply to many different people who want to save information and notes about their clients. Professionals in the beauty industry can use the app to save notes and photos about formulas, techniques, or materials used. These may be hairdressers, beauticians, aestheticians, make-up artists, nail technicians, cosmetologists, tattoo artists, or barbers. Pet groomers, dog trainers, and dog walkers can save details about the pets and associated owners. Small business owners selling products can save a list of clients they sell to and a note recording each item in the sale. Real estate agents or wedding planners can using the notes to track client interests and progress over time. Personal trainers can record the weights and exercises used by their clients each workout. Pro plan: Try Client Note Tracker completely for free with all features except for a limit on the number of notes. Subscribe to unlock the full version with no note limit. Terms and conditions: https://www.clientnotetracker.com/terms-and-conditions Privacy policy: https://www.clientnotetracker.com/privacy-policy — We highly value a positive user experience, privacy, and transparency. Rest assured, there will be no ads in the app and we will never sell your personal data to third parties. Questions or feedback? Feel free to reach us at team@clientnotetracker.com! If you’re enjoying Client Note Tracker we’d be thrilled if you leave us a review. Start your journey towards organizing all your client notes and details, download Client Note Tracker today!

Latest Version

1.0.32

Size

31.0 MB

First Released

Feb 13, 2024

Ready to Professionalize Your Client Notes?

Join the thousands of solopreneurs ditching paper for the simplest CRM. Start organizing your client details, formulas, and photos for free today.

Download on App StoreDownload on Google Play

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

Believe this page infringes your intellectual property? File a dispute