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
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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!
I work on hundreds if clients each month and it can get easy to mixed people up at times and this app helps keep track where I left off with clients and easy to find names when I need to review some notes!
Developer Response
Thank you! We are so glad to hear that you are finding the app useful and that it is helping with client organization!
Working Good
ChaplainE
This has been perfect for billing documentation. I created a template so when I am working I log the info. What I would like is to be able to tell Siri to open the app and input information under a client name. That would be ideal to voice text to a client file. Otherwise, so far, it is giving me the tracking and support I need for proof for court for billing. Thank you. Wish this was industry specific.
Exactly what I was looking for!
Wsushi
This app is what I have been searching for! It’s a straightforward way to take notes and look back on conversations that I have had with people in my life. Thank you!
Developer Response
Glad to hear that you are enjoying the app, and thank you for leaving a review!
Simple and useful
141beverly
Just loaded the app and on the pc. Looking forward to using it as I can add pictures and print out a summary of notes for each client at year end
Developer Response
Thanks for the 5-star review! We're so glad you're excited about using the app on both your phone and PC. If you need any help or have feedback as you use it, feel free to reach out at team@clientnotetracker.com. We appreciate your support!
- Allow sorting client list by first name or last name
- Navigate to notes page after adding a new client
- General bug fixes and performance improvements
Version 1.0.33
The developer, Sandpiper Apps LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
User Content
Identifiers
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Sandpiper Apps LLC
Size
35.4 MB
Category
Business
Compatibility
Requires iOS 15.6 or later.
iPhone Requires iOS 15.6 or later.
iPad Requires iPadOS 15.6 or later.
iPod touch Requires iOS 15.6 or later.
Mac Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
