SalesNote: Customer CRM
Offline CRM & Sales Review
$1.99 · Designed for iPad. Not verified for macOS.
Customer profiles, follow-up reminders, orders, payments, commission and CSV export on one phone. No account, no ads, no subscription.
Sales Note is a fully offline customer and sales management tool for people who sell: real estate, auto, insurance, finance, fitness, education, clinics, restaurants, retail, home services, travel, electronics, apparel and more.
It keeps the whole chain — customer, product, follow-up, order, payment, commission — on one phone. No sign-up, no internet needed, and every record stays on your device.
CUSTOMER PROFILES
Capture name, phone, gender, source, intent level, business category, needs, follow-up status, custom group and notes, plus a customer or business-card photo. Filter the list by status, intent, category, group and reminders, or multi-select customers to open a group SMS in one tap.
PRODUCTS AND PLANS
Keep your products or plans with name, description, cost, price, commission rate, notes and an image. Orders link to a product, and commission is calculated from the rate automatically.
FOLLOW-UPS
Log each contact with method (call, WeChat, meeting, showing, other), content, date, owner and extra notes, then schedule the next follow-up. Local notifications remind you on time, and overdue customers are highlighted on the home screen and in lists.
ORDERS AND PAYMENTS
Enter deal price, amount received, deal date and payment plan; outstanding balance and commission are calculated for you. Orders attach to a specific customer and product, so each customer page shows their deal and payment history.
ANALYTICS AND COMMISSION
Review deals, payments, outstanding balances and commission for this month or all time, with a ranking view — no more manual spreadsheets for commission.
EXPORT AND BACKUP
Export customers, products, follow-ups, orders, performance and outstanding balances as CSV, one data set at a time or all at once. Files are UTF-8 encoded and open cleanly in Excel and WPS.
SEARCH AND SHORTCUTS
The home screen offers global search across customers, products, follow-ups and orders. Common actions sit on the home screen, so adding a customer, logging a follow-up or creating an order is one tap away, and every customer row can log a follow-up, call or text directly.
LANGUAGES AND PRIVACY
Available in Simplified Chinese, Traditional Chinese, English, Japanese and Korean, following your system language or switchable manually. The app has no account, no cloud sync, no network requests, no ads, no subscription and no in-app purchases. It requests read-only photo library access only to pick business cards, contracts and receipts, and never writes to or modifies your library.
Feature ideas and feedback are always welcome and are reviewed for future updates:
Email: 842797413@qq.com
Or leave your thoughts in an App Store review
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Sales Note 2.0 is here, focused on reaching every module faster and entering data with fewer steps.
What's improved:
Orders and payments now have their own tab, one tap from the bottom bar
Settings moved to the top-right of the home screen
Global search on the home screen finds customers, products, follow-ups and orders at once
Home screen to-dos are now tappable: due customers, reminders and your most recent customer
The add-customer screen keeps the essentials up front, with gender, category, needs and photos under "More Details"
Every customer row now has quick actions: log a follow-up, call or send a message
CSV export and backup moved to "More" on the home screen
The app still works fully offline with no account, no ads and no subscription. All data stays on your device.
Suggestions and improvement ideas are always welcome:
You can leave suggestions in an App Store review
The developer, 鹏 杨, 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 Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- 鹏 杨
- Size
- 2.8 MB
- Category
- Productivity
- Compatibility
Requires iOS 18.6 or later.
- iPhone
Requires iOS 18.6 or later. - iPad
Requires iPadOS 18.6 or later. - Mac
Requires macOS 15.6 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 2.6 or later.
- iPhone
- Languages
English and 4 more
- English, Japanese, Korean, Simplified Chinese, Traditional Chinese
- Age Rating
4+
- 4+
- Copyright
- © 2026 杨鹏
