Client Note Tracker - Easy CRM
Zakelijk
Gratis · In-app aankopen · Ontworpen voor iPad
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!
Beoordelingen en recensies
- 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
De ontwikkelaar, Sandpiper Apps LLC, heeft aangegeven dat volgens het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar .
Aan jou gekoppelde gegevens
De volgende gegevens worden mogelijk verzameld en gekoppeld aan je identiteit:
- Contactgegevens
- Gebruikerscontent
- ID’s
- Gebruiksgegevens
Toegankelijkheid
De ontwikkelaar heeft nog niet aangegeven welke toegankelijkheidsfuncties deze app ondersteunt. Lees meer
Informatie
- Grootte
- 35,4 MB
- Categorie
- Zakelijk
- Compatibiliteit
Vereist iOS 15.6 of nieuwer.
- iPhone
Vereist iOS 15.6 of nieuwer. - iPad
Vereist iPadOS 15.6 of nieuwer. - iPod touch
Vereist iOS 15.6 of nieuwer. - Mac
Vereist een Mac met macOS 12.5 of nieuwer én Apple M1-chip of nieuwer. - Apple Vision
Vereist visionOS 1.0 of nieuwer.
- Talen
- Engels
- Leeftijd
4+
- 4+
- In-app aankopen
Ja
- Yearly Pro Plan € 24,99
- Yearly Pro Plan € 59,99
- Pro monthly € 8,99
- Monthly Pro Plan € 2,99
- Provider
Sandpiper Apps LLC
- Sandpiper Apps LLC heeft zichzelf geïdentificeerd als een handelaar van deze app en heeft bevestigd dat dit product of deze dienst voldoet aan de wetgeving van de Europese Unie.
- DUNS-nummer
119158704 - Adres
4158 Avery St
APT 3
Detroit Michigan 48208
Verenigde Staten - Telefoonnummer
+1 7342102975 - E-mailadres
team@sandpiperapps.com
- Copyright
- © 2024 Sandpiper Apps LLC