Client Notes

Clients, notes & reminders

Free · Designed for iPad. Not verified for macOS.

Your simple CRM for working with clients one-on-one — built for coaches, tutors, trainers, beauty masters, consultants, and freelancers. Keep every client in one place instead of scattering names across notes apps and messengers.For each client you get a clean profile: a timeline of text and voice notes, tags, birthday, and reminders that send notifications so you never miss a follow-up. Track money the easy way — log one-time services as paid or unpaid, sell visit packages, and manage date-based subscriptions, with a dashboard that shows your monthly revenue and top clients.Let AI do the busywork: it reads your notes and builds a structured client summary — who they are, key facts, goals, agreements, and what's still open — which you can turn into a note or a reminder in one tap. Reach clients instantly via call, SMS, WhatsApp, Telegram, or email, import contacts from your phone, set photo, GIF, or emoji avatars, and find anyone with global search.Export your whole client base to PDF or CSV, choose from multiple themes, and use the app in 9 languages. All data is stored privately on your device. Spend less time on admin and more time with your clients.

Ratings & Reviews

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Fixed small inconsistencies and enhanced core processes. Improved overall speed and cross-device performance.

Version 1.0.3

The developer, Dylan Cooper, 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.

    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
    • Dylan Cooper
    Size
    • 10.3 MB
    Category
    • Productivity
    Compatibility
    Requires iOS 16.0 or later.
    • iPhone
      Requires iOS 16.0 or later.
    • iPad
      Requires iPadOS 16.0 or later.
    • Mac
      Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    English and 8 more
    • English, French, German, Italian, Japanese, Portuguese, Russian, Spanish, Turkish
    Age Rating
    16+
    Copyright
    • © Dylan Cooper
  • Developer Website
  • Privacy Policy