ClienTrak: Client Notes & CRM
Sales Tracker & Follow-Up Tool
Only for iPhone
Free · In‑App Purchases
iPhone
Now with Voice Notes, Pinned Clients, and full Dark Mode support.
Elevate your client relationships with ClienTrak.
Stop relying on scattered notes and fading memory. ClienTrak is the essential tool for BDMs, account managers, and consultants to document client conversations, track relationship history, and export professional reports — all from your iPhone.
Whether you're logging a breakthrough sales call or preparing for a quarterly business review, ClienTrak helps you build a professional, chronological record of every client relationship in your portfolio.
KEY FEATURES:
Rapid Logging: Add timestamped notes to any client profile in seconds — perfect for capturing conversations while they're fresh.
Note Categories: Tag every note as a Meeting, Call, Email, Win, or Concern — so you always know the context of every interaction.
Follow-Up Reminders: Set a reminder on any note and ClienTrak will notify you when it's time to reconnect. No client ever falls through the cracks.
Client Status Tracking: Mark clients as Active, Prospect, At Risk, On Hold, or Closed. See exactly where every relationship stands at a glance.
Portfolio Organisation: Manage your entire client list from one centralised dashboard. Find anyone instantly with built-in search.
Professional PDF Export: Generate clean, polished client reports with one tap. Ideal for QBRs, account handovers, and pipeline reviews.
Complete Relationship History: View a full timeline of every interaction for each client — spot patterns, track commitments, and never miss a detail.
Privacy & Security: Your client data stays on your device. No cloud. No third-party access. Protect sensitive records with Face ID or Touch ID.
BUILT FOR:
Business Development Managers
Account Managers & Client Success Teams
Consultants & Freelancers
Sales Professionals & Relationship Managers
LINKS & LEGAL
Privacy Policy: https://typanlogix.com/clientrak/privacy
Terms of Service: https://typanlogix.com/clientrak/terms
Support & Feedback: https://typanlogix.com/clientrak/support
Standard EULA:
ClienTrak adheres to the standard Apple Licensed Application End User License Agreement (EULA):
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
What's New in Version 1.4
This update brings three highly requested features plus a full dark mode overhaul.
New Features:
Voice Notes — tap the mic button to dictate notes hands-free. Perfect for logging client interactions on the go
Pinned Clients — long press any client to pin them to the top of your list
Dark Mode — full dark mode support with automatic System, Light, and Dark appearance options in Settings
Improvements:
Rate Us — enjoy the app? Leave us a review directly from Settings
General UI polish and bug fixes
The developer, Luke Power, 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Purchases
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- TypanLogix
- Size
- 11.1 MB
- Category
- Business
- Compatibility
Requires iOS 18.6 or later.
- iPhone
Requires iOS 18.6 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- ClienTrak Monthly Premium Access $1.99
- ClienTrak Yearly Premium Access $9.99
- Copyright
- © 2026 TypanLogix. All rights reserved.