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Client Note Tracker - Easy CRM

Client Note Tracker - Easy CRM

Customers, Records, Journal

103 ratings
37 reviews
💼 Business
📊 Productivity
Free
In-App Purchases

Details

Released
February 13, 2024
Updated
September 20, 2026

Features

Developer

Sandpiper Apps LLC
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Client Note Tracker - Easy CRM screenshot #1 for iPhone
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❓5 answered
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About

Easily record and retrieve client interactions and details. Add custom fields, notes with photos, and access your data across multiple devices via cloud backup. Ideal for professionals needing organized client management.

✓Searchable client list
✓Custom client fields
✓Notes with photos and dictation
✓Cloud backup and multi-device access
✓Export notes to PDF
✓Reusable note templates
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What users say about Client Note Tracker

Reviews of Client Note Tracker are mostly positive: the Business app is rated 4.8/5 from 103 App Store ratings. What users like most: simple and straightforward, easy to use and navigate. Top complaints: cannot edit client info after saving, free version has limitations. Summarized from real user reviews.

Positive things

  • 👍Simple and straightforward
  • 👍Easy to use and navigate
  • 👍Affordable and good value
  • 👍Keeps client notes organized
  • 👍Practical for various professions
  • 👍Allows adding pictures
  • 👍Template creation is helpful
  • 👍Fast and efficient
  • 👍User-friendly interface
  • 👍Great for record keeping
  • 👍Convenient for mobile and tablet

Negative things

  • 🐛Cannot edit client info after saving
  • 🐛Free version has limitations
  • 🐛Data loss after signing out
  • 🐛Date entry issues
See all reviews

What's New in Client Note Tracker

1.0.38

September 20, 2026

- New feature for viewing notes across all clients by a date range. Access this new feature from the side menu.

6

Subscriptions & In-App Purchases

Monthly Pro Plan

Unlimited notes and access to all features

$4.991 Month
How to cancel Client Note Tracker subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Hairstylist

Simple into the point, not a bunch of lines the filling just what you want to
HHairBo$$

Response from developer

Thank you for the review! We are glad to hear you are finding it simple to use, that was our goal in building this app.

Can’t edit Client info after saved?

I barely was able to use app before realized I couldn’t edit client info after saved. Just grateful I noticed this glitch before wasting time inputting all of my other clients info. Geez!
Ggigipet11

Response from developer

Sorry to hear you ran into an issue editing client info. Editing client info seems to be working well on our end currently and we haven't heard any other user reports of this issue. Perhaps it was something with your network connection. Please reach out to team@clientnotetracker.com with any questions or assistance.

So easy

Has everything I need. It’s not complicated. It’s very affordable. I’m super happy so far.
JJen5155

Response from developer

Love to hear it - thanks for the review!

4 stars

I love the app! It’s incredibly helpful being able to remember locations for clients vacations and weddings ect. I would like to be able to sort alphabetically by first or last name, as not every client enters a last name into the system.
RRockstarstaton

Response from developer

Thanks for the review and great to hear that you are loving the app! There is now a button at the top of the clients screen that allows for sorting by first name, thanks for that feature suggestion.

Trick to make you get premium

I was very happy with this app until I had a ton of client notes entered in to get a notification saying I couldn’t add more notes without paying for premium. I transferred my client notes elsewhere.
DDess_5555

Response from developer

Thanks for the feedback. We do show text on the notes page indicating the 50-note limit for the free version, but it sounds like that wasn't clear enough before you'd already put in the work. We'll look at ways to make it more visible upfront.

See 32 more reviews

User experience

🐞

Reported Bugs

3 issues

Cannot edit client info after saving

Bug

Client data disappeared after signing out

Bug

Date entry automatically changes

Bug
✨

Requested Features

4 requests

Ability to sort clients alphabetically by first or last name

Feature

Siri integration for voice input

Feature

Ability to message the entire client base

Feature

Sorting options: daily client numbers, date-wise, total clients, most repeated visitors

Feature

FAQ

What does Client Note Tracker do?

Client Note Tracker helps you remember client interactions and quickly look up client details. You can add clients to a searchable list, enter custom fields, and attach notes with photos or dictation. All your data is backed up to the cloud for access on multiple devices.

What are the key features of Client Note Tracker?

Key features include a simple, ad-free interface, autosave for notes and images, the ability to add custom details for each client, multi-device access via cloud sync, PDF export of notes, and the creation of reusable note templates.

How much does Client Note Tracker cost?

The app offers a free version with all features but a limit on the number of notes. A 'Pro plan' subscription is available to unlock the full version with no note limit.

Can I access my client data on different devices?

Yes, all your client information is backed up to the cloud. You can access and update your notes from your phone, tablet, or the web at clientnotetracker.com using the same login.

Who can benefit from using Client Note Tracker?

The app is flexible for many users, including professionals in the beauty industry, pet groomers, dog trainers, small business owners, real estate agents, wedding planners, and personal trainers who need to save and organize client-specific information.