Client Note Tracker - Easy CRM

Client Note Tracker - Easy CRM

Customers, Records, Journal

96 ratings
35 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • February 13, 2024
  • June 27, 2026

Features

Client Note Tracker - Easy CRM screenshot #1 for iPhone
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Client Note Tracker - Easy CRM screenshot #8 for iPhone
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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's New in Client Note Tracker

1.0.37

June 27, 2026

- New feature for a teams mode. This allows sharing clients and notes across teams. - Performance improvements.

Subscription plans

Monthly Pro Plan

Unlimited notes and access to all features

$4.991 Month
How to cancel Client Note Tracker subscription ⁉️

User reviews

So easy

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

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.

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.

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.

Working Good

This has been perfect for billing documentation. I created a template so when I am working I log the info. What I would like is to be able to tell Siri to open the app and input information under a client name. That would be ideal to voice text to a client file. Otherwise, so far, it is giving me the tracking and support I need for proof for court for billing. Thank you. Wish this was industry specific.
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Response from developer

Thanks for the feedback and feature suggestions! Glad to hear that the app has been working well for tracking billing. Please let us know at team@clientnotetracker.com if you have any additional suggestions or questions.

Great app

If you need to keep track of people. Do it here.

Response from developer

Thanks for the support and review!

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.