# ClienTrak: Client Notes & CRM — Sales Tracker & Follow-Up Tool

> Sales Tracker & Follow-Up Tool (iPhone/iPad app by Luke Power.)

- Source: https://appshunter.io/ios/app/clientrak-client-notes-and-crm/id6760542716 (this page in markdown: same URL + `.md`)
- Developer: [Luke Power](https://appshunter.io/developer/1876170026)
- Category: Business, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 18.6 · 11 MB
- Languages: American English
- Released: 2026-03-14
- Data updated: 2026-07-22
- User reviews in markdown: https://appshunter.io/ios/app/clientrak-client-notes-and-crm/id6760542716/reviews.md

## What is ClienTrak?

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/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| ClienTrak Yearly Premium Access | $9.99 | per year |
| ClienTrak Monthly Premium Access | $1.99 | per month |



## Version history (last 5 releases)

### 1.4 — 2026-05-05

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

### 1.3 — 2026-04-23

Bug Fixes & Improved Performance: Dark Mode bug fix.

### 1.2 — 2026-04-05

Bug Fixes & Performance Improvements

### 1.1 — 2026-03-25

This update brings major new features to help you manage your client relationships more effectively.
New in v1.1:

Note Categories — tag every note as a Meeting, Call, Email, Win, or Concern
Client Status — mark clients as Active, Prospect, At Risk, On Hold, or Closed
Follow-Up Reminders — set a reminder on any note to follow up with a client
Edit Client — update client name, company, or status at any time
Face ID / Touch ID — protect your client data with biometric lock
PDF redesign — cleaner, more professional export format
App icon refresh and UI improvements

### 1.0 — 2026-03-14

No release notes.

## More apps by Luke Power

- [CashUp: Till & Cash Counter](https://appshunter.io/ios/app/cashup-till-and-cash-counter/id6758988518)
- [WriteUp: Staff Performance](https://appshunter.io/ios/app/writeup-staff-performance/id6760296053)
- [Milestones: Project Tracker](https://appshunter.io/ios/app/milestones-project-tracker/id6760932926)
- [Resonate: Book Journal](https://appshunter.io/ios/app/resonate-book-journal/id6761171825)
- [Lumin: A Silent Connection](https://appshunter.io/ios/app/lumin-a-silent-connection/id6761683829)

All apps by Luke Power: https://appshunter.io/developer/1876170026

## Related topics

[luke up](https://appshunter.io/ios/topics/luke-up)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-22.*