# SalesNote: Customer CRM — Offline CRM & Sales Review

> Offline CRM and sales tracking for professionals, prioritizing local data and privacy. (iPhone/iPad app by 鹏 杨.)

- Source: https://appshunter.io/ios/app/salesnote-customer-crm/id6763522462 (this page in markdown: same URL + `.md`)
- Developer: [鹏 杨](https://appshunter.io/developer/1884186063)
- Category: Productivity, Utilities
- Price: $1.99
- Age rating: 4+
- Requires: iOS 18.6 · 2 MB
- Languages: Japanese, Chinese (Simplified, China), Chinese (Traditional, Taiwan), American English, Korean
- Released: 2026-06-22
- Data updated: 2026-08-17
- Monetization: paid
- User reviews in markdown: https://appshunter.io/ios/app/salesnote-customer-crm/id6763522462/reviews.md

## What is SalesNote?

Sales Note is an offline customer and sales record app built for sales and service professionals across real estate, automotive, insurance, finance, fitness, education, beauty, retail, and similar business scenarios.

The app brings customer records, follow-up logs, orders, payments, due amounts, and commission tracking into one clear local workflow, making it easier to manage customer details and business progress on a single device.

You can store customer names, phone numbers, sources, intent levels, needs, and notes, then continue adding follow-up records, next-step dates, and related order information. Customer detail pages help you review connected orders, sales amounts, received payments, and outstanding balances in one place.

Sales Note also includes product record management. Orders can be linked to both customers and products, with due amounts and commission values calculated automatically to reduce manual work. The analytics section gives you a clearer view of sales, payments, balances, and rankings.

The app supports selecting business cards, contracts, and reference images from the system photo library, then keeping them together with customer, follow-up, or order records for later review. All images and business data remain on the device only, with no upload, no sharing, and no cloud sync.

Sales Note is designed around offline use, local storage, and privacy-first operation. There is no account, no advertising, no subscription, and no dependency on network access, making it a practical tool for independent professionals who value speed, clarity, and control over their data.

Feature requests and improvement ideas are welcome. All feedback is reviewed regularly and helps guide future updates:
Or leave your thoughts in an App Store review

## Key features

- Offline customer and sales record management
- Follow-up, order, and payment tracking
- Commission calculation
- Product record linking
- Image and document attachment
- Local data storage and privacy

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/salesnote-customer-crm/id6763522462/reviews.md

### 3/5 — 没办法点进去拨打电话

*2026-06-27*

没办法选择待跟进的人，点开号码直接转的拨拨号。也没法设置特定人的跟进日期时间提醒。也没法法分类，如根据意向、跟进中等进行自定义分类。选择特定人分类一键跳转至群发短信等。

**Developer response:** 感谢您的详细反馈，也抱歉目前的使用体验没有达到您的预期。
您提到的几个点我都认真记下了：号码点击后直接跳转拨号、无法筛选待跟进联系人、不能为特定联系人设置跟进时间提醒、缺少按意向、跟进状态等进行自定义分类，以及无法基于分类快速进行群发短信等操作。
这些建议都非常有价值，也确实是销售跟进场景里很重要的能力。我会结合后续版本持续优化这部分体验。感谢您花时间把问题说得这么具体，这对我改进产品帮助很大。

## Frequently asked questions about SalesNote

### What is SalesNote used for?

SalesNote is an offline customer and sales record app designed for professionals. It helps manage customer details, track follow-ups, record orders and payments, and monitor commissions, all stored locally on your device.

### How much does SalesNote cost?

SalesNote is a paid application, available for a one-time purchase of $1.99. There are no subscriptions or in-app purchases required after the initial purchase.

### Does SalesNote have ads?

No, SalesNote is ad-free. The application is designed for a focused user experience without any advertisements interrupting your workflow.

### What devices is SalesNote compatible with?

SalesNote is compatible with iPhones and iPads, running on iOS devices. It is designed for mobile use, allowing professionals to manage their sales data on the go.

### How often is SalesNote updated?

SalesNote was last updated on June 23, 2026, with version 1.0. The developer welcomes feedback for future improvements and updates.

### Is my data safe with SalesNote?

Yes, SalesNote prioritizes privacy by keeping all data stored locally on your device. There is no cloud sync, upload, or sharing, ensuring your customer and sales information remains private.

### Can I export my data from SalesNote?

The current description does not explicitly mention data export functionality. However, all data is stored locally on the device for offline access and privacy.

### What is the age rating for SalesNote?

SalesNote has an age rating of 4+, making it suitable for a wide range of users. This rating indicates general appropriateness for most users.

## Version history (last 2 releases)

### 1.1 — 2026-08-10

New in this version:
Local follow-up reminders with specific date and time support
Custom customer groups with filters for group, status, intent, and reminders
Safer contact actions with message, call, and copy number options
Multi-select customer flow for quick group SMS entry

The app still works fully offline with no account, no ads, and no subscription. All data stays on your device.

Suggestions and improvement ideas are always welcome, and they will continue to guide future updates:
You can leave suggestions in an App Store review

### 1.0 — 2026-06-23

No release notes.

## More apps by 鹏 杨

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- [BabeLog・Lite](https://appshunter.io/ios/app/babeloglite/id6760752961)

All apps by 鹏 杨: https://appshunter.io/developer/1884186063

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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 2026-08-17.*