Solo CRM vs Client Visit Ledger2026

Manage clients, track tasks, create service reports, and export branded PDF reports from one focused workspace. Solo CRM is built for freelancers, consultants, and small businesses that want client work organized without extra clutter. Use Solo CRM to: • manage client details in one place • track tasks and follow-ups • create service report drafts • add photos and notes to reports • export branded PDF reports with your logo and company details • work with your preferred language, theme, and currency Solo CRM is local-first and designed for clear day-to-day client work. Privacy: https://alpdigital.io/SoloCrm/privacy.html Terms Of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Support: alpdigitalio@gmail.com

Client Visit Ledger helps salespeople solve common problems after daily visits: scattered notes, missed follow-ups, and difficult review. You can create local client profiles, record each visit, needs, quote intent, next follow-up date, and deal stage, building a clear sales follow-up ledger. All data is stored only on your device. No account registration, no sign-in, no internet connection, and no personal data collection are required. It is suitable for field sales, channel maintenance, store client management, B2B business follow-up, and similar workflows. Key features: Client profiles: record client name, contact person, phone, address, source, level, and notes. Visit records: save visit date, conversation notes, needs, quote intent, feedback, and photo proof by client. Follow-up reminders: set the next follow-up date and filter pending clients by today, overdue, or this week. Sales stages: manage leads, interested clients, quoted clients, closed deals, and paused opportunities. Local search: quickly find history by client, contact, keyword, or stage. Offline export: generate client visit PDFs or text summaries for archiving and reporting.