Client Notes

Client-focused CRM storing per-client profiles with timelines, notes, payments, and AI-generated summaries.

iOSunknownglobal

A mobile CRM for one-on-one professionals—coaches, tutors, trainers, beauty practitioners, consultants and freelancers—designed to centralize client information that otherwise sits across notes and messengers. Each client gets a profile with timeline entries, voice and text notes, reminders, payment and subscription tracking, AI-generated summaries, contact tools and export options; all data is stored locally on the device.

Website iOS

Full match profile

Behind the summary, Matchbox keeps a richer profile of Client Notes - the signals our matcher actually reads to decide when to surface it. It stays private; claim the listing to see and control it.

Problem & pain-point mapping
Who we surface it to (audience fit)
What it's a strong alternative to
Trust & credibility signals

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