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ClienTrak: Client Notes & CRM

iPhone app for timestamped client notes, relationship history, reminders, status tracking and PDF exports.

iOSApp Store (US)★ 5.0 · 1 ratingsunknownglobal
ClienTrak: Client Notes & CRM preview

An iPhone app that helps business development managers, account managers, consultants and sales professionals capture timestamped client notes, tag interactions, set follow-up reminders and track client status. It centralizes a chronological relationship timeline with built-in search and PDF export for reports or handovers, and keeps all client data on the device with Face ID/Touch ID protection rather than cloud or third-party storage.

Categories
BusinessCRM

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