Apps Like Client Note Tracker - Easy CRM for iPhone and iPad
Track clients and look up details quickly
Track interactions and manage details with a searchable list. Add information including email, phone number, and custom fields. Record notes via typing or dictation. Attach photos to entries for reference.
by Sandpiper Apps LLC★ 4.880 ratingsBusinessFreeData updated 2026-09-06
Track accounts in equity, derivatives, and commodities
Track investments in Indian equity, derivatives, commodities, and currency markets. View account balances, monitor transactions, and access real-time market data.
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
