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
Automates veterinary documentation with AI. Record appointments, client callbacks, and phone calls. Generate notes instantly. Syncs with practice management systems. Edit and review notes before saving. Share notes with team members.
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Manage a janitorial service with real-time communication across multiple languages. Clients can report issues and send messages. Set up supervisor accounts for different locations. Cleaners receive task assignments and submit supply requests.
Search for and book appointments with local service providers for personal care or household tasks. Filter by service type and provider ratings. Schedule services at your home or workplace. View provider profiles and read client reviews.
Track projects, schedule tasks, and manage budgets
Manage residential construction projects with unlimited project tracking. Use Gantt charts for scheduling, collaborate via team and client chat, and manage budgets and change orders.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
This app syncs a PhotoFolio website to an iPad, downloading images, video, and text. Downloaded work is editable for client customization, and no internet connection is required.
Manage appointments and walk-ins with real-time scheduling. Clients reserve and track slots via mobile web. Send and receive two-way SMS for each booking. Option to list location in .com directory.