SalesNote: Customer CRM
鹏 杨 Productivity iPhoneiPadiPod touch
SalesNote: Customer CRM is a paid Productivity app for iPhone and iPad by 鹏 杨. Requires iOS 18.6. Updated September 20, 2026.
- Price
- 1.99 USD
- on the App Store
- Size
- 3 MB
- Age 4+
- Updated
- Sep 20
- 2026 · v2.0
Screenshots
About SalesNote: Customer CRM
Sales Note is a fully offline customer and sales management tool for people who sell: real estate, auto, insurance, finance, fitness, education, clinics, restaurants, retail, home services, travel, electronics, apparel and more. It keeps the whole chain — customer, product, follow-up, order, payment, commission — on one phone. No sign-up, no internet needed, and every record stays on your device. CUSTOMER PROFILES Capture name, phone, gender, source, intent level, business category, needs, follow-up status, custom group and notes, plus a customer or business-card photo. Filter the list by status, intent, category, group and reminders, or multi-select customers to open a group SMS in one tap. PRODUCTS AND PLANS Keep your products or plans with name, description, cost, price, commission rate, notes and an image. Orders link to a product, and commission is calculated from the rate automatically. FOLLOW-UPS Log each contact with method (call, WeChat, meeting, showing, other), content, date, owner and extra notes, then schedule the next follow-up. Local notifications remind you on time, and overdue customers are highlighted on the home screen and in lists. ORDERS AND PAYMENTS Enter deal price, amount received, deal date and payment plan; outstanding balance and commission are calculated for you. Orders attach to a specific customer and product, so each customer page shows their deal and payment history. ANALYTICS AND COMMISSION Review deals, payments, outstanding balances and commission for this month or all time, with a ranking view — no more manual spreadsheets for commission. EXPORT AND BACKUP Export customers, products, follow-ups, orders, performance and outstanding balances as CSV, one data set at a time or all at once. Files are UTF-8 encoded and open cleanly in Excel and WPS. SEARCH AND SHORTCUTS The home screen offers global search across customers, products, follow-ups and orders. Common actions sit on the home screen, so adding a customer, logging a follow-up or creating an order is one tap away, and every customer row can log a follow-up, call or text directly. LANGUAGES AND PRIVACY Available in Simplified Chinese, Traditional Chinese, English, Japanese and Korean, following your system language or switchable manually. The app has no account, no cloud sync, no network requests, no ads, no subscription and no in-app purchases. It requests read-only photo library access only to pick business cards, contracts and receipts, and never writes to or modifies your library. Feature ideas and feedback are always welcome and are reviewed for future updates: Email: [email protected] Or leave your thoughts in an App Store review
What’s new
Version 2.0 · Updated September 20, 2026
Sales Note 2.0 is here, focused on reaching every module faster and entering data with fewer steps. What's improved: Orders and payments now have their own tab, one tap from the bottom bar Settings moved to the top-right of the home screen Global search on the home screen finds customers, products, follow-ups and orders at once Home screen to-dos are now tappable: due customers, reminders and your most recent customer The add-customer screen keeps the essentials up front, with gender, category, needs and photos under "More Details" Every customer row now has quick actions: log a follow-up, call or send a message CSV export and backup moved to "More" on the home screen The app still works fully offline with no account, no ads and no subscription. All data stays on your device. Suggestions and improvement ideas are always welcome: You can leave suggestions in an App Store review
App privacy
The developer, 鹏 杨, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| SalesNote: Customer CRM | – | 1.99 USD | September 20, 2026 | |
| Modrift | – | Free | Aug 19, 2026 | Compare |
| Markdown Lite | – | Free | Jun 22, 2026 | Compare |
| Markdown My Words | – | Free | Sep 16, 2026 | Compare |
| Tertiary Markdown | 1.0 / 5 (1) | Free | Jun 30, 2026 | Compare |
| StreakMate——Keep Streaks Alive | – | 2.99 USD | Sep 7, 2026 | Compare |
| Goalden - Goal & Habit Tracker | 5.0 / 5 (2) | Free | Sep 1, 2026 | Compare |