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About Client Notes

Your simple CRM for working with clients one-on-one — built for coaches, tutors, trainers, beauty masters, consultants, and freelancers. Keep every client in one place instead of scattering names across notes apps and messengers.For each client you get a clean profile: a timeline of text and voice notes, tags, birthday, and reminders that send notifications so you never miss a follow-up. Track money the easy way — log one-time services as paid or unpaid, sell visit packages, and manage date-based subscriptions, with a dashboard that shows your monthly revenue and top clients.Let AI do the busywork: it reads your notes and builds a structured client summary — who they are, key facts, goals, agreements, and what's still open — which you can turn into a note or a reminder in one tap. Reach clients instantly via call, SMS, WhatsApp, Telegram, or email, import contacts from your phone, set photo, GIF, or emoji avatars, and find anyone with global search.Export your whole client base to PDF or CSV, choose from multiple themes, and use the app in 9 languages. All data is stored privately on your device. Spend less time on admin and more time with your clients.

What’s new

Version 1.0.5 · Updated October 2, 2026

- Find clients with overdue reminders using a new filter. - Combine the filter with search, tags, and sorting to prioritize follow-ups. - Evaluated usage insights and enhanced app responsiveness.

App privacy

The developer, Dylan Cooper, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Client Notes

Looking for apps like Client Notes? Here are 6 similar apps on the App Store. The highest rated is Bookly – Appointment Manager (5.0/5), and all 6 are free to download.

Client Notes vs. alternatives
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