Client Note Keeper

Client Note Keeper

By David Kooistra

  • Category: Business
  • Release Date: 2017-07-11
  • Current Version: 2.0
  • Adult Rating: 4+
  • File Size: 16.41 MB
  • Developer: David Kooistra
  • Compatibility: Requires iOS 10.0 or later.
Score: 4.5
4.5
From 9 Ratings

Description

USE CLIENT NOTE KEEPER TO: - Organize your clients - Create custom information categories for each client - Dictate or type notes for each client meet-up/session - Use passcode protection to keep notes secure - Share notes through email in the app - Log in with TouchID - Stay prepared for meetings with clients - Remember your previous encounters and sessions - Track progress of your clients - Share client information with coworkers and advisors - Backup client notes to personal email account using the email export feature PEOPLE WHO USE CLIENT KEEPER: - Consultants - Therapists - Hair dressers - Sales teams - Medical Professionals - Contractors - Teachers - Authors - Coaches - Tutors - etc.

Screenshots

Reviews

  • Love the Program

    4
    By BC46553377
    I have been hunting for an app that I can do an easy log of clients. I work for a local fire department, and receive referrals from the crews and police officer, who are on a call for a patient or citizen that needs additional resources. This allows me a quick search by last name. Often I am out of the office when a case comes in and I can quickly log in and add it to my list. Question, is there a way to export the data to excel?
  • Great App

    5
    By AlCapow
    I use this app all the time. It's simple, secure, and just does what I need it to. Since I got it I've used it everyday I've met with a client. Everything is kept up to date and at the meeting if I need to note something in particular I can email it right away to whoever I need it to go to. It just makes everything easy.

Comments

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