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- SalesNote: Customer CRM
SalesNote: Customer CRM app analytics for September 15
SalesNote: Customer CRM
- 鹏 杨
- Apple App Store
- Paid
- Productivity
Sales Note is an offline customer and sales record app built for sales and service professionals across real estate, automotive, insurance, finance, fitness, education, beauty, retail, and similar business scenarios.
The app brings customer records, follow-up logs, orders, payments, due amounts, and commission tracking into one clear local workflow, making it easier to manage customer details and business progress on a single device.
You can store customer names, phone numbers, sources, intent levels, needs, and notes, then continue adding follow-up records, next-step dates, and related order information. Customer detail pages help you review connected orders, sales amounts, received payments, and outstanding balances in one place.
Sales Note also includes product record management. Orders can be linked to both customers and products, with due amounts and commission values calculated automatically to reduce manual work. The analytics section gives you a clearer view of sales, payments, balances, and rankings.
The app supports selecting business cards, contracts, and reference images from the system photo library, then keeping them together with customer, follow-up, or order records for later review. All images and business data remain on the device only, with no upload, no sharing, and no cloud sync.
Sales Note is designed around offline use, local storage, and privacy-first operation. There is no account, no advertising, no subscription, and no dependency on network access, making it a practical tool for independent professionals who value speed, clarity, and control over their data.
Feature requests and improvement ideas are welcome. All feedback is reviewed regularly and helps guide future updates:
Or leave your thoughts in an App Store review
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