Client records
- Contact name, business name, phone, email, and website
- Search across every field
- Edit or delete a client at any time
Status updates with stages
- Each update is saved with a date and time
- Mark it Beginning, Mid, or Hot
- The newest update sets the client's current stage
Notes and voice notes
- Written notes for background and preferences
- Voice notes recorded in the browser, with an optional label
- Play any voice note back from the client page
Reminders and dashboard
- Set a reminder date on any update
- See follow-ups due today or earlier on the dashboard
- Filter the client list by stage or by due follow-ups
Security basics
Passwords are stored as one-way hashes. Each account sees only its own clients, and voice recordings are served only to the account that made them.
Common questions
Can I record a voice note from my phone?
Yes, if your browser allows microphone access. Recording works from the client page.
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