BossNote - CRM

BossNote is a people-management notebook that helps you keep track of customers, members, and clients — along with consultation, visit, and call records.

■ People management

• Register customers, members, and clients

• Manage contacts and notes

• Organize with tags

• Search and filter

■ Records

• Write consultation notes

• Track visit records

• Attach photos

• View records by person

• Search across records

■ Caller info on incoming calls

• See customer info even for unsaved numbers

• Review recent consultations and records

• No need to save to personal contacts

• Never miss important customer details

■ Works across many industries

• Small business owners

• Self-employed professionals

• Academies and education centers

• Clubs and communities

• Gyms and membership-based businesses

• Insurance and sales teams

• Real estate consultancies

BossNote makes people management and record-keeping simple and convenient.

💻 Also available on PC

Web version: https://app.bossnote.hnksoft.com

For a full overview and how-to guides, visit our website.

Website: https://bossnote.hnksoft.com/en