SalesNote: Customer CRM

Sales Note is a fully offline customer and sales management tool for people who sell: real estate, auto, insurance, finance, fitness, education, clinics, restaurants, retail, home services, travel, electronics, apparel and more.

It keeps the whole chain — customer, product, follow-up, order, payment, commission — on one phone. No sign-up, no internet needed, and every record stays on your device.

CUSTOMER PROFILES
Capture name, phone, gender, source, intent level, business category, needs, follow-up status, custom group and notes, plus a customer or business-card photo. Filter the list by status, intent, category, group and reminders, or multi-select customers to open a group SMS in one tap.

PRODUCTS AND PLANS
Keep your products or plans with name, description, cost, price, commission rate, notes and an image. Orders link to a product, and commission is calculated from the rate automatically.

FOLLOW-UPS
Log each contact with method (call, WeChat, meeting, showing, other), content, date, owner and extra notes, then schedule the next follow-up. Local notifications remind you on time, and overdue customers are highlighted on the home screen and in lists.

ORDERS AND PAYMENTS
Enter deal price, amount received, deal date and payment plan; outstanding balance and commission are calculated for you. Orders attach to a specific customer and product, so each customer page shows their deal and payment history.

ANALYTICS AND COMMISSION
Review deals, payments, outstanding balances and commission for this month or all time, with a ranking view — no more manual spreadsheets for commission.

EXPORT AND BACKUP
Export customers, products, follow-ups, orders, performance and outstanding balances as CSV, one data set at a time or all at once. Files are UTF-8 encoded and open cleanly in Excel and WPS.

SEARCH AND SHORTCUTS
The home screen offers global search across customers, products, follow-ups and orders. Common actions sit on the home screen, so adding a customer, logging a follow-up or creating an order is one tap away, and every customer row can log a follow-up, call or text directly.

LANGUAGES AND PRIVACY
Available in Simplified Chinese, Traditional Chinese, English, Japanese and Korean, following your system language or switchable manually. The app has no account, no cloud sync, no network requests, no ads, no subscription and no in-app purchases. It requests read-only photo library access only to pick business cards, contracts and receipts, and never writes to or modifies your library.

Feature ideas and feedback are always welcome and are reviewed for future updates:
Email: [email protected]
Or leave your thoughts in an App Store review