Customer Notebook

A private notebook for the people you work with.

Keep every customer's details, notes and next steps in one simple place, behind your own account.

Everything you need, nothing you don't

One record per customer

Keep a name, company and free-form notes together so context is never scattered.

Clear next steps

Write down what happens next, and see it right in your customer list.

Find anyone fast

Search across names, companies, notes and next steps.

Private to your account

Every customer belongs to the account that created it. Other users can't view or edit it.