Contact Note

Softworks Build

About this app

ContactNote is the CRM for field professionals: surveyors, architects, construction companies, sales agents and representatives, installers, and freelancers. Organize contacts, notes, and jobs without wasting time switching between your address book, emails, and scattered folders.

Everything you need in a single app
ContactNote, the CRM for field professionals, helps you avoid wasting time juggling address books, emails, and scattered folders.

- Professional address book, always with you: Save last names, roles, addresses, emails, and phone numbers with custom tags. Import contacts directly from your phone’s address book—even multiple contacts at once.
- Never miss a commitment: Create color-coded, tagged notes (phone calls, emails, meetings, etc.), link them to contacts or jobs, set deadlines, and find them instantly in your agenda.
- Every job, organized: Create "jobs" for each project, featuring an integrated file manager for documents and photos, linked contacts, and team collaboration tools.
- All commitments at a glance: View notes by date on a monthly calendar—never miss an important deadline again.

Anyone who works with contacts needs ContactNote.
Originally created for construction professionals, ContactNote—the CRM for field professionals—is suitable for anyone managing professional relationships on the job site.

📐 Surveyors and Architects
Manage clients, construction sites, and technical documents in one app. Keep every job’s files and every contact easily accessible.

🦺 Site Managers and Safety Coordinators (CSE)
Keep track of everyone involved in the project. Notes, deadlines, and documents are always up-to-date and accessible.

🏢 Construction Companies
Organize suppliers, subcontractors, and clients. Link every contact to ongoing projects, keeping documents and notes up to date.

💼 Sales Agents & Reps
View clients on a map, plan visit routes, and track every meeting with notes and follow-ups.

🔧 Tradespeople & Installers
Manage jobs by client and store photos and documents for every project completed. Everything right at your fingertips.

📊 Freelancers & Professionals
A simple yet powerful CRM for independent professionals. No complications, no enterprise subscriptions.

What’s new

Improvements and refinements to Contact Note CRM continue. Contacts, notes, and jobs. All in one app. Organize contacts, notes, and jobs without wasting time between address books, emails, and scattered folders. Contact Note CRM is the perfect app for those working in the field! Functional and versatile, it adapts to anyone managing business relationships.