If you’ve ever signed up for a CRM hoping to feel more organized… only to give up a week later, you’re not alone.
Most CRMs are built for large sales teams, not independent professionals. They’re packed with features like deal pipelines, lead scoring, and campaign automation — great if you’re selling to thousands of people. But what if you work 1-on-1 with clients?
Whether you’re a coach, consultant, psychologist, or lawyer, your needs are different:
- You need to remember what happened in your last session
- You need quick access to notes and documents
- You need to know what to do next
- And you need it fast — before your next meeting starts
That’s why we built ProperNotes.
Instead of managing “leads” in a pipeline, you create a dossier for each client. It’s a smart profile where you can add notes, upload files, track tasks, and even get an AI-generated summary of your last meeting.
No salesy jargon. No unnecessary complexity. Just a calm, clear space to organize every relationship you care about.
🎯 Start with 5 dossiers for free — and feel the difference in your next client meeting.
👉 Try ProperNotes for free