But if you’re a coach, consultant, therapist, or freelancer managing ongoing relationships, you may find Monday.com too complex for your needs.

Let’s compare Monday.com and Proper, and explore why many solo professionals are switching to a more focused, client-first tool.

What is Monday.com?

Monday.com is a team-oriented project management tool. You can build boards, assign tasks, automate workflows, and visualize project timelines.

It’s incredibly flexible — but that also means you’ll spend time:

• Building client boards from scratch
• Customizing columns and filters
• Trying to track session history inside a task list

For most client-facing professionals, Monday becomes more tool than solution.

What is Proper?

Proper is a purpose-built tool for professionals who meet with clients regularly — whether in coaching, therapy, consulting, or freelancing.

Instead of trying to turn projects into people, Proper gives you:

• A clean, dedicated dossier for each client
• Session notes, AI summaries, and to-dos all in one place
• The ability to upload files, track progress, and follow up
• One-click PDF exports and sharable links

It’s everything you need to stay on top of a client relationship — and nothing you don’t.

Monday.com vs Proper: What’s the Real Difference?

Feature	Monday.com	Proper
Built for 1:1 client work	Team/project focus	100% client-first
Easy client history tracking	Requires board customization	Timeline built into each dossier
AI summaries & insights	Not available	Native & automatic
Time to set up	Medium–High	Instant
Report/export options	Spreadsheet or PDF export	Dossier export in 1 click
Who it’s for	Teams & agencies	Solo professionals + micro-teams

Why Proper Makes More Sense for Client-Based Professionals

Monday is great for collaborating across tasks.
Proper is built to help you remember, organize, and follow up with your clients — simply and effectively.

If you’re wasting time building boards, dashboards, and workspaces just to keep up with clients, Proper gives you back control.

No setup. No clutter. Just clarity.

Try Proper — The Clean Alternative to Monday.com for Client Work

Start free. No templates. No learning curve.
Just one place for all your client notes, tasks, and files.

https://propernotes.com

But if you’re a coach, therapist, consultant, or freelancer — someone who works directly with individual clients — ClickUp might feel like too much.

Let’s compare ClickUp and Proper, and help you decide which is better for managing client-focused work.

What is ClickUp?

ClickUp is designed to manage everything from task lists and sprints to documents and dashboards. It’s extremely feature-rich, with time tracking, goal setting, reminders, and team chat all in one place.

But for solo professionals managing client notes and relationships, ClickUp has a few challenges:

• It requires a lot of setup and customization
• It’s task-first, not relationship-first
• Notes, documents, and context are spread across different views

What is Proper?

Proper is purpose-built for people who work 1-on-1 with clients — like coaches, therapists, legal advisors, and consultants.

It creates a smart dossier for every client, where you can:

• Take notes across sessions
• Upload and attach documents
• Track to-dos
• Let AI summarize insights and follow-ups
• Export clean PDFs or share links

No project boards. No confusing permissions. Just a clean, structured client memory.

ClickUp vs Proper: Which One Fits Your Workflow?

Feature	ClickUp	Proper
Ideal use case	Team/project management	Solo professionals with clients
Client relationship tracking	Manual setup required	Built-in dossier system
AI summaries & insights	Not native	Integrated by default
Time to onboard/setup	High	Very low
Notes + tasks per client	Possible but cluttered	Clean and structured
Sharing client updates	Complex permissions	One-click PDF/link export

Why Proper Is Better for Client-Facing Work

If you’re managing relationships — not tasks — Proper is a better fit.
It’s a relationship tool, not a project management platform.

With Proper, you don’t need:

• Templates
• Folders
• Nested lists
• “Workspaces” inside “spaces” inside “tasks”

You just open a profile… and everything is there.

Try Proper — Simpler Than ClickUp, Built for Client Work

Proper is for real professionals who need clarity, not clutter.

Try it free, no setup required →
https://propernotes.com

Let’s compare Trello and Proper — and why many professionals are switching.

What is Trello?

Trello is a Kanban-style task manager. You can create boards to manage workflows, organize content, or assign tasks in teams. It’s great for managing things like content calendars or software sprints.

But managing client relationships in Trello quickly becomes clunky:

• You have to build custom boards for every client
• Notes and files get buried in comments
• No built-in way to see client history over time

What is Proper?

Proper is a focused tool designed for professionals who meet with clients regularly. Each client has a smart dossier — a clean space that holds:

• Session notes
• Attached documents
• To-dos and action items
• AI-generated summaries
• Downloadable and shareable reports

No board-building. No manual setup. Everything organized by client — instantly.

Trello vs Proper: Feature Breakdown

Feature	Trello	Proper
Client relationship tracking	Requires manual setup	Built-in, ready to use
Per-client structure	Create a board for each one	Dossier per client by default
AI summaries and memory	None	Integrated & automatic
Session-to-session tracking	Requires checklists	Automatically structured
PDF/report export	Not built for this	One-click dossier export
Ideal for	Projects	People

Why Use Proper Instead of Trello?

Trello is fantastic for managing tasks and workflows — not client conversations, context, or follow-ups.

Proper is built for people who manage relationships — with clarity, memory, and structure.

If you’re spending more time organizing Trello than remembering your clients, it’s time to try Proper.

Try Proper — The Client Dossier Tool

Ditch the boards and folders.
Try Proper free and see how it changes the way you work with clients:
https://propernotes.com

Let’s compare Evernote and Proper to see which is better suited for managing client relationships.

What is Evernote?

Evernote is a classic note-taking app that helps you capture text, links, checklists, images, and more. It’s excellent for personal organization, general research, and saving things across devices.

But when it comes to structured client management, Evernote becomes a bit… messy.

You can create notebooks and tags, sure — but everything else is manual, and there’s no client structure built in.

What is Proper?

Proper is a lightweight tool built specifically for professionals who manage multiple clients. With AI support and a simple interface, Proper helps you create smart client dossiers that include:

• Notes from every session
• Files and documents tied to that client
• Actionables & follow-ups
• Timeline view of your relationship
• Shareable or downloadable reports

It’s designed to replace 3+ tools with one calm, focused space.

Evernote vs Proper: Key Differences

Feature	Evernote	Proper
Built for client management	No	Yes, 100% focused on it
Structure per client	Manual notebooks/tags	Dedicated client dossiers
Session-to-session continuity	Hard to track	Timeline-based by default
AI support	None	Summaries, tasks, memory cues
Shareable client reports	Limited (manual)	One-click PDF/link export
Notes + to-dos in one place	Somewhat	Fully integrated

Why Switch from Evernote to Proper?

Evernote is great for ideas.
Proper is better for people.

If you meet with clients regularly and need to stay on top of what was said, what’s next, and how to follow up — Proper gives you a faster, clearer way to do that.

No tags, no stacks, no clutter.
Just one view for every client — organized and ready.

Try Proper — Built for Client Relationships

Proper is the modern alternative to generic note apps.

It’s for professionals who want to work smarter, not messier.

Try it free at: https://propernotes.com

Let’s break down the difference between Notion and Proper — and why many professionals are switching.

What is Notion?

Notion is a popular all-in-one workspace. You can create documents, databases, calendars, and dashboards to manage anything from project planning to journaling. It’s beloved for its flexibility.

But that flexibility comes at a cost: setup time, maintenance, and complexity.

What is Proper?

Proper is a lightweight, AI-powered tool built specifically for people who work 1-on-1 with clients. Think: coaches, consultants, therapists, legal advisors.

It helps you create smart client dossiers — a clear, structured view of every client that includes:

• Notes from sessions
• Uploaded files
• To-dos & follow-ups
• AI-generated summaries
• Shareable and downloadable reports

No templates, no setups — just clarity.

Notion vs Proper: The Key Differences

Feature	Notion	Proper
Client-specific focus	General-purpose	Built for client relationships
Setup required	Requires templates	None — works out of the box
AI summaries & insights	Limited via plugins	Built-in AI summaries & tasks
Note-taking speed	Can be slow to navigate	Quick, focused & structured
File organization per client	Manual	Auto-attached to each dossier
Ready-to-share client reports	Manual formatting	One click PDF/Link export

Why Choose Proper Over Notion?

If you’re spending too much time organizing your workspace instead of serving your clients, Proper is the smarter move.

• No more building dashboards or creating templates
• You get instant structure, AI support, and shareable client views
• It’s designed around the way real professionals work — not just data or docs

Try Proper — Built for Client Work

You don’t need a second brain.
You need a clear, organized view of each client — always ready when you are.

Try Proper free today: https://propernotes.com

Whether you’re a coach, consultant, therapist, or advisor, keeping track of what was said in your last session — and what to do next — is hard to manage in a wiki.

Let’s compare Confluence and Proper, and why Proper might be a better fit for your work.

What is Confluence?

Confluence, by Atlassian, is a collaborative workspace and documentation tool. It’s powerful for organizing internal knowledge bases, procedures, and shared team docs.

But when you’re meeting clients regularly, you don’t need a wiki — you need a timeline.

With Confluence, every client requires:

• Custom pages and templates
• Manual linking between notes
• Separate to-do lists and reminders
• A lot of setup time

It can feel like overkill.

What is Proper?

Proper is a lightweight tool built for professionals who meet 1-on-1 with clients. With Proper, every client has a structured, smart dossier that holds:

• Meeting notes and session recaps
• AI-generated summaries and action items
• Attached files (PDFs, docs, voice notes)
• Searchable timelines
• Exportable & shareable dossiers

It’s the client-focused version of Confluence, without the complexity.

Confluence vs Proper: How They Compare

Feature	Confluence	Proper
Built for client meetings	Team collaboration focus	1-on-1 client relationships
Session timeline tracking	Manual	Auto-structured per client
AI summaries and to-dos	Plugins required	Built-in
Setup time	Medium–high	Low — ready in minutes
Report & PDF export	Manual or styled pages	One-click PDF
Ease of use for solo professionals	Too heavy	Minimal, focused UX

Why Proper Works Better Than Confluence for Client Work

Confluence is great for documenting processes.
But Proper helps you remember people — their goals, their progress, and what matters next.

It’s ideal for:

• Coaches running 1:1 sessions
• Therapists tracking weekly conversations
• Consultants needing to send reports or updates

No more templates. No more guessing where you wrote it down.

Try Proper — The Simpler Alternative to Confluence

If you’re looking for a lighter, smarter way to manage your client notes, give Proper a try.

Zero setup
Built for relationships
Free to start

Try Proper now at propernotes.com

But if you’re a coach, therapist, consultant, or freelancer, you’re not managing tasks — you’re managing people. And Asana isn’t built for that.

Let’s break down the difference between Asana and Proper, and why Proper is a better fit for professionals who meet with clients regularly.

What is Asana?

Asana helps teams plan and track projects using task lists, deadlines, milestones, and calendars. It’s highly effective for coordinating team-based workflows.

But when it comes to tracking a client relationship, Asana lacks:

• A per-client structure
• A place to store session notes
• Integrated summaries or insights
• A quick view of past conversations and upcoming follow-ups

To make Asana work for client sessions, you’ll end up over-customizing tasks and tagging everything — which creates noise instead of clarity.

What is Proper?

Proper is designed for professionals who meet 1:1 with clients and want a better way to remember, organize, and follow up.

Every client has a smart dossier where you can:

• Add session notes (free text or uploads)
• Automatically get summaries and actionables via AI
• Upload relevant files
• Export or share the dossier in one click
• View a full timeline of the relationship

Proper is built around people — not projects.

Asana vs Proper: Side-by-Side Comparison

Feature	Asana	Proper
Best for	Teams and projects	Solo or client-facing work
Built for 1:1 clients	No	Yes
Session note-taking	Possible via subtasks	Fast & natural
AI-powered follow-ups	No AI	Auto-generated
Timeline view of client history	None	Built-in
Export/share client info	Manual copy/export	One-click PDF or link
Setup time	Medium to high	Almost zero

Why Choose Proper Over Asana?

If you’re spending more time organizing tasks than understanding your clients, you’re using the wrong tool.

Proper doesn’t ask you to create systems or templates. It just gives you:

• Clear notes
• Actionables
• Structure
• A complete client picture — in seconds

Try Proper — The Simpler Alternative to Asana for Client Work

No clutter. No learning curve. Just peace of mind.

Start free today at:
https://propernotes.com

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

Memory.

When you remember what a client told you last time… when you follow up on what they care about… when you reference their goals without them repeating it — that’s when trust deepens.

But let’s be honest — keeping that mental log for every client, every session, every detail? It’s impossible to do manually.

That’s where ProperNotes comes in.

Imagine having a living client memory for every person you work with.

• See everything you’ve ever discussed
• Add notes after each session
• Upload relevant documents
• Set follow-up tasks
• And get a smart summary that updates in seconds

Your mind stays clear. Your sessions stay focused. And your clients feel truly seen.

“You remembered that?!”
That’s the kind of client reaction ProperNotes helps you create.

Whether you’re a coach, therapist, or sales professional — you’ll never scramble before a call again.
Try it free and experience the power of client memory

If you work closely with fewer, high-value clients… you don’t need customer management.
You need relationship intelligence.

Enter the client dossier — the clean, modern way to track your client history, conversations, goals, and next steps all in one place.

Here are 5 professionals already switching from messy notes to smart dossiers:

1. Coaches & Mentors
Track sessions, capture goals, monitor progress — all organized per client. Plus, see a timeline of every interaction.

2. Psychologists & Therapists
Store session notes securely, upload consent forms, and generate summaries of client progress (optional AI support).

3. Consultants & Strategists
Keep every discussion, deliverable, and meeting note in one place. Share read-only links with clients for alignment.

4. Sales Reps & Freelancers
Track deals, flag follow-ups, and prepare better for your next call. Replace 3 tools with one organized system.

5. Lawyers & Legal Advisors
Store documents, contracts, notes, and tasks for each client — with advanced privacy and timeline views.

ProperNotes turns every client into a clear, actionable profile. No more last-minute prep. No more lost notes. Just a smarter way to work with people.

Start for free. Get organized fast.