Alter Contacts: Client Notes

iOS app by SenseBeing. Business · SenseBeing

Store rating
0 / 5
Store rating count
0
Download price
Free to download
In-app purchases
Unknown
Version
1.0.1
Listing last refreshed
2026-09-14

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Store description excerpt

Alter Contacts keeps client context, follow-ups, and important changes in one living contact book. CAPTURE WHAT MATTERS After a conversation, leave a voice note. Alter turns it into organized client context and follow-ups for you to review. KNOW WHO NEEDS ATTENTION See which clients need attention today and why, with the relevant history close at hand. KEEP EVERY CLIENT PROFILE ALIVE Connect sources such as Gmail, Google Calendar, and Notion to bring useful updates into the right client profile. STAY IN CONTROL Alter prepares context and next steps. It does not automatically send client-facing messages. Built for advisors, consultants, and other relationship-driven professionals who want client memory without the upkeep of a heavy CRM.

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