How to Keep Track of Clients’ Information
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Have you ever felt like you’re swimming in an endless sea of sticky notes, each with crucial information? Or maybe you’ve had that facepalm moment when you forget pivotal details during a client meeting? You’re not alone. Plenty of professionals (and non-professionals!) aren’t sure how to keep track of clients’ information without encountering obstacles. The worst part is this may have an impact on the clients you serve!
The harsh reality is that you’re only human, and you must take notes to remember the necessary information to do your job. But note-taking can be time-consuming, and organizing your ever-expanding notes can start to feel like a second job.
Fellow human note-takers, we’re happy to present a solution designed just for you. Meet Notehouse, your new partner in information organization. Think of it as a simplified Swiss army knife for note-taking—versatile, budget-friendly, and solid as a rock. It’s easy to learn and use, lets you share info effortlessly, and keeps all your data totally secure.
In this post, we cover how Notehouse works, what makes it special, and why it’s the next simple-yet-revolutionary tool to improve your workflow.
7 Features in Your Digital Rolodex (with a Dash of Fun)
#1: User-Friendly Interface
Picture this: you’re sifting through an ever-growing pile of client information. The stress is mounting, and you’re on the brink of declaring a sticky note state of emergency.
This is where we step in with a friendly interface that gets you from chaos to note-taking champ in just a few clicks. And hey, if our founder’s non-techie social worker mom can master it, we’re confident anyone can be a pro in no time. Upon signing up, you can ask for a demo to walk you and your team members through the ins and outs of the platform.
#2: Narrative Notes
What’s the secret sauce to our easy-to-learn app? It’s all about searchable, sortable, and accessible narrative notes. Narrative notes contain all those precious nuggets about conversations, meetings, and appointments: what happened and when, how it went, and even tidbits like your client’s favorite ice cream flavor.
Think of it as a digital fridge magnet that knows everything about how to keep track of clients’ information. Except, instead of sporting a quirky slogan and holding up a coupon for cheap takeout, this fridge magnet always has the information you’re looking for. It’s always visible, organized, and ready to provide what you need when you need it.
#3: Sharing Info With Your Team
Remember passing notes in class? It might’ve been against the rules back then, but now passing notes is essential to support your team. Our narrative platform lets you share information across your team faster than you can say, “Who took that note?” It’s all about transparency, collaboration, and staying focused on human beings.
Investing in collaboration pays off, too. According to a 2017 study, workers primed to collaborate stuck with their task 64% longer than lone wolves. Meanwhile, workplaces that promote collaboration are five times more likely to be high-performing.
Whether you’re a sales shark, a nonprofit lawyer, or a management maestro, Notehouse helps you share comprehensive client profiles with your team in a secure, simple, and intelligent interface. It’s like handing over a cheat sheet for every client, except this one is encouraged!
#4: The Side Bar
We know what you’re thinking: “But what about those mega-important, must-have-at-all-times details?”
No sweat. We’ve got you covered. With our handy sidebar, vital information stays front and center without the risk of falling off your fridge. And the best part? These sticky notes never lose their stick!
#5: Customizable Tags
While a better notepad can help with those always-pertinent details, you might still yearn for a magic filing cabinet to sort notes for you. With our customizable tag-based system, that’s precisely what you’ll get. YOU decide what you want to track, making sorting cases for reporting and analysis as easy as pie.
The tag feature is unlimited, meaning you can create as many tags as you wish. You can track demographics, outcomes, funders, referrals, and more all in one easy-to-use interface. Think of it as a personal assistant who categorizes and organizes your notes (minus the coffee runs).
#6: Easy Reporting
Speaking of reporting and analysis, Notehouse founder Lauren started several nonprofit organizations, all of which required a lot of data for all sorts of reasons. She’s experienced the stresses and complexities of reporting for different use cases firsthand.
When creating Notehouse, she tried to come up with multiple ways in which users could easily pull reports and track outcomes while still keeping the software simple and affordable. Searching and pulling up the relevant data points is easy thanks to the customizable tags, turning lengthy reporting sessions into a few clicks.
#7: Top-Level Security
As a professional dealing with an enormous amount of private information, you’re probably aware that cybercrime is rising. The FBI reports that 2022 experienced a 49% rise in the dollar amount lost by victims of cybercrime, with phishing schemes (which often use or hunt for personal info) topping the list of threats.
Like you, we’re not blind to our role when handling sensitive information. Notehouse founder Lauren spent a decade representing undocumented immigrants in the US court system, so you better believe security is a top priority for our team!
First, we’ve given you access to management tools to determine who can see notes within your team. That means you can grant different access levels depending on a team member’s role, which will help you maintain compliance with regulations and ensure client privacy.
Second, we’ve reinforced our security posture with authorization monitoring, two-sided encryption models, and regular security audits. These security best practices proactively defend against cyber threats and prevent unauthorized access to your information.
Lastly, we use HIPAA-compliant AWS database servers to securely store all your data. These servers employ best-in-class technology and compliance guidelines, so you can rest assured that your saved information is protected and private.
Taking The First Step in Your Note-Taking Revolution
Our vision is simple: instead of struggling with how to keep track of clients’ information, you should be empowered to engage with clients—human-to-human, one-on-one. We’re all about breaking down the barriers to efficient and effective client management, enabling you to focus on what truly matters: building relationships and delivering value.
We built our friendly and intuitive platform to help you transform how you keep track of people in your life. But we’re more than just a tool; we’re an ally in your journey to better organization and improved productivity. We aim to make your life easier, one note at a time.
Ready to turn your sea of sticky notes into a well-oiled machine? We thought so! Let’s get started.
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