Client Visit Ledger2026

An offline client visit and sales follow-up ledger for salespeople, solo merchants, and small teams. Buy once and use long term.

Client Visit Ledger helps salespeople solve common problems after daily visits: scattered notes, missed follow-ups, and difficult review. You can create local client profiles, record each visit, needs, quote intent, next follow-up date, and deal stage, building a clear sales follow-up ledger.

All data is stored only on your device. No account registration, no sign-in, no internet connection, and no personal data collection are required. It is suitable for field sales, channel maintenance, store client management, B2B business follow-up, and similar workflows.

Key features: Client profiles: record client name, contact person, phone, address, source, level, and notes. Visit records: save visit date, conversation notes, needs, quote intent, feedback, and photo proof by client. Follow-up reminders: set the next follow-up date and filter pending clients by today, overdue, or this week. Sales stages: manage leads, interested clients, quoted clients, closed deals, and paused opportunities. Local search: quickly find history by client, contact, keyword, or stage. Offline export: generate client visit PDFs or text summaries for archiving and reporting.