Alter Contacts: Client Notes

The easiest way to keep track of your clients.

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.