Pocket Tables template

Simple Client Tracker for iPhone

Keep every client detail in one flexible table.

Use a simple client tracker for iPhone to keep client names, email addresses, status, last calls, and notes together without CRM clutter.

Manual trackingFlexible fieldsReview by status

See it in action

Everything in one clear table.

Add a subscription, keep its details handy, then review recurring costs when it is useful to you.

Sample client tracker

See the tracker at a glance.

Use your own stages, service types, contact fields, and notes.

Client Name	Email	Status	Last Call	Notes	Detail
Maya Chen	maya@northstudio.co	Proposal sent	28 Aug 2026	Brand strategy	New lead
Jon Bell	jon@bellandco.com	Active client	26 Aug 2026	Website refresh	In progress
Sarah Omar	sarah@northline.io	Follow up	21 Aug 2026	Discovery call	Next week
Daniel Reed	daniel@reedworks.com	Lead	19 Aug 2026	Referral introduction	New

Suggested fields

Start with these columns.

Use only the fields that help you make a clearer record.

Client NameTextThe name you use to find a person quickly.

EmailTextKeep a practical contact reference.

StatusDropdownUse the stages that fit your work.

Last CallDateA record of recent contact.

NotesLong textKeep context or next steps.

CompanyTextOptional business name.

ServiceDropdownThe work they need from you.

Next actionTextA simple follow-up reference.

Estimated valueCurrencyOptional project value.

Three quick steps

Set it up your way.

Open Client CRM

Start with the template inside Pocket Tables.

Choose your stages

Use status labels that match your way of working.

Keep short notes

Add a quick update after a call or key message.

Make it yours

Add the details you’ll actually use.

Keep the essentials visible first. Add an extra field only when it makes this tracker easier to use.

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Company nameKeep the business alongside the person.

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Service typeNote the work they need.

→

Next actionKeep a small follow-up prompt.

Estimated valueAdd a useful project reference.

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Contact preferenceRemember how they prefer to talk.

Questions

Good to know before you start.

Pocket Tables keeps the tracker flexible and manual, so you stay in control of the records.

What is a simple client tracker?

It is a flexible table for client names, contact details, status, and the context you want to remember.

Does Pocket Tables send follow-up reminders?

No. The tracker is manual: you add and review the records and dates yourself.

Can I track prospects and active clients together?

Yes. Use Status to distinguish leads, active clients, completed work, or your own stages.

Can I add more client fields?

Yes. Add fields such as company, service, next action, or preferred contact method.

Keep exploring

Pocket Tables

Start with the simple client tracker.

Download Pocket Tables, then open the template inside the app and adjust it for the way you keep records.