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Improving Customer Relationships and Team Efficiency With Client Notes

Introducing Client Notes by LinkedPhone


LinkedPhone is passionate about bringing you the most innovative products and features possible. Today, we are proud to announce the introduction of Client Notes for iPhone and Android. Client Notes lets you see key information about the caller on your iPhone screen before the call is answered.

While Client Notes may be new in to most small businesses, it is familiar technology in the world of call centers. For example, when you call to activate your credit card, before the operator answers, the system already knows that you are calling to activate your card based on the phone number you dialed. In addition, from your caller ID, the system was able to pull up your profile on the agent screen. Now all the agent needs to do is confirm the last four digits of your credit card. Voila, your card is activated.

Client Notes by LinkedPhone is a dialog box that automatically appears on your smartphone when receiving an incoming call. The dialog box displays information about the caller, including, caller name, menu option, last time they called, and your Client Notes on any prior conversation. Imagine the time saved when your team members don’t have to spend the first few minutes of the call getting customers to spell out their last names and repeat the previous conversation to a new team member answering the call. Client Notes empowers you with the information you need for seamless client interactions.

Client Notes enable you to jot down notes, reminders, customer requests, and preferences on-call or off-call in our mobile app. When your phone rings, all Client Notes about your caller automatically pop up on the app. It’s easy. We can’t wait for you to try it.

A Powerful Customer Experience


It’s no secret that good customer relationship management (CRM for short) drives customer retention and business growth. LinkedPhone keeps everyone on your team aligned and ‘in the loop’ so that everyone operates as one cohesive unit. Let’s say a customer calls in about the status of a shipment. You can jot this down in Client Notes and add a reminder to send a shipment notification. If this customer calls in again and speaks with a different team member, she will see that there is a Client Note on the customer. She can quickly skim Client Notes to continue a seamless flow of conversation. “Ah yes. I see that you called in yesterday about the status of your delivery. Your order was shipped out yesterday. You should receive it in the next couple of days.” No more guessing with whom the client spoke or what was discussed.

Integration To Back-End System


For well-established businesses that already have a system in place with customer information, integration is often necessary for a successful Client Notes implementation. We got you covered! We have already helped many companies integrate their customer information systems with Client Notes. Our developers are standing by to help with your integration. If you would like to find out more information about our services, please email us your requirements to [email protected].

About LinkedPhone


The world is changing. The way we work is changing. LinkedPhone is designed to free businesses from the limitations of traditional business phone systems. We empower modern professionals to work from anywhere. We serve small businesses, start-ups, entrepreneurs & mobile teams with professional-grade tools once only available to large corporations. We believe in simple, honest, and transparent pricing. We are passionate about the small business community. We are LinkedPhone.

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