BlokNotes

Every client promise, tracked to resolution

'Can you also look at…' — said in a call, lost by Friday. BlokNotes issues capture every question, request and problem as a record with a type, priority, status and owner, linked to the client and project it belongs to.

Follow-ups accumulate on the issue with dates and notes, so the next time the client calls, the whole history is on one page.

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At a glance

What you get

  • Types: question, issue, request, follow-up
  • Statuses: open, planned, waiting, resolved
  • Priorities: low, medium, high
  • Linked company, contact and project
  • Follow-up history with dates and notes
  • Next follow-up date per issue
  • Resolution notes on close

Capture it before it evaporates

Log an issue in seconds during the call: what kind of request it is, how urgent, who reported it and which project it touches. It immediately appears on the client's page and in your open-issues list.

Follow-ups with dates, not intentions

Each issue carries its follow-up history and a next-follow-up date. Nothing depends on you remembering — the record does the remembering.

  • Chronological follow-up log per issue
  • Waiting status for balls in the client's court
  • Resolution summary written at close

Support without a support tool

For freelancers and small teams, a full helpdesk is overkill. Issues give you the discipline of a ticket system inside the workspace where the actual work happens.

FAQ

Questions about issue tracking

How are issues different from tasks?

Tasks are work you plan to do; issues are things reported or requested that need triage, follow-up and resolution — often by a client. Issues can spawn tasks when work is agreed.

Can I see all open issues for one client?

Yes — issues link to companies and projects, so the client page lists their open and resolved issues alongside meetings, deals and invoices.

Who relies on this

Small agenciesFreelancersDevelopersConsultants

Works together with

CRM & sales pipeline

Companies, contacts, deals and a visual pipeline — without leaving your notes.

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Projects & tasks

Plan projects, track tasks on boards, and keep every decision linked to its notes.

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Meetings & calendar

Meeting notes linked to people and projects, synced with Google Calendar.

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Put issue tracking to work today

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