To do
- Send two client proposals
- Update the services page
- Plan next month's filings
Smart Notes · a Zivro app
Get It Out of Your Head
Pinned notes and checklists for everything the business needs you to remember, on your phone and next to your clients.
Sound Familiar?
Three things small businesses tell us, and what Smart Notes does about each one.
Ideas end up on scraps of paper
Write it down once, give it a tag, and find it again in seconds.
The same checklist, rewritten every week
Keep checklists you can tick off, for opening up, closing down or preparing for a client.
Important things get buried
Pin what matters today to the top, and archive what is done so the list stays short.
Smart Notes in your workspace
Workspace / Smart NotesMA
For the website
Add client photos, a short story about the team and answers to the questions people always ask.
What You Get
Colour-coded notesGive each kind of note its own colour and spot it at a glance.
TagsLabel notes by client, topic or task and filter down to what you need.
ChecklistsTurn any note into a list you can tick off, one item at a time.
Pinned notesKeep today's priorities at the top of the page.
ArchiveClear finished notes away without deleting them.
Part of your workspaceOne sign-in, in the same place as your website, leads and bookings.
Made for Your Kind of Business
PROFESSIONALSMeeting notes and client to-dos in one place.
SALONS & SPASStock to reorder, offers to plan and looks to post.
DOCTORS & CLINICSClinic checklists and the timings you need to update.
LAWYERS & LAW FIRMSDocument checklists for each kind of matter.
Up and Running Today
- 1
Create your free workspace
Tell us about your business. Your website and your workspace are ready in minutes.
- 2
Switch on Smart Notes
Add it from your list of apps. One sign-in covers your website and every app.
- 3
Use it from your phone
Everything works on the phone in your pocket, so the business keeps moving while you do.
Create my free workspaceAlready have a workspace? Sign in
More Apps in Your Workspace
Each one works on its own. Together they cover the day.
ENQUIRIES THAT SLIP AWAYLead ManagementEvery enquiry in one pipeline, from New to Converted, with categories, priorities, deal values and notes. Capture leads from your website or any other site.See Lead Management >>BOOKING BY PHONE TAGAppointmentsCustomers book open slots on your website. Add team members, working hours and days off. No double bookings, and a reschedule takes two taps.See Appointments >>BUSY ALL DAY, NOTHING FINISHEDWork PlannerSet targets with hours and due dates, then plan each day in time blocks. Progress counts up as the blocks get done.See Work Planner >>
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Prefer that we build it for you? Ask about a fully managed website.