Custom Notes and SOAP Notes
Create Custom Notes
Add custom notes, SOAP notes, and documents in your CRM to know your clients better.
Create a client’s profile in digital CRM and add personalized notes to it.
Access notes any time you need them in the future without worrying about losing or misplacing them.
Stored on a 100% cloud platform.
SOAP Notes
If you’re in the medical, paramedical, or massage industry, SOAP notes are an essential component of your business. With Yottled, create unlimited SOAP notes for your clients. Add a new SOAP note for each new appointment and access old notes anytime you need. Everything will be stored on your client’s digital profile.
Documents Uploads
Do you have a file, image, form, document, or record in the physical format? Upload the screenshot or scanned copy in the CRM instantly to make them accessible with ease. Yottled supports pdf, PNG, doc, jpeg, and many other formats.
More sales. More clients. Less overhead.
The only operating system built for service-based businesses.