Most client tracking advice for coaches points straight at full-blown CRMs built for sales teams. You end up with pipeline stages, deal values, and lead scoring when all you actually need is: what did we cover last session, what did the client commit to, and when do I follow up? That mismatch is why so many coaches still run their practice out of a notes app and a calendar that don't talk to each other.
A client tracker for coaching and consulting work doesn't need to be complicated — but it does need to be reliable. The right tool captures session notes fast, surfaces them when you need them, and reminds you before a client slips through the cracks. This guide covers what actually matters when picking one, and then shows exactly how TaskLoco fits that bill — starting for free, right now.
What to Look for in a Client Tracker
Before any tool enters the picture, it helps to define what a client tracker actually needs to do for a coaching or consulting practice. The category covers a wide range — from sticky-note systems to full CRMs — but the core job is always the same: make sure nothing about a client is forgotten and nothing falls through the cracks between sessions.
There are three criteria that separate genuinely useful tools from shiny ones:
- Fast capture. If logging a client note takes more than ten seconds, it won't happen consistently. The best trackers are almost frictionless — a title, some notes, maybe a tag. The friction of a full CRM form is exactly why coaches abandon them.
- Reliable follow-up. A client tracker that can't remind you when to follow up is just a journal. Reminders tied directly back to the specific client note — not a generic calendar event — are what close the loop.
- Accessible anywhere, without a steep learning curve. You might be on your phone between sessions, at your desk for deep work, or grabbing a reference from a browser tab mid-call. A tool that only works well in one context is a liability.
Secondary criteria worth considering: file storage for contracts and worksheets, the ability to share notes with a client or co-coach, and search that actually finds what you need across all your clients at once. Price matters too — especially at the start of a practice when you're not yet charging full rates. A free tier that is genuinely usable (not artificially crippled) buys you time to validate the workflow before committing.
How TaskLoco Works as a Client Tracker
TaskLoco is built around sticky notes that can carry as much or as little as you need. For a coaching practice, the natural move is one note per client — or one note per engagement thread. You write session highlights, action items the client committed to, and anything you want to revisit next time. The wall view lets you see every active client at a glance, so nothing goes cold without you noticing.
Two free tiers let you start without spending anything. TaskLoco Lite is a native iPhone and Android app — completely anonymous, no account needed, stores up to 20 notes on your device. If you're tracking a handful of clients and want zero setup friction, this is the fastest possible start. TaskLoco Lite Plus+ is the web app plus Chrome extension — sign in with Google, get up to 30 notes, and sync across every device you use. No reminders or file attachments at this tier, but the cross-device sync and Chrome extension (which captures any webpage as a note in one click) make it genuinely useful for research-heavy consulting work.
The Chrome extension deserves a special mention for consultants who do a lot of research. One click on any webpage saves it as a note with the URL, title, and any text you highlight. If you're building a brief for a client or tracking industry sources, this alone saves meaningful time every week.
For coaches with more than 30 active clients, or anyone who needs reminders and file storage, TaskLoco Premium removes every limit: unlimited notes, 10GB file storage for contracts and worksheets, calendar view, team sharing, and reminders that fire as push notifications straight to your phone and computer — each one deep-linking back to the exact note it came from, so you open the reminder and land right inside that client's thread.
Reminders and Files: The Features That Actually Run a Practice
Two features separate a real client tracker from a glorified notepad: reminders and file storage. TaskLoco Premium has both — and the way reminders work is worth understanding before you settle for anything less.
When you set a reminder on a note, it fires as a push notification to your phone and your computer. Tap it, and you land directly inside that client's note — not on a generic to-do list, not on a home screen, but inside the exact context you need. For a coach, that means tapping a reminder two minutes before a session and landing right in the notes from last week. That's the difference between a reminder that helps you prepare and a reminder that just makes noise.
Optional email notifications are available as an additional channel. SMS is available as an add-on if you want a text message backup on top of push notifications. You choose the channels that fit your workflow — the push notification is always the core.
File attachments mean your contracts, intake forms, worksheets, and client-submitted documents live inside the same note as your session history. No switching to Dropbox to find last month's signed agreement. Premium includes 10GB of file storage, with additional storage tiers available if your practice generates a lot of files. Everything is attached directly to the relevant client note — find the client, find the file.
Team sharing in Premium works cleanly: share a note and the recipient can clone it and make it their own. No permissions maze, no access levels to configure. If you co-coach with a partner or hand off a client to a colleague, the note travels with them. It works the same way you'd forward an email — the other person gets a full copy they can work with independently.
How TaskLoco Compares
| Feature | TaskLoco | Generic CRM / Client Tracking Tools |
|---|---|---|
| Free tier available | Two free tiers — Lite (20 notes, no sign-in, native app) and Lite Plus+ (30 notes, synced, web + Chrome extension) FREE | Most CRM tools offer a limited free plan with heavy feature restrictions or contact caps |
| Note-based client tracking | Each client gets their own sticky note — session history, action items, files, and reminders in one place | CRM tools use contact records and deal stages designed for sales pipelines, not coaching sessions |
| No account required | Lite is fully anonymous — no email, no password, no sign-in ever FREE | Virtually all client tracking tools require account creation |
| Cross-device sync | Lite Plus+ and Premium sync across all devices via browser; Lite is device-only with no sync FREE | Most tools sync across devices on paid plans; some free tiers restrict devices |
| Reminders | Premium: push notification reminders that deep-link back to the exact client note; optional email and SMS add-on | Many tools offer reminders on paid plans; quality and integration vary widely |
| File attachments | Premium: 10GB included, files attached directly to the client note; expandable storage tiers available | File storage often requires a higher-tier paid plan or separate integration |
| Team / co-coach sharing | Premium: share any note; recipient clones it and owns it — no permissions or access levels to configure | Team features typically require the most expensive plan tier |
| Chrome extension | One-click webpage capture saves URL, title, and highlighted text as a note — free with Lite Plus+ FREE | Rare in client tracking tools; usually requires a third-party integration like Zapier |
| Calendar view | Premium: full calendar view of all notes with dates and reminders | Calendar views common in CRM tools but often cluttered with pipeline data irrelevant to coaches |
| Full-text search | Premium: search across all notes and attachments instantly | Most tools offer search; quality varies by plan |
| Native mobile app | Lite is native on iPhone and Android (anonymous, 20 notes, no sync); Lite Plus+ and Premium run in the mobile browser | Many dedicated CRM and client tracking tools offer full-featured native mobile apps on paid plans |
| Setup time | Lite: under 60 seconds, no account. Lite Plus+: sign in with Google, done. Premium: same, with immediate access to all features FREE | CRM onboarding typically involves pipeline setup, field configuration, and import steps |
| Gantt charts / project timelines | Not available — TaskLoco is note and task focused | Many project management and CRM tools offer Gantt or timeline views |
| Pipeline / deal-stage tracking | Not a CRM — no pipeline stages or deal values | CRM tools are built specifically for pipeline management |
| API / third-party integrations | Limited integrations; not designed as a workflow automation hub | Most CRM platforms offer extensive APIs and native integrations |
| 7-day free trial (Premium) | Full Premium trial, no charge until day 8, cancel anytime | Trial length and terms vary widely by tool |
| Per-person pricing clarity | One clear price per person — no seat tiers, no minimums, no hidden per-seat add-ons | Many tools use tiered per-seat pricing that escalates with team size or feature needs |
Who Should Use Each
Use TaskLoco if…
- You're a coach or consultant who wants to track clients with notes and reminders — not a full CRM
- You need file attachments for contracts and worksheets attached directly to each client's note
- You want reminders that deep-link back to the exact client note, not a generic calendar ping
- You're starting out and want a genuinely usable free tier before committing to a paid plan
- You co-coach or work with an associate and need to share client notes without complex permissions
- You do research-heavy consulting work and want a Chrome extension that captures webpages as notes in one click
- You want one simple per-person price with no seat-tier complexity
Use Generic CRM / Client Tracking Tools if…
- You need a full sales CRM with pipeline stages, deal values, and lead scoring built in
- Your practice requires Gantt charts, project dependencies, or formal milestone tracking
- You need deep API integrations with a large existing software stack
- Your firm has enterprise security or compliance certification requirements
- You need a full-featured native mobile app with all premium features — not just device-local note storage
TaskLoco Premium is regularly $9.99/month per person. Right now, charter members can lock in 50% off the regular price — forever. That means $4.99/month per person today. And if our price ever goes up, you still pay half. Always.
Code CHARTER50 auto-applies at checkout. First 500 spots only — once they're gone, this offer is gone permanently. Act fast while spots last.
Every Premium subscription includes unlimited notes, 10GB file storage, reminders, calendar, and team sharing. Each team member requires a separate subscription. 7-day free trial — no charge until day 8. Cancel anytime.
Free Options: TaskLoco
TaskLoco Lite
- Native iPhone & Android app
- Completely anonymous — no sign-in
- Data stays on your device
- Up to 20 notes
- Free forever
TaskLoco Lite Plus+
- Web app + Chrome extension
- Sign in with Google
- Wall syncs across all devices
- Up to 30 notes
- Free forever
Lock In 50% Off — Forever
7-day free trial. No charge until day 8. CHARTER50 auto-applies at checkout.
🔒 Lock In My Charter SpotSee TaskLoco in Action
Frequently Asked Questions
Is TaskLoco really free for tracking coaching clients?
Yes — two tiers are permanently free. TaskLoco Lite is a native iPhone and Android app: no account, no sign-in, up to 20 notes stored on your device. TaskLoco Lite Plus+ is the web app and Chrome extension: sign in with Google, up to 30 notes synced across all your devices. Neither free tier expires or converts to a trial. Reminders, file attachments, unlimited notes, and team sharing require Premium.
How do I organize one client per note in TaskLoco?
Create one sticky note per client — give it the client's name as the title. Inside, log session highlights, action items they committed to, questions for next time, and any files like intake forms or signed agreements. The wall view shows all your active clients at once, so you can see at a glance who's active, who's overdue for a follow-up, and what's coming up next.
Does TaskLoco send reminders for client follow-ups?
Premium does, yes. Set a reminder on any client note and it fires as a push notification to your phone and your computer. The notification deep-links back to the exact note it came from — tap it and you land inside that client's thread, ready for the call or the follow-up email. Optional email notifications and an SMS add-on are available as extra channels if you want backup delivery.
Can I attach contracts and intake forms to client notes?
Yes, with Premium. Files are attached directly to the relevant client note — not stored in a separate folder somewhere else. Premium includes 10GB of file storage, and additional storage tiers are available if you need more. Every file is one tap away from the session notes it belongs with.
Can I share client notes with a co-coach or business partner?
Yes, with Premium. Share any note and the recipient gets a full clone they can work with independently — no permissions to configure, no access levels to set. It works like forwarding an email: they get their own copy and can edit, add to, or reorganize it however their workflow requires.
What is the TaskLoco charter offer and how do I get it?
$9.99/month per person (currently $4.99/month per person for first 500 charter members with code CHARTER50)
Is TaskLoco better than a CRM for coaching and consulting?
For most coaches and consultants, yes — because a CRM is optimized for sales pipelines, not session-based relationships. TaskLoco is built around notes, which maps naturally to how coaching work actually runs: one client, one thread of notes and files and reminders that grows over time. You spend zero time configuring pipeline stages or deal values, and all that time actually tracking your clients. If you need pipeline management or Gantt charts, a CRM is the right fit. If you need a clean, fast place to track every client without CRM overhead, TaskLoco is the right fit.
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