Notes
Create notes the easy way. Track your insights from the start and customize as you go, without complex pipelines or confusing features.
Remember every client, friend and follow-up with one simple CRM
Keep notes after every call, set reminders for follow-ups, and turn the work you repeat into workflows. Built for small-medium businesses and busy people.
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Powerful features
Designed to be used daily
Simplicity at our core, no complicated pipelines. Lattney's personal CRM can adapt to your needs, for business and/or personal use. Add notes, tasks, create projects, and more!
Contacts & Companies
One place to access them all.
Private notes
Write down important details.
Tasks
Create reminders for follow-ups.
Custom fields
Fit your needs with personalization.
Groups
Categorize based on your criteria.
MCP
Ask AI for anything in Claude or ChatGPT.
Alerts & Notifications
Daily & Weekly Email Notifications
Stay informed with daily and weekly emails about pending tasks and upcoming birthdays, helping you make timely adjustments and avoid forgetting important details. Turn each email on or off and customize to fit your needs.
- You have 3 tasks due today
- You have 1 birthday today
- You have 2 overdue tasks
Anywhere
Manage contacts the simple way
Lattney helps individuals and small businesses to manage their daily interactions. Customize and adapt Lattney to your needs and goals.
User friendly design
Lattney was designed from the ground up to be intuitive, easy-to-use and powerful. Simplicity at our core.
Mobile access
Lattney is a cloud-based personal CRM that you can use on the go with any device: computer, tablet or your mobile!
Private & Secure
Lattney is engineered with industry best practices. Security and privacy are a core feature.
- Your data is always encrypted
- Your data is always available just to you
Productivity
Managing contacts shouldn't be complicated
Effortlessly take control of all your professional and personal interactions, create tasks, notes, and groups; all from your CRM.
Tasks
Create tasks for each contact or company. Manage your tasks efficiently so you never forget anything important.
Your network, neatly filed
Stay connected in a busy world. Build meaningful relationships while effortlessly achieving your goals with Lattney. Manage your colleagues, providers, clients, family and friends, all in one place.
Personal or business
One CRM for your own contacts or your whole company
Lattney is simple enough for one person to learn in a day, and solid enough for a team to run their business on.
For personal use
Keep friends, family and your own clients in one place. Add a note after a call, get a reminder before a birthday, and find any contact in seconds.
For business
Give your team one place for every client: tasks and notes, workflows for the work you repeat, documents kept on the right record, and a history of who did what and when.
Getting started
Up and running in three steps
Import your contacts
Easily import multiple contacts, upload a spreadsheet, or add them manually.
Write a note or a task
Save what you talked about, and set a date to follow up.
Sort them into lists
Put clients, friends or providers in their own list so you can find them fast.
Testimonials
Why customers love us ❤️
“As a busy professional, Lattney has become my tool for staying on top of everything. It's super simple to use and I was up and running in no time.”
Henry G.
“I can finally track effortlessly and remember everything about my contacts. Smooth and stress-free!”
Diego B.
“Lattney has been an invaluable tool for me. It ensures I never miss any important details, and it's very easy to use.”
Marina C.
“Really quite simple to use, feels very natural and intuitive. Has all of the tools and capabilities I need in a CRM ”
Rick C.
FAQ
Lattney FAQs: Everything You Need to Know
Quick answers to the most common questions about using Lattney for personal and professional contact management.
What is Lattney?
Lattney is a personal CRM (Customer Relationship Management), or as we like to call it, a Digital Rolodex. It helps you organize your personal and professional contacts and relationship details, without complicated or confusing features. Lattney is easy to use and has a clean, simple design. From contacts to notes and tasks, you can manage everything from home 🏡, the office 🏢, or on the go 📱.
What's a personal CRM?
A personal CRM (customer relationship management) is a software that helps individuals manage interactions and the information of their contacts. While CRM systems are commonly associated with businesses, personal CRMs are designed primarily for personal use, but they can also be a great tool for managing your professional connections.
Can I use Lattney for work and personal contacts?
Yes. Lattney is built for flexible contact management, so you can keep your business network and personal connections organized without juggling multiple tools.
How is Lattney different from other CRMs?
Unlike traditional CRMs, Lattney is lightweight, making it super easy to use. Designed for individuals and small teams, it includes task management, notes, and a clean clutter-free interface. We like to say simplicity is at our core, because you won’t feel overwhelmed while learning a new tool; Lattney is very intuitive.
Do I need technical skills to use Lattney?
No. Lattney is beginner-friendly. You can get started in minutes, no training or setup complexity.
How secure is my data in Lattney?
Your data is stored securely with encryption. Only you control your contact information and communications.
Connected
Unlock your full potential and get more done
Simple enough to learn in a day, structured enough to run your business on.
- Create tasks in seconds. Quick access and organized by all the filters you want and/or need.
- Stay productive. Gain control over your personal and/or business goals more efficiently.
- Repeatable workflows. Turn the work you repeat into clear steps, each with its own owner.
- Team collaboration. Improve team coordination of information and documentation.
- Start from a template. Change the steps and fields to match the way your team already works.
- Ask AI. Look up a client, log a note or set a follow-up without leaving your AI assistant.
WORKFLOWS + CRM
One platform. All your workflows.
- No credit card required
- Fast and easy onboarding