I have been trialing many different apps, PM systems, digital notes, etc. trying to find the best method for keeping track of multiple client accounts and their projects. I would ideally like something compatible with iPad, as it’s the easiest tool to transport with me. My struggles vary on each app… ClickUp is the team’s PM tool, but it’s NOT made for use on iPad/mobile.

How do you keep track of account notes and projects on the go?

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