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Nagging Panda Customer Notes

Keep Track of Every
Conversation & Promise.

Xero App Store Rating

Never lose important customer notes again.

Nagging Panda’s Customer Notes let you record key conversations, link them to invoices, and even set reminders for follow-ups — so you always stay one step ahead.

Why
Customer
Notes
Matter

No More Forgotten Promises

Record what was said, agreed, or promised — right against the customer record.

Faster, Smarter Conversations

Anyone on your team can pick up where you left off, with full context.

 

Stay on Top of Follow-Ups

Set reminder dates so you never miss a critical call or payment chase.

How it works

Create a Note

Add a title, type your note, and link it to a customer and any relevant invoices.

Set Reminders

Choose a date and who on your team should get an email reminder.

Track & Manage

All notes are stored in one table, fully searchable and filterable, so you can quickly find what you need.

Why businesses love it

Team Alignment

Everyone sees the same history and stays on the same page.

#1 Customer Experience

Pick up conversations seamlessly, even across teams.

No Missed Follow-Ups

Automatic reminders keep you on schedule.

Key Features

Nagging Panda Customer Notes

Notes link to customers & invoices

Attach notes directly to specific customers and their invoices for full context.

Reminder Notifications

Select reminder dates and assign follow-ups to team members.

Nagging Panda Customer Notes
Nagging Panda Customer Notes

Searchable Notes Table

Filter by customer, status, date, or invoice. No more digging through emails.

Priced on your annual turnover

Businesses of all sizes can enjoy the benefits of Nagging Panda, the leading accounts receivable management software, with unlimited usage. 

Some Questions and Answers 

Ready to Never Miss Important Details Again?

Stay organized, professional, and always in the loop with every customer.

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