But if you’re a coach, consultant, therapist, or freelancer managing ongoing relationships, you may find Monday.com too complex for your needs.
Let’s compare Monday.com and Proper, and explore why many solo professionals are switching to a more focused, client-first tool.
What is Monday.com?
Monday.com is a team-oriented project management tool. You can build boards, assign tasks, automate workflows, and visualize project timelines.
It’s incredibly flexible — but that also means you’ll spend time:
- Building client boards from scratch
- Customizing columns and filters
- Trying to track session history inside a task list
For most client-facing professionals, Monday becomes more tool than solution.
What is Proper?
Proper is a purpose-built tool for professionals who meet with clients regularly — whether in coaching, therapy, consulting, or freelancing.
Instead of trying to turn projects into people, Proper gives you:
- A clean, dedicated dossier for each client
- Session notes, AI summaries, and to-dos all in one place
- The ability to upload files, track progress, and follow up
- One-click PDF exports and sharable links
It’s everything you need to stay on top of a client relationship — and nothing you don’t.
Monday.com vs Proper: What’s the Real Difference?
| Feature | Monday.com | Proper |
|---|---|---|
| Built for 1:1 client work |  Team/project focus | 100% client-first |
| Easy client history tracking | Requires board customization | Timeline built into each dossier |
| AI summaries & insights | Not available | Native & automatic |
| Time to set up |  Medium–High |  Instant |
| Report/export options |  Spreadsheet or PDF export | Dossier export in 1 click |
| Who it’s for |  Teams & agencies |  Solo professionals + micro-teams |
Why Proper Makes More Sense for Client-Based Professionals
Monday is great for collaborating across tasks.
Proper is built to help you remember, organize, and follow up with your clients — simply and effectively.
If you’re wasting time building boards, dashboards, and workspaces just to keep up with clients, Proper gives you back control.
No setup. No clutter. Just clarity.
Try Proper — The Clean Alternative to Monday.com for Client Work
Start free. No templates. No learning curve.
Just one place for all your client notes, tasks, and files.
But if you’re a coach, therapist, consultant, or freelancer — someone who works directly with individual clients — ClickUp might feel like too much.
Let’s compare ClickUp and Proper, and help you decide which is better for managing client-focused work.
What is ClickUp?
ClickUp is designed to manage everything from task lists and sprints to documents and dashboards. It’s extremely feature-rich, with time tracking, goal setting, reminders, and team chat all in one place.
But for solo professionals managing client notes and relationships, ClickUp has a few challenges:
- It requires a lot of setup and customization
- It’s task-first, not relationship-first
- Notes, documents, and context are spread across different views
What is Proper?
Proper is purpose-built for people who work 1-on-1 with clients — like coaches, therapists, legal advisors, and consultants.
It creates a smart dossier for every client, where you can:
- Take notes across sessions
- Upload and attach documents
- Track to-dos
- Let AI summarize insights and follow-ups
- Export clean PDFs or share links
No project boards. No confusing permissions. Just a clean, structured client memory.
ClickUp vs Proper: Which One Fits Your Workflow?
| Feature | ClickUp | Proper |
|---|---|---|
| Ideal use case | Team/project management | Solo professionals with clients |
| Client relationship tracking | Manual setup required | Built-in dossier system |
| AI summaries & insights | Not native | Integrated by default |
| Time to onboard/setup | High | Very low |
| Notes + tasks per client | Possible but cluttered | Clean and structured |
| Sharing client updates | Complex permissions | One-click PDF/link export |
Why Proper Is Better for Client-Facing Work
If you’re managing relationships — not tasks — Proper is a better fit.
It’s a relationship tool, not a project management platform.
With Proper, you don’t need:
- Templates
- Folders
- Nested lists
- “Workspaces” inside “spaces” inside “tasks”
You just open a profile… and everything is there.
Try Proper — Simpler Than ClickUp, Built for Client Work
Proper is for real professionals who need clarity, not clutter.
Try it free, no setup required →
https://propernotes.com
Let’s compare Trello and Proper — and why many professionals are switching.
What is Trello?
Trello is a Kanban-style task manager. You can create boards to manage workflows, organize content, or assign tasks in teams. It’s great for managing things like content calendars or software sprints.
But managing client relationships in Trello quickly becomes clunky:
- You have to build custom boards for every client
- Notes and files get buried in comments
- No built-in way to see client history over time
What is Proper?
Proper is a focused tool designed for professionals who meet with clients regularly. Each client has a smart dossier — a clean space that holds:
- Session notes
- Attached documents
- To-dos and action items
- AI-generated summaries
- Downloadable and shareable reports
No board-building. No manual setup. Everything organized by client — instantly.
Trello vs Proper: Feature Breakdown
| Feature | Trello | Proper |
|---|---|---|
| Client relationship tracking | Requires manual setup | Built-in, ready to use |
| Per-client structure | Create a board for each one | Dossier per client by default |
| AI summaries and memory | None | Integrated & automatic |
| Session-to-session tracking | Requires checklists | Automatically structured |
| PDF/report export | Not built for this | One-click dossier export |
| Ideal for | Projects |  People |
Why Use Proper Instead of Trello?
Trello is fantastic for managing tasks and workflows — not client conversations, context, or follow-ups.
Proper is built for people who manage relationships — with clarity, memory, and structure.
If you’re spending more time organizing Trello than remembering your clients, it’s time to try Proper.
Try Proper — The Client Dossier Tool
Ditch the boards and folders.
Try Proper free and see how it changes the way you work with clients: https://propernotes.com
Let’s compare Evernote and Proper to see which is better suited for managing client relationships.
What is Evernote?
Evernote is a classic note-taking app that helps you capture text, links, checklists, images, and more. It’s excellent for personal organization, general research, and saving things across devices.
But when it comes to structured client management, Evernote becomes a bit… messy.
You can create notebooks and tags, sure — but everything else is manual, and there’s no client structure built in.
What is Proper?
Proper is a lightweight tool built specifically for professionals who manage multiple clients. With AI support and a simple interface, Proper helps you create smart client dossiers that include:
- Notes from every session
- Files and documents tied to that client
- Actionables & follow-ups
- Timeline view of your relationship
- Shareable or downloadable reports
It’s designed to replace 3+ tools with one calm, focused space.
Evernote vs Proper: Key Differences
| Feature | Evernote | Proper |
|---|---|---|
| Built for client management | No | Yes, 100% focused on it |
| Structure per client | Manual notebooks/tags | Dedicated client dossiers |
| Session-to-session continuity | Hard to track | Timeline-based by default |
| AI support | None | Summaries, tasks, memory cues |
| Shareable client reports | Limited (manual) | One-click PDF/link export |
| Notes + to-dos in one place | Somewhat | Fully integrated |
Why Switch from Evernote to Proper?
Evernote is great for ideas.
Proper is better for people.
If you meet with clients regularly and need to stay on top of what was said, what’s next, and how to follow up — Proper gives you a faster, clearer way to do that.
No tags, no stacks, no clutter.
Just one view for every client — organized and ready.
Try Proper — Built for Client Relationships
Proper is the modern alternative to generic note apps.
It’s for professionals who want to work smarter, not messier.
Try it free at: https://propernotes.com
]]>Let’s break down the difference between Notion and Proper — and why many professionals are switching.
What is Notion?
Notion is a popular all-in-one workspace. You can create documents, databases, calendars, and dashboards to manage anything from project planning to journaling. It’s beloved for its flexibility.
But that flexibility comes at a cost: setup time, maintenance, and complexity.
What is Proper?
Proper is a lightweight, AI-powered tool built specifically for people who work 1-on-1 with clients. Think: coaches, consultants, therapists, legal advisors.
It helps you create smart client dossiers — a clear, structured view of every client that includes:
- Notes from sessions
- Uploaded files
- To-dos & follow-ups
- AI-generated summaries
- Shareable and downloadable reports
No templates, no setups — just clarity.
Notion vs Proper: The Key Differences
| Feature | Notion | Proper |
|---|---|---|
| Client-specific focus | General-purpose | Built for client relationships |
| Setup required | Requires templates | None — works out of the box |
| AI summaries & insights | Limited via plugins | Built-in AI summaries & tasks |
| Note-taking speed | Can be slow to navigate | Quick, focused & structured |
| File organization per client | Manual | Auto-attached to each dossier |
| Ready-to-share client reports | Manual formatting | One click PDF/Link export |
Why Choose Proper Over Notion?
If you’re spending too much time organizing your workspace instead of serving your clients, Proper is the smarter move.
- No more building dashboards or creating templates
- You get instant structure, AI support, and shareable client views
- It’s designed around the way real professionals work — not just data or docs
Try Proper — Built for Client Work
You don’t need a second brain.
You need a clear, organized view of each client — always ready when you are.
Try Proper free today: https://propernotes.com
]]>Whether you’re a coach, consultant, therapist, or advisor, keeping track of what was said in your last session — and what to do next — is hard to manage in a wiki.
Let’s compare Confluence and Proper, and why Proper might be a better fit for your work.
What is Confluence?
Confluence, by Atlassian, is a collaborative workspace and documentation tool. It’s powerful for organizing internal knowledge bases, procedures, and shared team docs.
But when you’re meeting clients regularly, you don’t need a wiki — you need a timeline.
With Confluence, every client requires:
- Custom pages and templates
- Manual linking between notes
- Separate to-do lists and reminders
- A lot of setup time
It can feel like overkill.
What is Proper?
Proper is a lightweight tool built for professionals who meet 1-on-1 with clients. With Proper, every client has a structured, smart dossier that holds:
- Meeting notes and session recaps
- AI-generated summaries and action items
- Attached files (PDFs, docs, voice notes)
- Searchable timelines
- Exportable & shareable dossiers
It’s the client-focused version of Confluence, without the complexity.
Confluence vs Proper: How They Compare
| Feature | Confluence | Proper |
|---|---|---|
| Built for client meetings | Team collaboration focus | 1-on-1 client relationships |
| Session timeline tracking | Manual | Auto-structured per client |
| AI summaries and to-dos | Plugins required | Built-in |
| Setup time | Medium–high | Low — ready in minutes |
| Report & PDF export | Manual or styled pages | One-click PDF |
| Ease of use for solo professionals | Too heavy | Minimal, focused UX |
Why Proper Works Better Than Confluence for Client Work
Confluence is great for documenting processes.
But Proper helps you remember people — their goals, their progress, and what matters next.
It’s ideal for:
- Coaches running 1:1 sessions
- Therapists tracking weekly conversations
- Consultants needing to send reports or updates
No more templates. No more guessing where you wrote it down.
Try Proper — The Simpler Alternative to Confluence
If you’re looking for a lighter, smarter way to manage your client notes, give Proper a try.
Zero setup Built for relationships Free to start
But if you’re a coach, therapist, consultant, or freelancer, you’re not managing tasks — you’re managing people. And Asana isn’t built for that.
Let’s break down the difference between Asana and Proper, and why Proper is a better fit for professionals who meet with clients regularly.
What is Asana?
Asana helps teams plan and track projects using task lists, deadlines, milestones, and calendars. It’s highly effective for coordinating team-based workflows.
But when it comes to tracking a client relationship, Asana lacks:
- A per-client structure
- A place to store session notes
- Integrated summaries or insights
- A quick view of past conversations and upcoming follow-ups
To make Asana work for client sessions, you’ll end up over-customizing tasks and tagging everything — which creates noise instead of clarity.
What is Proper?
Proper is designed for professionals who meet 1:1 with clients and want a better way to remember, organize, and follow up.
Every client has a smart dossier where you can:
- Add session notes (free text or uploads)
- Automatically get summaries and actionables via AI
- Upload relevant files
- Export or share the dossier in one click
- View a full timeline of the relationship
Proper is built around people — not projects.
Asana vs Proper: Side-by-Side Comparison
| Feature | Asana | Proper |
|---|---|---|
| Best for | Teams and projects | Solo or client-facing work |
| Built for 1:1 clients | No | Yes |
| Session note-taking | Possible via subtasks | Fast & natural |
| AI-powered follow-ups | No AI | Auto-generated |
| Timeline view of client history | None | Built-in |
| Export/share client info | Manual copy/export | One-click PDF or link |
| Setup time | Medium to high | Almost zero |
Why Choose Proper Over Asana?
If you’re spending more time organizing tasks than understanding your clients, you’re using the wrong tool.
Proper doesn’t ask you to create systems or templates. It just gives you:
- Clear notes
- Actionables
- Structure
- A complete client picture — in seconds
Try Proper — The Simpler Alternative to Asana for Client Work
No clutter. No learning curve. Just peace of mind.
Start free today at: https://propernotes.com
Most CRMs are built for large sales teams, not independent professionals. They’re packed with features like deal pipelines, lead scoring, and campaign automation — great if you’re selling to thousands of people. But what if you work 1-on-1 with clients?
Whether you’re a coach, consultant, psychologist, or lawyer, your needs are different:
- You need to remember what happened in your last session
- You need quick access to notes and documents
- You need to know what to do next
- And you need it fast — before your next meeting starts
That’s why we built ProperNotes.
Instead of managing “leads” in a pipeline, you create a dossier for each client. It’s a smart profile where you can add notes, upload files, track tasks, and even get an AI-generated summary of your last meeting.
No salesy jargon. No unnecessary complexity. Just a calm, clear space to organize every relationship you care about.
Start with 5 dossiers for free — and feel the difference in your next client meeting. Try ProperNotes for free
Most people would say: being reliable, being present, and delivering results. And they’re right. But there’s another layer — one that’s subtle but powerful:
Memory.
When you remember what a client told you last time… when you follow up on what they care about… when you reference their goals without them repeating it — that’s when trust deepens.
But let’s be honest — keeping that mental log for every client, every session, every detail? It’s impossible to do manually.
That’s where ProperNotes comes in.
Imagine having a living client memory for every person you work with.
- See everything you’ve ever discussed
- Add notes after each session
- Upload relevant documents
- Set follow-up tasks
- And get a smart summary that updates in seconds
Your mind stays clear. Your sessions stay focused. And your clients feel truly seen.
“You remembered that?!”
That’s the kind of client reaction ProperNotes helps you create.
Whether you’re a coach, therapist, or sales professional — you’ll never scramble before a call again.
Try it free and experience the power of client memory
If you work closely with fewer, high-value clients… you don’t need customer management.
You need relationship intelligence.
Enter the client dossier — the clean, modern way to track your client history, conversations, goals, and next steps all in one place.
Here are 5 professionals already switching from messy notes to smart dossiers:
1. Coaches & Mentors
Track sessions, capture goals, monitor progress — all organized per client. Plus, see a timeline of every interaction.
2. Psychologists & Therapists
Store session notes securely, upload consent forms, and generate summaries of client progress (optional AI support).
3. Consultants & Strategists
Keep every discussion, deliverable, and meeting note in one place. Share read-only links with clients for alignment.
4. Sales Reps & Freelancers
Track deals, flag follow-ups, and prepare better for your next call. Replace 3 tools with one organized system.
5. Lawyers & Legal Advisors
Store documents, contracts, notes, and tasks for each client — with advanced privacy and timeline views.
ProperNotes turns every client into a clear, actionable profile. No more last-minute prep. No more lost notes. Just a smarter way to work with people.
Start for free. Get organized fast.