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BestNotes is a web application which resides on servers at In order to connect to the server, users must download and install the BestNotes Client.

  • For a list of non-compatible devices & minimum requirements, click HERE.

  1. Navigate to
  2. From the Downloads tab (click Here), select the appropriate client. 

  • See Microsoft Windows or Mac OS X below for remaining download instructions.

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Microsoft Windows
Click Play button

  • Click Save File when prompted by your browser (Chrome, Firefox, Internet Explorer).
    • The downloaded file can be found in your browser’s or Windows Download folder or Documents folder.

  • Run the installer.
  • Click Yes when prompted by the User Account Control.
  • Click Yes when prompted to install BestNotes CRM on your computer.
  • After it opens, follow the prompts by clicking Next.
  • After the installation is successful, click Finish.
  • An icon will appear on the Desktop and the Start Menu.
  • See Logging In (Click HERE) to connect to BestNotes.

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Mac OS X

Click Play button

Unidentified Developer Message? See instructions at the end of this section.

  • Firefox should give the option to Open with [ (default)] or Save File. Choose to Open.
  • Safari will automatically download the file, but may give the following warning:

  • Click Continue to Save/Open
  • For older Macs and after opening the BestNotes.dmg file, Finder will display a new BestNotes disk image in the left pane with an eject button next to it. Click on the BestNotes disk image to display the BestNotes Application icon.




  • To install the application drag it to Applications

  • Eject the BestNotes disk.
  • Open the Applications folder and drag the BestNotes icon to your dock. It can now be launched by clicking on the dock icon.

If you receive a message stating "BestNotes can't be opened because it is from an unidentified developer" please follow these steps to run:
  • Navigate to the Applications folder




  • Right-click (or control-click) on BestNotes and choose Open.

  • If needed, Click the "Open" button at the next dialog warning to launch BestNotes.
  • BestNotes will now run from Applications and/or if dragged down to the Dock

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Not supported but if you are comfortable with Linux:
  • Download the Windows Client
  • Click on the download and select open with -> Wine.  

  • Wine will install BestNotes providing them with an icon on the desktop.

  • See Logging In to connect to BestNotes. 

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