Customer Events & Records CRM
500 - 1,000 downloadsAdd this app to your lists
Email us at email@example.com for your questions and suggestions!
Possibilities are unlimited when you create the templates to match your business needs. Useful for Service oriented business professionals such as Driving School Instructors, Photographers, Boiler engineers, Electricians, Plumbers, Home Improvement Designers, Dance School, Karate school, Private lessons, Lawn mowers, Snow Removal, private classes such as piano or music or even yoga, Contractors, Hair Salons, Beauty Parlors, Investment Consultants and Travel Agents, Spa/Tanning centers, Massage centers, Beauticians, Small businesses, Investment agents or Brokers, Cable Operators, Caterer, Bakers, sellers, newspaper stand, entrepreneur, interior designers, Tuitions tracker, baby sitters etc. Efficient, quick, GTD, CRM and easy information at your fingertips available to you on the go. You client is now in your pocket!
- Add, update, delete, search clients, events on the go for effective Customer Relationship Management.
- Color Themes available for skin or background and buttons.
- Boost productivity by creating your own custom templates for commonly used scenarios to save repeat typing.
- View History.
- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records.
- Goodbye calculators as app will compute account balance using old balance and amount paid / due.
- Use dictations , voice or speech to text via voice enabled keyboard if supported by your device.
- Export-Import to share data with existing practice applications by uploading and downloading CSV files. Its perfect for bulk or mass data upload to/from your existing system.
- Schedule events or appointments and view them by day, week, month or year. Remind clients via SMS, email or phone call with just ONE tap. App even pre-fills the message for you that you can customize as you please. Supports Google calendar sync on most devices. Efficient Customer Relationship Management.
- For peace of mind, Backup your data so you can store it safely or transfer it to the other mobile device or PC.
- Restore your database from the previous backup.
- Take Photo
- Print or Save HTML or Text formatted data from the app to email or to SD Card so you can Print it or Transfer to your PC or other tablets or other apps.
- Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due.
- Detailed HELP
- SALE for limited time
- Contact Us - We value your opinion and seek your advice for implementing future features. Email us especially before leaving negative feedback. Thanks!
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Tags: joede, snow plowing contracts templates, customer event and records.
View Record and Statement Fixes
Complete User Interface Redesign to Support Tablets.
Addition of More Templates
Get Contacts from Address Book
Tap to Call and SMS or Email
Contact firstname.lastname@example.org for help