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Client Records:Free CRM, Customer Contacts & Leads

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    Client Records:Free CRM, Customer Contacts & Leads

    by: 718 8.4

    8.4 Users
    rating
    FREE DOWNLOAD

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    Description

    Manage customer relationship while on the go. Timely and customizable communication by SMS automation triggers. NO Internet, NO Data Plan needed. Manage client contacts, notes, appointments and bills on the go with this CRM App. Design & customize your own App. Apps works on both tablets and phones. Automate your small business and have client in your pocket!
    **
    To provide SMS & Call Automation for customer service, App needs your permission to send SMS and to access Call, SMS logs. We do NOT sell and do NOT store your PII/private data on any of our systems. Standard SMS charges from your carrier apply.
    Contact at support@siyamiapps.com for questions
    **
    FEATURES

    - Mini or Micro Enterprises such as Caterer, Bakers, Sellers, Newspaper stand can customize database form fields to design their own app

    - Create Customer Groups for various purposes such as tagging, labeling, linking clients, workflow stages, etc. Send SMS Broadcast to groups. Show Group Client Map to optimize your travel or use location insights to grow your business. Useful for Repair Shops,Seamstresses, Rental Shops etc.

    - Self-employed Freelancers or tutors in the business of teaching Dance, Karate, Piano, Saxophone, Music or Yoga can view historical activities entered for the student contact. Import Clients into the App directly from existing contacts

    - Automatic Leads Generation from phone calls makes easy to track sales leads.

    - Automatic Birthday Reminders can be useful to Astrologer, Tarot Reader & Baby sitters.

    - SMS, Call Automation : Automatic Welcome SMS, Reply SMS for missed, incoming and outgoing calls. Customize with Business Card or any other information that suits your business.

    - Get Automatic Notification of nearby clients when on the road.

    - Appointment centric businesses like Hair Salons, Beauty Parlors can schedule appointments with Google calendar sync. Remind clients via custom WhatsApp, SMS, email or phone call with just a tap

    - In-Call and Post-Call Push Notifications or Popup Windows for convenient access to Quick Actions on new and existing clients.

    - Aesthetician, Beautician or Cosmetologists in Spa/Tanning/Massage clinics, Animal Doctors or Dog trainers can send automatic SMS reminders to prevent no-show appointments

    - Broadcast bulk SMS for greetings, emergency messages, special offers etc. Standard charges may apply as per your Carrier Plan as the App uses your cell phone SMS plan to send Texts. Needs your permission for SMS. Useful for Home Improvement Contractors like Plumbers, Furnace / AC Engineers, Electricians, Lawn Mowers,Snow Removal.

    - Entrepreneurs like Home or Interior Designers,Financial Advisers, Investment Consultants can manage complex projects with many Tasks or To-Dos with Automatic Reminders Notification

    - Sole Proprietors or solo businesses like Tourist CAR Operators, College Guides can do automatic SMS and Call logging with their permission.

    - Map Nearby Clients on the GO for Door to Door salesman and agents or brokers like Insurance, Lic, Real Estate.

    - Photographers, Driving School Instructors and Travel agents can attach photo, audio, video, file or documents for client, project, sales/order/contract etc.

    - Export-Import to share data with existing applications by uploading and downloading CSV files. Useful for providers like Cleaning Services, Leak Detectors, Pest Control Technicians

    - Backup data to store safely or transfer it to the other mobile device, PC or your choice of Cloud Drive.

    - Google Assistant enabled search.

    - Print or Save HTML formatted statements and profile.

    - Bills/Collection and Balance Due Report - Just ONE tap to text, call or email clients with balance due. Keep account balance or ledger tracking for credit, debit or cash. Goodbye calculators as app will compute account balance & amount due.

    - Attach files like PDF, images, statements, invoices, agreements, receipts, documents.

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    Tags: customer and events , customer event and records , customer events and records

    Users review

    from 718 reviews

    "Great"

    8.4