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Customer Events & Records CRM - Contacts Manager

    Customer Events & Records CRM - Contacts Manager icon

    Customer Events & Records CRM - Contacts Manager

    by: 160 8.6

    8.6 Users
    DOWNLOAD  $19.99



    Manage client contacts, notes, appointment and bills anywhere you go with this CRM App. Customise form fields on the Client Page to match your business. Grow by effective customer relationship management and excellent customer service. NO Internet, NO Data Plan, NO Mobile network needed for using the app. Google Calendar, Assistant and WhatsApp integration is available directly from the Client Profile Screen. WhatsApp messaging is also available along with SMS for appointment and billing reminders.

    Email for questions!

    Less Typing and More Tapping offers immediate boost in productivity. Possibilities are unlimited when you create the templates to match your business needs. You client is now in your pocket!

    Useful for Service oriented business professionals such as freelancers, insurance agents, leak detectors, lic agents, real estate brokers, Driving School Instructors, Photographers, Boiler engineers, Electricians, Plumbers, Home Improvement Designers, Dance School, Karate school, Private lessons, Lawn mowers, Snow Removal, Cleaning Services, Tuition classes such as piano, saxophone, music or even yoga, Contractors, Hair Salons, Beauty Parlours, Investment Consultants and Travel Agents, Spa/Tanning centres, Cosmetologists, Massage clinics, Beauticians, Small businesses, Mini or Micro Enterprises, Repair shops, Solo Businessmen, Pest Control Technicians, Investment Agents or Brokers, Cable Operators, Caterer, Bakers, Sellers, Newspaper Stand, entrepreneur, interior designers, Tuitions tracker, baby sitters, Seamstresses, Sole Proprietors, Astrologer, Tarot Reader, Door to Door Salesman, Dog Animal Vet Trainers and more. Efficient, quick, GTD and easy information at your fingertips available to you on the go. You client is now in your pocket with our CRM apps!

    - 100 custom form fields to design your own app.

    - View Historical records and activities entered for the Contact. Import Clients into the App directly from existing device contacts

    - Create Customer Groups for various purposes such as tagging, workflow and more. Send SMS Broadcast to groups. Show grouped customers on the Map so you can optimise your travel or use insights for other business purposes.

    - Schedule events or appointments and view them by day, week, month or year. Remind clients via WhatsApp, 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

    - Broadcast bulk SMS for greetings, emergency messages, special offers etc. Extra charges apply as per your Carrier Plan as the App uses your cell phone SMS plan to send Texts. Needs your permission for SMS.

    - Enable Automatic SMS reminders to prevent no-show appointments.

    - View Nearby Clients on the Map when you are on the GO. Requires location permission.

    - Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records.

    - Export-Import to share data with existing practice applications by uploading and downloading CSV files for your existing system.

    - Backup your data so you can store it safely or transfer it to the other mobile device or PC. Save backups to your choice of Cloud Drive or locally on the device.

    - Google Assistant enabled search.

    - Print or Save HTML or Text formatted data from the app to share.

    - Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due. Keep Easy account balance or ledger tracking for credit, debit or cash. Goodbye calculators as app will compute account balance using old balance and amount paid / due.

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

    - Contact Us - We value your opinion & look forward to build what your needs are. Email us especially before leaving negative feedback. Thanks!

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    Tags: customer event and records , snow plowing contracts templates

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    from 160 reviews