Client Records: CRM, Customer Contacts & Leads App

Description of Client Records: CRM, Customer Contacts & Leads App

CRM Software to manage client contacts, notes, appointments and bills on the go. Calendar, Assistant and messaging integration. SMS and Email notification for appointments and billing reminders. NO Internet, NO Data Plan, NO Mobile network needed. Design your App with custom fields. App works in offline mode on both tablets & phones. Have client in your pocket! Grow your business with effective customer relationship management while on the go.
** We do NOT have access to your private customer data
** Free Trial for 2 weeks
FEATURES
- Mini, Micro B2C Enterprises such as Caterer, Bakers, Sellers, Newspaper stand dealers & distributors can customize database form fields to design their own app
- Create Customer database groups for tagging, labelling, linking clients, workflow stages, etc. Send SMS Broadcast to groups. View Group Client Map to optimize your travel. 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 directly from existing contacts
- Automatic Leads Generation from phone calls. Track leads & prospects
- Automatic Birthday Reminders : Useful to Astrologer, Tarot Reader & Baby sitters
- SMS, Call Automation : Semi-Automatic Welcome SMS, Reply SMS for missed, incoming and outgoing calls. Customize with Business Card or any business information
- Bulk Email : Send Bulk Email to your customers for marketing, servicing, lead generation etc.
- Unlimited number of templates to save typing. Use keywords like @firstname to personalize the message
- Get Automatic Notification of nearby clients when on the road
- Appointment centric businesses like Hair Salons, Beauty Parlors can schedule appointments with calendar sync. Remind clients via instant message app , 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 semi-automatic SMS reminders to prevent no-show appointments
- Broadcast bulk SMS for greetings, emergency messages, special offers and more. 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.
- 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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