CRM Software App

SentientIT America, LLC

Enthält Werbung

Über diese App

CRM business software app helps to manage daily business activities easily.
It includes essential tasks like inquiries, Appointments, Invoices, Payment, Contract, Time, Task and Project management features

Key features of the app:
Can add customer inquiry details and view them.

Can make and oversee appointments; ideal for booking particularly including new tasks and events. The appointments might be seen utilizing month to month, daily view and integrate scheduled appointments with Google Calendar.

Can track paid and unpaid payments, the invoices can be sent to customers in word template or PDF template or excel file template. The customers can make payment online using this app.

It allows adding new contract and modifying existing contract details. Business can define their service offerings.

Add new staff to work on tasks and assign special access permissions and services for each staffer.

Can download data in PDF, CSV and Excel formats

The customers can be added and managed their requirements through task management and project management features.

We recommend loading the app for the first time in a wi-fi area so that all data is retrieved.