Designed for salesmen, contractors, freelancers and anyone working with clients! Remember client details, plan visits on the map, store important paper documents, keep track of the stuff you've already done with your clients and plan future activities
Adding a new client is easy and straightforward, insert only the fields you need (even just the name). You can add custom fields if the default ones are not enough. You can also add your client while on the go, the GPS will set the location automatically.
You can also assign tags and zones to the clients, search them by name, address or any other field you've inserted or sort them by priority and deadlines.
Plan your visits
Your clients are displayed on the map and they will have a different color based on the urgency of your planned next visit. Green clients are not urgent, yellow are due to expire, reds are expired. Blues have no upcoming schedules. You can get street directions while driving
Keep track of the stuff done with your clients
Each client has its own "event log" which lets you write down small notes, events, reminders, everything you may need to remember and record. Attach tags to the notes and search or filter them exactly as you do for the clients
Online synchronization (PRO ONLINE version)
Keep your data synchronized across multiple devices. Access the online web service where you can manage the clients exactly as you do on the app but using a browser on a standard desktop PC, it works on Windows, MacOSX and Linux
Other features available on the PRO and PRO ONLINE versions
• Migrate all your data on another device moving just 1 single file
• Make backups of all your data and store them safely on another media
• Take pictures of documents, archive them and share them!
• Create sale notes and generate sales reports!
• Import clients from a CSV file
• Search clients by name, phone, address or any other fields. Search notes as well
• Categories for notes
• Integration with Google calendar