ClientiApp - Client management

Clientiapp

In-app purchases

About this app

A powerful CRM app for salesman, self employed, and in general anyone who need to manage clients. Client registry, maps, GPS navigation, activity logs, paper document archiving.

Customer registry
Adding a new customer 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 customers while on the go, the GPS will set the location automatically.
You can also assign tags and zones, search by name, search by address or any other field you've specified.

Plan your visits
Find your customers on the map and get street directions to them

Keep track of all the things you've done with your customers

Each customer has its own "activity log" in which you can write small notes, events, reminders, everything you may need to remember and record. You can also take picture of paper documents

Online synchronization (PRO ONLINE version)

Keep your data synchronized across multiple devices. Access the online web service via any modern browser where you can manage the customers exactly as you do on the app

Other features available on the PRO and PRO ONLINE versions

• Migrate all your data on another device moving just one 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 customers by name, phone, address or any other fields. Search notes as well
• Categories for notes
• Integration with your calendar app

Ratings and reviews

I have the PRO version. Good app for organizing client locations and individualized notes per visit. Would like it more efficient on multiple selections and have manipulatory options for multiple contacts at once, and the ability for 'placement memory' on previous page (after returning from a clients file, it brings you back to the top of list). This would not be good for businesses with 200+ clientele. But it's effective, love the map layout and the ability to import directly from contacts.

I have tested nearly every CRM out there and i HATE THEM for charging a monthly fee - what you only find out after you have registered with them. Clienti was the first app i found that i can use without the need of a registration, though there is such an option where you can pay 4 EUROS per month to backup your data, what i do not need and like but that is my own opinion. One main reason why i do not wanted to register with the other big CRM players is the data - nobody knows that they do with the data that you enter and specially the amount of money and sensitive contact information. And they also lack, just like clienti a bit, in having no "open" import or export option. Thats obvious because they do not want you to move from one service to other and take your data with you. Otherwise i love the ClientiApp, though these few things might be hopefully changed in the near future: IMPORT FUNCTION To import your data you need to upload a CSV file to the clienti website. As i mentioned above, i want my data to be secure and kept with me. MANUAL There is a "Group" option where you can create a group but i have not found out what this is good for.

The app is easy to use and is a great way of being able to keep notes on your clients. I would have given 5 stars if there was a way to export client records to a spreadsheet - especially for collecting email addresses.