Manage tasks for your contacts

In-app purchases
4.2
120 reviews
10K+
Downloads
Content rating
Everyone
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About this app

Telegram chat: https://t.me/Personizer
Website chat for real-time support (Australian timezone) Link: Personizer.net
Email support: info@personizer.net
Quick guide tutorial: Link: https://personizer.net/quick-guide/
Create better customer relations through a professional Contact tracker and business organizer.

Make your own custom Contacts categories.
✓ Follow up Tasks to do (Call, meetings, deliveries, quotes, follow ups or anything else)
⏰Setup reminders
🗈 Notes for Contacts
🖼Attach photos
📅Send tasks onto your existing Calendar
🎰View all calendars and tasks in one view
💁‍♀️Easy access to the Contacts phone, email, address details.

Ideal for any small or micro business needing a CRM tool for good customer service.

Use any of your existing Contact list to organize everything for your customers. 👍
Put the customer first, and keep a work diary/sales log with an instant CRM tool.

The contact list on your phone is leveraged by Personizer to create a simple way to categorize your information.

It allows Tasks to be created and completed against the Contacts. So all the information is grouped by Contacts.

An example task to do:
“Call them about late payment”
“Send new product info to them”

For example a customer note:
“This person always pays with cash”

The tasks are then completed and moved into the History for this customer.
Whereas Notes are always sticky.

Tasks can be copied straight onto your existing Calendar, so it will work with all your other existing systems and Calendars.
This makes for an easy to operate, all in one small business organizer.

Your Contacts list is still stored within Google, so there is no duplicate system.

The Contacts list easily gives instant access to the Contacts details (email, phone, sms or location) information. Communication is the key to customer relations, and it’s easier when it’s contextual to the task on hand.

This contact centered workflow looks like this:
Contacts -> Notes or Tasks -> Alarm or Calendar.

Simple workflow for customer service, and drills right down to the smallest details, for targeted customer focus. Scheduling can be done via your existing calendar or alarms, and organizing is by existing contacts.

Here are each of the subsystems of how it creates a customer base:
»Contacts profile (phone number, email, SMS, Location) - providing instant Communication relevant to while serving the customer, or driving there (via Contacts address and Google maps)
»Folders & Contacts notes and tasks - keeping Notes and Tasks about customers is instantly on hand, while also knowing what actions you are taking to service them. And providing instant access to past history of tasks.
»Calendar - scheduling your day alongside any other Calendar events that may already exist in your phone's Calendars, because all of these events are easily viewable in one place.

Get started instantly.

Pricing It's free to use up to 3 contacts with tasks. But more than 3 Contacts requires unlocking unlimited Contacts with only a one-time USD$4 fee.

You asked for it, so we added it. Huge new version release now has;
»Search feature
»Integrated Calendar
»Better notes handling
»Better scheduling and some great Contacts integration

Link to Tutorial:
https://personizer.net/quick-guide/?ps or visit http://Personizer.net and tap on Quick Guide from the top menu.

Todo/Job manager, Customer notes, CRM tool -> integrates seamlessly with your existing Contacts and Calendar.

Need more help?
»Within the app, tap the "?" icon, then tap "email us".
»Otherwise the website’s FAQ https://personizer.net/faq/ has common questions. FAQ
Updated on
Sep 4, 2021

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4.2
120 reviews
Khy Cantem
July 24, 2019
One of the best organizing applications I have ever used without a doubt , does everything you want it too no issues and I also have my instant customer list handy as I am a tradesman and require it for managing my clients / contractors with ease, I can use it instantly as I have it as it's saved on my bottom bar next to my messages!
22 people found this review helpful
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Samuel Nemetsky
November 16, 2020
Loving it for reminders seperate from my daily life. I use this app to organize business related tasks. Its been wonderful for keeping me organized and focused so far. It's mentally stimulating knocking out those tasks you make for yourself.
9 people found this review helpful
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Carolina Montiel
November 14, 2020
It allows me to keep on top of my business thanks to the full integration with my contacts and calendars. Is easy to categorize my notes and tasks along with my attachments, excellent job!
8 people found this review helpful
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What's new

Bug fixes and improvements