Client list /jobs
Phone calls to make
Networking events, client leads or prospects.
Make use of your existing Google contacts to manage info/notes/tasks for whatever you want. Personizer is like a layer on top of your device's contacts to manage a simple database (CRM).
Your Google contacts are stored to your phones Gmail/email account and are used as categories in Personizer.
It's an instant, simple way to manage your client base using your existing contact list. Easy to use and powerful enough to take care of anything that crops up, so as to completely run your small or micro business on the go.
Use it in isolation to track;
New prospects, potential customers or networking opportunities
Both customers and suppliers.
Business administration and BDM.
General tasks, meetings, appointments and things to follow up with.
Great for entrepreneurs and startup businesses.
It removes all the unnecessary frills and gives just the basic essentials to get going instantly or fill it up with as much as you need.
Customer, Subject, Description, photos (5), reminder on a single device using your google / gmail contacts as a CRM.
It can copy Subject to your devices default Calendar aswell.
Free your mind and keep all those day to day customer activities and the info saved in one place.
Set up instantly! As it uses your existing devices Google contacts data to create a powerful and easy customer manager.
Quickly jump over to the contacts phone number, email, SMS, or location as it leverages your phones existing communications to promote customer relations for better customer service. Create happy and satisfied customers with a clear client focus.
A customer centred approach is provided through the easy categorization of Customer -> Tasks/info -> Alarms/Calendar appt.
Please see our FAQ for common questions:
And email us any questions: email@example.com
It’s just like having your own personal secretary everywhere you go.
Personizer has helped a variety of people to get organized. Everyone from the busy small business operator to mobile businesses.
Categorizing all your clients' needs by a person provides an easy overview to see what needs doing, for who and when it’s due. This creates a detailed work log. View your work history to see what has been done previously. Be organized and never forget to bring parts or equipment to a job. Share a copy of the work info with other people so they always know exactly what’s being done.
The Filter view mode shows just what’s on for Today, or Overdue or Not yet due.
When completing a task, the app can send out a notification text message to the client so you don’t waste time having to retype the info or address the message to them. It will address the message, copy the task text, and then you can edit the text message and send it at your leisure.
Drag the Personizer app icon onto the home app bar so it's easy to run each day, and jot down those important things as they come in. Or create new tasks via your SMS or email straight into Personizer as a new task. (Select the text | Tap Share icon | Tap Personizer)
Categorizing the task information with the person's name/photo lets you see who you’re working for and what needs to be done. Finally a good use for that contact's photo.
Create general jobs/tasks such as shopping lists to pick up stuff later.
Or text lists to make sure you’ve packed all the right equipment before heading out. Nothing is worse than arriving at a job site to have to waste time going back to pick something back up.
Customize your list by dragging tasks into any order, set alerts, share tasks to your friends, family or co-workers. Copy the task into a calendar event. Add pictures, add long notes.
Also works as a personal CRM or business organizer.
Does not ever contact your contacts, completely private and you are in control.