Client Records -CRM for Customer Contacts & Events

Manage client contacts, notes, appointment and bills anywhere you go with this CRM App. Customise form fields on the Client Page to match your business. Grow by effective customer relationship management and excellent customer service. Apps works in offline mode. Compatible to tablets and phones. NO Internet, NO Data Plan, NO Mobile network needed for using the app. Deep integration with Google Calendar and WhatsApp messaging is available directly from the Client Profile Screen. WhatsApp messaging is also available along with SMS for appointment and billing reminders.
Email support@siyamiapps.com for questions!
Less Typing and More Tapping offers immediate boost in productivity. Possibilities are unlimited when you create the templates to match your business needs. You client is now in your pocket!

FEATURES

- 100 custom form fields to design your own app.

- Boost productivity by creating your own custom templates for commonly used scenarios to save repeat typing.

- View Historical records entered for the Contact. Import Clients into the App directly from existing device contacts

- Schedule events or appointments and view them by day, week, month or year. Remind clients via WhatsApp, SMS, email or phone call with just ONE tap. App even pre-fills the message for you that you can customize as you please. Supports Google calendar sync

- Enable Automatic SMS reminders to prevent no-show appointments.

- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records. Use powerful features in our CRM Apps.

- Goodbye calculators as app will compute account balance using old balance and amount paid / due.

- Export-Import to share data with existing practice applications by uploading and downloading CSV files. Its perfect for bulk or mass data upload to/from your existing system.

- For peace of mind, Backup your data so you can store it safely or transfer it to the other mobile device or PC. Restore your database from the previous backup. Available in Paid App.

- Save backups to your choice of Cloud Drive or locally on the device.

- Google Assistant enabled search.

- Print or Save HTML or Text formatted data from the app to email or to SD Card so you can Print it or Transfer to your PC or other tablets or other apps.

- Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due.

- Contact Us - We value your opinion and look forward to build what your needs are. Email us especially before leaving negative feedback. Thanks!

Useful for Freelancers, Photographers, Driving School Instructors, Insurance Agents, leak detectors, Lic Agents, Real Estate Brokers, Dance School, Karate School, Lawn Mowers, Snow Removal, Cleaning Services, Private Class Teachers such as piano, saxophone, music or yoga, Contractors, Hair Salons, Beauty Parlors, Investment Consultants and Travel Agents, Spa/Tanning centers, Massage centers, Aesthetician, Beautician, Cosmetologists, Small businesses, Sole Proprietors, Solo Businessmen, Repair Shops, Investment Agents or Brokers, Caterer, Bakers, Sellers, Newspaper stand, Entrepreneur, Home or Interior Designers, Tutors, Financial Advisers, College Guides, Baby Sitters, Seamstresses, Plumbers, Electricians, Tourist CAR Operator, Astrologer, Tarot Reader, Door to Door salesman, Animal Pet or Dog trainers and more. Client Information at your fingertips available to you on the go.

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What's New

Automatic logger of SMS and Phone
Test SMS and Share pop menu bug fixed.
Automatic SMS reminder for Tomorrow's Appointments.
Google Assistant Integration for in App Search.
Calendar View for Appointments.
Today's Appointments accessible on the Home Page.
UI enhancements.
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Additional Information

Updated
September 23, 2018
Size
5.0M
Installs
50,000+
Current Version
8.2.8.0.3.5
Requires Android
5.0 and up
Content Rating
Everyone
Permissions
Offered By
Siyami Apps, LLC
Developer
8 The Green Suite #7257 Dover, DE 19901
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