Client Records:Free CRM, Customer Contacts & Leads

Offers in-app purchases

Manage client contacts, notes, appointments and bills anywhere you go with this CRM App. Customize form fields to design your own app. Grow by effective customer relationship management and excellent customer service. Apps works on tablets and phones. NO Internet, NO Data Plan, NO Mobile network needed. Integration with Google Calendar & WhatsApp messaging from the Client Profile Screen. Bulk SMS for appointment and billing reminders.
Email support@siyamiapps.com for questions!
Less Typing and More Tapping to boost productivity. You client is now in your pocket!

FEATURES

- 100 custom form fields to design your own app.

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

- Create Customer Groups for various purposes such as tagging, labeling, linking clients, workflow stages etc. Send SMS Broadcast to groups. Show Group Client Map so you can optimise your travel or use location insights to grow your business.

- Automatic Leads Generation from phone calls make easy to track sales leads

- Automatic Birthday Reminders.

- SMS and Call Automation : Automatic Welcome SMS, Reply SMS for missed, incoming and outgoing calls. Customise with Business Card or any other information that suits your business.

- Automatic Notification of nearby clients when on the road.

- Schedule appointments with Google calendar sync. Remind clients via custom WhatsApp, SMS, email or phone call with just a tap

- In-Call and Post-Call Push Notifications or Popup Windows for convenient access to Quick Actions on new and existing clients. Needs your permission for Call, SMS log

- Broadcast bulk SMS for greetings, emergency messages, special offers etc. Standard charges may apply as per your Carrier Plan as the App uses your cell phone SMS plan to send Texts. Needs your permission for SMS.

- Tasks To-Do management. Automatic Reminders Notification for easy project

- Automatic SMS reminders to prevent no-show appointments

- Automatic SMS and Call logging with your permission.

- Map Nearby Clients on the GO.

- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract etc.

- Export-Import to share data with existing applications by uploading and downloading CSV files.

- Backup data to store it safely or transfer it to the other mobile device, PC or your choice of Cloud Drive.

- Google Assistant enabled search.

- Print or Save HTML formatted statements and profile.

- Bills/Collection and Balance Due Report - Just ONE tap to text, call or email clients with balance due. Keep account balance or ledger tracking for credit, debit or cash. Goodbye calculators as app will compute account balance & amount due.

- Attach files like PDF, images, statements, invoices, agreements, receipts, documents etc.

- Contact Us : We value your opinion and look forward to build what your need.

Useful for Freelancers, Self-Employed, Home businesses, 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 Parlours, Investment Consultants and Travel Agents, Spa/Tanning centres, Massage clinics, Aesthetician, Beautician, Cosmetologists, Small businesses, Mini or Micro Enterprises, Sole Proprietors, Solo Businessmen, Pest Control Technicians, 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, Furnace / AC technicians, Electricians, Tourist CAR Operator, Astrologer, Tarot Reader, Door to Door salesman, Animal Doctors or Vets, Animal Pet or Dog trainers / Veterinarians etc. Client Information at your fingertips!

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What's New

SMS Automation for Auto Welcome SMS, Auto Reply for Missed, Incoming and Outgoing Calls
Automatic Client Finder when On-the-Go.
Leads Management.
Link Customers to the Tasks-To Do for followups.
In-Call Notification for quick view.
Added Tasks To-Do management with Automatic Reminders Notification.
Needs Billing Permission for In App Subscription.
Create Customer Groups. Group broadcast and map views.
Nearby Clients Map and locations - Requires Location permission with this upgrade.
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Additional Information

Updated
January 23, 2019
Size
6.3M
Installs
100,000+
Current Version
9.00.045
Requires Android
5.0 and up
Content Rating
Everyone
In-app Products
$2.99 - $29.99 per item
Permissions
Offered By
Siyami Apps, LLC
Developer
8 The Green Suite #7257 Dover, DE 19901
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