Manage client contacts, notes, appointment 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 in offline mode on tablets and phones. NO Internet, NO Data Plan, NO Mobile network needed for the app.Integration with Google Calendar & WhatsApp messaging directly from the Client Profile Screen. Bulk SMS for appointment and billing reminders.
Email firstname.lastname@example.org 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!
- 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, linking clients, workflow and others. Send SMS Broadcast to groups. Show grouped customers on the Map so you can optimize your travel or use location insights to grow your business.
- Automatic Birthday Reminders.
- Schedule appointments with Google calendar sync. Remind clients via WhatsApp, SMS, email or phone call with just ONE tap. Message pre-filled for you that you can customize as you please.
- Broadcast bulk SMS for greetings, emergency messages, special offers etc.
- Tasks To-Do management with Automatic Reminders Notification. Simplified project management
- Automatic SMS reminders to prevent no-show appointments
- Automatic SMS and Call logging if permission granted.
- View Nearby Clients on the Map when you are 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 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. Save backups to your choice of Cloud Drive or locally on the device.
Available in PAID App ONLY.
- 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. Keep Easy account balance or ledger tracking for credit, debit or cash. Goodbye calculators as app will compute account balance and amount due.
- Attach files like PDF, images, statements, invoices, agreements, receipts, documents and more.
- Contact Us : We value your opinion and look forward to build what your need. Email us especially before leaving negative feedback.
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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