Client Record-Customer CRM App

In-app purchases
4.1
1.31K reviews
100K+
Downloads
Content rating
Everyone
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About this app

CRM Software to manage client contacts, notes, appointments and bills on the go. Calendar, Assistant and messaging integration. Push Notification for TO-DOs or tasks. SMS and Email notification for appointments and billing reminders. NO Internet, NO Data Plan, NO Mobile network needed. Design your App with custom fields. App works in offline mode on both tablets & phones. Have client in your pocket! Grow your business with effective customer relationship management while on the go.

** We do NOT have access to your private customer data
** Free Trial for 2 weeks

FEATURES
- Mini, Micro B2C businesses such as Caterer, Bakers, Sellers, Newspaper stand dealers & distributors can customize database form fields to design their own app

- Create Customer database groups for tagging, labelling, linking clients, workflow stages. Send SMS Broadcast to groups. View Group Client Map to optimize your travel. Use location insights to grow your business. Useful for Repair Shops,Seamstresses, Rental Shops etc.

- Self-employed Freelancers or tutors in the business of teaching Dance, Karate, Piano, Saxophone, Music or Yoga can view historical activities entered for the student contact. Import Clients from existing contacts

- Automatic Leads Generation from phone calls. Track leads & prospects

- Automatic Birthday Reminders : Useful to Astrologer, Tarot Reader & Baby sitters

- SMS, Call Automation : Semi-Automatic Welcome SMS, Reply SMS for missed, incoming and outgoing calls. Customize with Business Card or any business information

- Bulk Email : Send Bulk Email to your customers for marketing, servicing, lead generation etc.

- Unlimited number of templates to save typing. Use keywords like @firstname to personalize message

- Get Automatic Notification of nearby clients when on the road

- Appointment centric businesses like Hair Salons, Beauty Parlors can schedule appointments with calendar sync. Remind clients via instant message app , 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

- Aesthetician, Beautician or Cosmetologists in Spa/Tanning/Massage clinics, Animal Doctors or Dog trainers can send semi-automatic SMS reminders to prevent no-show appointments

- Broadcast bulk SMS for greetings, emergency messages, special offers and more. 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. Useful for Home Improvement Contractors like Plumbers, Furnace / AC Engineers, Electricians, Lawn Mowers,Snow Removal

- Entrepreneurs like Home or Interior Designers,Financial Advisers, Investment Consultants can manage complex projects with many Tasks or To-Dos with Automatic Reminders Notification

- Sole Proprietors or solo businesses like Tourist CAR Operators, College Guides can do automatic SMS and Call logging with their permission

- Map Nearby Clients on the GO for Door to Door salesman and agents or brokers like Insurance, Lic, Real Estate

- Photographers, Driving School Instructors and Travel agents can attach photo, audio, video, file or documents for client, project, sales/order/contract etc.

- Export-Import to share data with existing applications by uploading and downloading CSV files. Useful for providers like Cleaning Services, Leak Detectors, Pest Control Technicians

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

- Assistant enabled search

- Share or print HTML 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.

Like us on http://www.facebook.com/siyamiapps
Updated on
Jul 18, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Device or other IDs
Data is encrypted in transit
You can request that data be deleted
4.1
1.31K reviews
A Google user
October 1, 2018
Needed a database to store customer info as well as sales history. I love that you can add files to the sales history. I take a picture of their ticket and then I dont have to keep the paper copy any longer. I love how it syncs with google calendar and I love the messaging automation. The interface is super simple and it does a lot! Love it!
68 people found this review helpful
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Siyami Apps, LLC
October 1, 2018
Hi Thanks for the compliments and 5 star review! Glad you find the App useful for managing customer records and relationships. Custom fields allow you to use this App for various businesses and jobs. Good to see that sales are now paperless for you. Thanks for saving a tree!
A Google user
March 13, 2019
just starting but seems to have everything I need. intuitive interface. Update 3-13-19. the advanced search when using the from to date does not seem to work correctly. I need to be able to search based on date of first visit. I added a date field in the custom field, but there is no way to format this as a date that I can do a date range for.
38 people found this review helpful
Did you find this helpful?
Siyami Apps, LLC
March 13, 2019
Hi Thanks for using the app. Please contact us at support@siyamiapps.com so we can better assist you. We can use some workarounds. Please use from and to-dates. Kindly send us screenshots as well. Happy to help with any questions you may have.
A Google user
April 3, 2019
would love to be able to send group SMS to groups without picking out each name. Would like to have a possibility of sending clients a link to book in at a time that suits them and my availability shows them available calendar slots, and booking is made independently of me. I have to look for a separate app for that now which would be more convenient to be in this app. It does 80%of what I need and is the best app I could find. I love it.
31 people found this review helpful
Did you find this helpful?
Siyami Apps, LLC
April 3, 2019
Hi Thanks for the compliments! We will be sure to evaluate the effort for this for future upgrade. If your carrier plan has Bulk SMS, then Group Message should work. Please contact us at support@siyamiapps.com so we can better assist you.

What's new

UI Enhancements
Technical upgrade to App
Support for the latest Android Version 12