Customer Events & Records CRM

Take client information, contacts & notes with you anywhere you go with this CRM App. 100 Customizable fields on the Client Page to match your business. Manage customer relationship in service oriented businesses with exciting features such as client records, sales, lessons, order, contract and event management. Serve customers effectively and efficiently. Apps works great on both tablets and phones. NO Internet, NO Data Plan, NO Mobile network needed for using the app. You can create your own custom fields and customize the client form. Deep integration with 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!

Useful for Service oriented business professionals such as freelancers, insurance agents, leak detectors, lic agents, real estate brokers, Driving School Instructors, Photographers, Boiler engineers, Electricians, Plumbers, Home Improvement Designers, Dance School, Karate school, Private lessons, Lawn mowers, Snow Removal, Cleaning Services, Tuition classes such as piano, saxophone, music or even yoga, Contractors, Hair Salons, Beauty Parlors, Investment Consultants and Travel Agents, Spa/Tanning centers, Cosmetologists, Massage centers, Beauticians, Small businesses, Repair shops, Solo Businessmen, Investment Agents or Brokers, Cable Operators, Caterer, Bakers, Sellers, Newspaper Stand, entrepreneur, interior designers, Tuitions tracker, baby sitters, Seamstresses, Sole Proprietors, Astrologer, Tarot Reader, Door to Door Salesman and more. Efficient, quick, GTD and easy information at your fingertips available to you on the go. You client is now in your pocket with our CRM apps!

FEATURES

- Add, update, delete, search clients, events on the go for effective Customer Relationship Management.

- Color Themes available for skin or background and buttons.

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

- View History.

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

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

- Use dictations , voice or speech to text via voice enabled keyboard if supported by your device.

- 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.

- Schedule events or appointments and view them by day, week, month or year. Remind clients via 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 on most devices. Efficient Customer Relationship Management.

- 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.

- Take Photo

- 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.

- Detailed HELP

- SALE for limited time

- Contact Us - We value your opinion and seek your advice for implementing future features. Email us especially before leaving negative feedback. Thanks!

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What's New

Defect fixes.
Support in the settings to select push notifications.
Daily Notification of Today's Appointments.
Organize and Search Clients by Group using Custom Fields.
As always take a Backup before upgrade.
Enjoy the additions and contact us at support@siyamiapps.com for any questions.
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Additional Information

Eligible for Family Library
Updated
August 14, 2018
Size
3.1M
Installs
1,000+
Current Version
8.2.7.9.2
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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