Clients and Finance

CallRec

About this app

Clients and Finances

Customer and financial management for small businesses.

Keep track of income and expenses, monitor customer payments, and manage orders, projects, and tasks.

Suitable for private professionals, the self-employed, and small businesses.

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Finances are under control

Stop wondering how much you've earned and how much your clients owe you.

App allows you to:

• Account for income and expenses;

• Monitor revenue from customers;

• Track outstanding and unpaid orders;

• Analyze project profits;

• See the balance for each client;

• Monitor the financial result of the business.

All financial information is collected in one place and is always available on your phone.

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Orders and sales

Keep records of orders from the first customer request to the completion of work.

For each order, you can store:

• Cost;

• Execution stage;

• Goods and services;

• Deadlines for execution;

• Payments;

• Notes and comments;

• Additional fields.

Send commercial offers to customers and increase the conversion rate to sales.

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Customers

Create a single customer base with a complete history of interaction.

Store contacts, comments, documents, orders, payments, and tasks in one customer card.

No more lost information.

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Projects

Combine clients, finances, orders, and tasks into a single project.

Monitor:

• Profit;

• Marginality;

• Receipts;

• Expenses;

• Balance;

• The current status of the work.

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Tasks and planning

Plan your workday and monitor the completion of tasks.

Use:

• Task lists;

• Projects;

• Stages;

• Lead times;

• Comments;

• Calendar.

All important matters are always under control.

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Save time

Create message templates and reply to customers in a few seconds via messengers and email.

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Customize the system for yourself

Add your own fields and create your own document categories.

Customize the app to suit the specifics of your business.

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Who is app suitable for?

✔ Self-employed

✔ Private specialists

✔ Freelancers

✔ Repair technicians

✔ Installation companies

✔ Construction companies

✔ Manufacturing companies

✔ Service sector

✔ Small business

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Main features

✓ Accounting for finances

✓ Income and expenses

✓ Customer payment control

✓ Accounting for orders

✓ CRM for clients

✓ Project Management

✓ Tasks and calendar

✓ Commercial offers

✓ Custom Fields

✓ Customizable documents

What’s new

First version