ClientiApp - Client management
By Clientiapp
A powerful CRM app for salesman, self employed, and generally anybody who have to handle shoppers. Client registry, maps, GPS navigation, exercise logs, paper doc archiving.
Customer registry
Adding a new buyer is straightforward and straightforward, insert solely the fields you need (even simply the title). You can add custom fields if the default ones aren't sufficient. You can even add customers whereas on the go, the GPS will set the location routinely.
You can even assign tags and zones, search by title, search by handle or another field you have specified.
Plan your visits
Find your customers on the map and get avenue instructions to them
Keep track of all of the stuff you've accomplished with your customers
Each buyer has its own activity log in which you can write small notes, occasions, reminders, every little thing you could want to recollect and report. You can also take picture of paper paperwork
Online synchronization (PRO ONLINE version)
Keep your information synchronized across a number of units. Access the net internet service through any trendy browser where you'll be able to manage the purchasers precisely as you do on the app
Other features obtainable on the PRO and PRO ONLINE versions
• Migrate all of your information on another device moving only one single file
• Make backups of all of your data and store them safely on one other media
• Take photos of paperwork, archive them and share them!
• Create sale notes and generate sales stories!
• Import purchasers from a CSV file
• Search clients by identify, telephone, handle or another fields. Search notes as well
• Categories for notes
• Integration together with your calendar app
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