Clients-Guide

The CRM app - mobility associated with knowledge gives flexibility.

Clients Guide's CRM App - Account Manager Account Manager!

The Clients Guide app is the convenient CRM software for you as a sales manager, account manager or field sales representative that keeps you connected and efficient. Regardless of time and place, it only takes a glance at your smartphone or tablet to keep up-to-date with all current customer data, appointments and details. With the CRM app, you can optimally prepare for customer appointments and integrate important information on contacts, transactions, orders, appointments and leads directly after the appointment into the CRM App, so that you always have added value to your competitors.

Features of the Clients Guide CRM App

Designed for practical use and well thought out, the Client Guide app offers numerous functions in addition to customer administration and address management, which you can use as needed:

- Manage as many customers and contacts as you like, so you will not miss a deal.

- The integrated voice control allows you to record comfortably and simply all text inputs, eg. Reports, notes about your vote.

- Synchronize your recorded data safely and centrally on all other devices such as smartphone, tablet and computer / notebook at the press of a button.

- Use the business card QR code scanner for important addresses or information of your contact persons and thus avoid a confusing piece of paper.

- Benefit from Activity Management, which shows you appointments and to-do lists at all times, so you do not have to waste time on complicated schedules.

- Record your activities and information after customer appointments so that you are fully informed at the next meeting. You will then automatically find your activities in Activity Management as well, and will be notified of appointments in good time from your appointment list.

The CRM app for your smartphone or tablet offers additional comfort features in the pro version, the data synchronization and that everything is 100% free of advertising.

With the Clients-Guide CRM App, you can efficiently organize your daily sales routine without losing important information and data. However, as a sales representative, account manager or sales representative, you are always flexible and ready to go, as you can access all data regardless of time and place. Your activity management is automatically supplemented by appointments and to-dos and is your faithful companion for a successful career in sales / field service.