Cloud CRM Client Records App

Manage Customers Tasks Appointments Inventory Bills Notes Leads Groups Email SMS

Grow your business with effective customer relationship management while on the go. CRM Software to manage client contacts, appointments, inventory, notes, bills, events on the go for your salesforce. NO Internet, NO Data Plan, NO Mobile network needed. Design your App with custom fields. App works in offline mode on tablets & phones as well as computer or laptops. Have client in your pocket! Empower your staff to grow your company

**** Free Trial for 2 weeks

FEATURES

- Mini, Micro B2C Enterprises such as Caterer, Bakers, Sellers, Newspaper stand dealers & distributors can customize database form fields to design their own app. Easy Billing options per client. Send SMS, Email reminders from just a tap. Search Bills by Amount Due, Address, Name, Purpose and more.

- Create Customer database groups for tagging, labelling, linking clients, workflow stages, etc. Send SMS Broadcast to groups. Useful for Repair Shops,Seamstresses, Rental Shops like Bike Lease etc.

- Self-employed Freelancers or tutors and fitness coaches in the business of teaching Dance, Karate, Piano, Saxophone, Music or Yoga can view historical activities entered for the student contact.

- Manage Leads Generation. Track leads & prospects

- Event Entry for Customers, Suppliers, Staff, Employees and Leads

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

- Appointment centric or retail businesses like Hair Salons, PT, Beauty Parlors remind clients via instant message app , SMS, email or phone call with just a tap

- Aesthetician, Astrologers, Beautician or Cosmetologists in Spa/Tanning/Massage/Ayurvedic clinics, Animal Doctors , Vets or Dog trainers can store EMR history and 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. 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 Push Notification for upcoming and late Tasks.

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

- Tracking leads is useful for Photographers, Driving School Instructors and Travel agents or executives, Insurance or LIC or real estate realtors and brokers

- Database Manager is Useful for providers like Cleaning Services, Leak Detectors, Pest Control Technicians so they can track their staff assignments and tasks

- Create Product Catalog and Products Inventory

- Manage Parts Inventory for efficient resource planning

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