Customer Events and Records-L 8.2.5

Customer Events and Records-L 8.2.5

Size : 2.1M Mb

Version: 8.2.5

Req: 1.6 and up

Latest update: 07.03.2018

Take client information with you anywhere you go with this CRM App. 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!

FEATURES

- Add, update, delete, search clients, events.

- 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 and View All Clients.

- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records. Use powerful features in our CRM Apps.

- 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 WhatsApp, 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.

- 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

- FREE for LIMITED TIME / TRIAL.

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

Useful for Driving School Instructors, Insurance Agents, Lic Agents, Real Estate Brokers, Dance School, Karate School, Lawn Mowers, Snow Removal, Cleaning Services, Private Class Teachers such as piano or music or yoga, Contractors, Hair Salons, Beauty Parlors, Investment Consultants and Travel Agents, Spa/Tanning centers, Massage centers, Aesthetician, Beautician, Small businesses, Sole Proprietors, Solo Businessmen, Repair Shops, Investment Agents or Brokers, Caterer, Bakers, Sellers, Newspaper stand, Entrepreneur, Home or Interior Designers, Tutors, Financial Advisers, College Guides, Baby Sitters, Plumbers, Electricians, Tourist CAR Operator. Client Information at your fingertips available to you on the go.

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