Client Record-Customer CRM App

This application offers a free trial for two weeks and ensures that your private customer data is not accessible. It is designed for mini and micro B2C businesses such as caterers, bakers, sellers, newspaper stand dealers, and distributors. These businesses can customize their own app by designing their own database form fields.

The app also allows users to create customer database groups for tagging, labeling, and linking clients, as well as tracking workflow stages. Users can send SMS broadcasts to these groups and view a map of their clients to optimize travel. Location insights are also available to help grow the business. This feature is useful for repair shops, seamstresses, rental shops, and more.

For self-employed freelancers or tutors in the business of teaching dance, karate, piano, saxophone, music, or yoga, the app allows them to view historical activities entered for their student contacts. They can also import clients from their existing contacts.

The app also has features for tracking leads and prospects, as well as automatic birthday reminders. This is useful for astrologers, tarot readers, and babysitters. Users can also automate SMS and call responses, customize them with business information, and send bulk emails to customers for marketing, servicing, and lead generation.

For appointment-centric businesses like hair salons and beauty parlors, the app offers calendar sync and the ability to remind clients via instant message, SMS, email, or phone call. Aesthetician, beauticians, and cosmetologists in spa, tanning, massage clinics, animal doctors, and dog trainers can also send semi-automatic SMS reminders to prevent no-show appointments.

The app also has features for entrepreneurs, such as managing complex projects with automatic reminders and notifications. It is also useful for sole proprietors or solo businesses like tourist car operators and college guides. For agents or brokers like insurance, license, and real estate, the app offers the ability to map nearby clients on the go.

Other features include the ability to attach photos, audio, video, files, or documents for clients, projects, sales, orders, and contracts. Users can also export and import data to share with existing applications, backup data, and use assistant-enabled search. They can also share or print HTML statements and profiles, as well as access bills/collection and balance due reports with just one tap.

Users can also like the app on Facebook and use it for various purposes such as home improvement, contractors, entrepreneurs, photographers, driving school instructors, and travel agents. The app also offers the ability to backup data and transfer it to other devices or cloud drives. With its many features, this app is a useful tool for a variety of businesses and professionals.