ClientiApp - Client management 3.5.3

A robust CRM application designed for sales professionals, self-employed individuals, and anyone seeking effective client management. The app includes features such as client registry, mapping functionalities, GPS navigation, activity logs, and paper document archiving.

Customer Registry

• Effortlessly add new customers by entering only necessary fields, with the option to include custom ones if required. The GPS feature automatically sets location when adding clients on the go. Users can assign tags and zones for efficient organization and search customers by various parameters.

Plan Your Visits

• Easily locate customers on the map and receive accurate street directions to facilitate visit planning.

Customer Interaction Tracking

• Each customer profile includes an "activity log" for noting interactions, events, reminders, and document snapshots.

Online Synchronization (PRO ONLINE Version)

• Seamlessly synchronize data across multiple devices and access the web service via any modern browser for remote customer management.

Additional Features in PRO and PRO ONLINE Versions

• Migrate all data to another device using a single file transfer.
• Create secure backups and store them on other media.
• Capture, archive, and share photos of documents.
• Generate sales notes and reports efficiently.
• Import clients from CSV files and conduct detailed searches with ease.
• Create categorized notes and integrate with calendar apps for enhanced productivity.