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About ClientiApp - Client management

A powerful CRM app for salesman, self employed, and in general anyone who need to manage clients. Client registry, Google maps, GPS navigation, activity logs, paper document archiving.

Customer registry
Adding a new customer is easy and straightforward, insert only the fields you need (even just the name). You can add custom fields if the default ones are not enough. You can also add customers while on the go, the GPS will set the location automatically.
You can also assign tags and zones, search by name, search by address or any other field you've specified.

Plan your visits
Find your customers on the map and get street directions to them

Keep track of all the things you've done with your customers

Each customer has its own "activity log" in which you can write small notes, events, reminders, everything you may need to remember and record. You can also take picture of paper documents

Online synchronization (PRO ONLINE version)

Keep your data synchronized across multiple devices. Access the online web service via any modern browser where you can manage the customers exactly as you do on the app

Other features available on the PRO and PRO ONLINE versions

• Migrate all your data on another device moving just one single file
• Make backups of all your data and store them safely on another media
• Take pictures of documents, archive them and share them!
• Create sale notes and generate sales reports!
• Import clients from a CSV file
• Search customers by name, phone, address or any other fields. Search notes as well
• Categories for notes
• Integration with Google calendar

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Frequently Asked Questions(FAQ)

Who can use ClientiApp?

ClientiApp can be used by salesmen, self-employed individuals, and anyone who needs to manage clients.

How do I add a new customer in ClientiApp?

Adding a new customer in ClientiApp is easy and straightforward. Simply insert the fields you need, such as the customer's name. You can also add custom fields if the default ones are not enough. Additionally, you can add customers while on the go and the GPS will automatically set the location.

Can I search for customers in ClientiApp?

Yes, you can search for customers in ClientiApp by name, address, or any other field you have specified.

How can I plan my visits in ClientiApp?

In ClientiApp, you can find your customers on the map and get street directions to them.

How can I keep track of my interactions with customers in ClientiApp?

Each customer in ClientiApp has its own "activity log" where you can write small notes, events, reminders, and anything else you need to remember and record. You can also take pictures of paper documents.

What is available in the PRO and PRO ONLINE versions of ClientiApp?

The PRO and PRO ONLINE versions of ClientiApp offer additional features such as online synchronization of data across multiple devices, the ability to migrate all data to another device with just one file, backups of data stored on another media, the option to take pictures of documents, archive them, and share them, creation of sale notes and generation of sales reports, importing clients from a CSV file, searching customers by various criteria including name and phone number, categorization of notes, and integration with Google Calendar.