Create better customer relations through a professional Contact tracker and business organizer.
Make your own custom Contacts categories.
✓ Follow up Tasks to do (Call, meetings, deliveries, quotes, follow ups or anything else)
🗈 Notes for Contacts
📅Send tasks onto your existing Calendar
🎰View all calendars and tasks in one view
💁♀️Easy access to the Contacts phone, email, address details.
Ideal for any small or micro business needing a CRM tool for good customer service.
Use any of your existing Contact list to organize everything for your customers. 👍
Put the customer first, and keep a work diary / sales log with an instant CRM tool.
The contact list on your phone is leveraged by Personizer to create a simple way to categorize your information.
It allows Tasks to be created and completed against the Contacts. So all the information is grouped by Contacts.
An example task to do:
“Call them about late payment”
“Send new product info to them”
For example a customer note:
“This person always pays with cash”
The tasks are then completed and moved into the History for this customer.
Whereas Notes are always sticky.
Tasks can be copied straight onto your existing Calendar, so it will work with all your other existing systems and Calendars.
This makes for an easy to operate, all in one small business organizer.
Your Contacts list is still stored within Google, so there is no duplicate system.
The Contacts list easily gives instant access to the Contacts details (email, phone, sms or location) information. Communication is the key to customer relations, and it’s easier when it’s contextual to the task on hand.
This contact centered workflow looks like this:
Contacts -> Notes or Tasks -> Alarm or Calendar.
This workflow approach provides a big picture of what’s happening for good customer service, and drills right down to the smallest details, for targeted customer focus. Scheduling can be done via your existing calendar or alarms, and organizing is by existing contacts.
Here are each of the subsystems of how it creates a customer base:
»Contacts profile (phone number, email, SMS, Location) - providing instant Communication relevant to while serving the customer, or driving there (via Contacts address and Google maps)
»Folders & Contacts notes and tasks - keeping Notes and Tasks about customers is instantly on hand, while also knowing what actions you are taking to service them. And providing instant access to past history of tasks.
»Calendar - scheduling your day alongside any other Calendar events that may already exist in your phone's Calendars, because all of these events are easily viewable in one place.
Get started instantly.
Pricing It's free to use up to 3 contacts with tasks. But more than 3 Contacts requires unlocking unlimited Contacts with only a one-time USD$4 fee.
You asked for it, so we added it. Huge new version release now has;
»Better notes handling
»Better scheduling and some great Contacts integration
Link to Tutorial:
https://personizer.net/quick-guide/?ps or visit http://Personizer.net and tap on Quick Guide from the top menu.
Personizer replaces Todo/Job manager, Customer notes, CRM tool and integrates seamlessly with your existing Contacts and Calendar for a simple to use small business organizer. So customer relations have never been easier.
Need more help?
»Within the app, tap the "?" icon, then tap "email us".
»Talk to us live using the chat feature on the website, Link: Personizer.net
»Or send an email with your question through to [email protected]
»Otherwise the website’s FAQ https://personizer.net/faq/ has common questions. FAQ
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