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About Cloud CRM Client Records - Customers Tasks Tracker

Cloud based Multi-user CRM Software to manage client contacts, notes, events on the go. NO Internet, NO Data Plan, NO Mobile network needed. Design your App with custom fields. App works in offline mode on both tablets & phones. Have client in your pocket! Grow your business with effective customer relationship management while on the go.
**** Free Trial for 2 weeks

FEATURES
- Mini, Micro B2C Enterprises such as Caterer, Bakers, Sellers, Newspaper stand dealers & distributors can customize database form fields to design their own app

- Create Customer database groups for tagging, labelling, linking clients, workflow stages, etc. Send SMS Broadcast to groups. Useful for Repair Shops,Seamstresses, Rental Shops etc.

- Self-employed Freelancers or tutors in the business of teaching Dance, Karate, Piano, Saxophone, Music or Yoga can view historical activities entered for the student contact.

- Manage Leads Generation. Track leads & prospects

- Event Entry for Customers, Suppliers, Staff and Leads

- Bulk Email : Send Bulk Email to your customers for marketing, servicing, lead generation etc.

- Appointment centric businesses like Hair Salons, Beauty Parlors remind clients via instant message app , SMS, email or phone call with just a tap

- Aesthetician, Beautician or Cosmetologists in Spa/Tanning/Massage clinics, Animal Doctors or Dog trainers can send semi-automatic SMS reminders to prevent no-show appointments

- Broadcast bulk SMS for greetings, emergency messages, special offers and more. Standard charges may apply as per your Carrier Plan as the App uses your cell phone SMS plan to send Texts. Useful for Home Improvement Contractors like Plumbers, Furnace / AC Engineers, Electricians, Lawn Mowers,Snow Removal.

- Entrepreneurs like Home or Interior Designers,Financial Advisers, Investment Consultants can manage complex projects with many Tasks or To-Dos with Automatic Reminders Notification

- Sole Proprietors or solo businesses like Tourist CAR Operators, College Guides can do automatic SMS with their permission.

- Tracking leads is useful for Photographers, Driving School Instructors and Travel agents

- App is Useful for providers like Cleaning Services, Leak Detectors, Pest Control Technicians so they can track their staff assignments and tasks

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Frequently Asked Questions(FAQ)

What is Cloud CRM Client Records?

Cloud CRM Client Records is a cloud-based multi-user CRM software that allows you to manage client contacts, notes, and events on the go without needing internet, a data plan, or a mobile network.

How can I customize the app for my business?

Mini, Micro B2C Enterprises such as caterers, bakers, sellers, newspaper stand dealers, and distributors can customize the database form fields to design their own app.

Can I create groups for my customer database?

Yes, you can create customer database groups for tagging, labelling, linking clients, workflow stages, and more. You can also send SMS broadcasts to these groups.

Is the app useful for freelancers or tutors?

Yes, self-employed freelancers or tutors in the business of teaching dance, karate, piano, saxophone, music, or yoga can view historical activities entered for student contacts.

Can I track leads and prospects using this app?

Yes, you can manage leads generation and track leads and prospects.

Can I send bulk emails to my customers?

Yes, you can send bulk emails to your customers for marketing, servicing, lead generation, and more.

Is the app appointment-centric?

Yes, the app is appointment-centric. For example, hair salons and beauty parlors can remind clients via instant message app, SMS, email, or phone call with just a tap.

Can I send SMS reminders to prevent no-show appointments?

Yes, aesthetician, beautician, or cosmetologists in spa/tanning/massage clinics, animal doctors, or dog trainers can send semi-automatic SMS reminders to prevent no-show appointments.

Can I broadcast bulk SMS for greetings or emergency messages?

Yes, you can broadcast bulk SMS for greetings, emergency messages, special offers, and more. Standard charges may apply according to your carrier plan.

Is the app useful for entrepreneurs or sole proprietors?

Yes, entrepreneurs like home or interior designers, financial advisers, investment consultants can manage complex projects with many tasks or to-dos with automatic reminders/notification. Sole proprietors or solo businesses can also use the app with permission.

Who can benefit from tracking leads?

Tracking leads is useful for photographers, driving school instructors, and travel agents.

Can the app track staff assignments and tasks?

Yes, the app is useful for providers like cleaning services, leak detectors, pest control technicians so they can track their staff assignments and tasks.