Appointment book, Money manager. Manage your client appointments and finances.
Clients & Finances is a free 3-in-1 app for:
1) scheduling appointments and recording clients by small business masters working in the service industry;
2) managing your personal or family finances. Record your income and expenses.
3) accounting for purchases and sales of goods and materials. Warehouse accounting.
Main functions:
- maintaining a customer database;
- the possibility of two-way synchronization of clients with contacts in the notebook;
- record of clients during a telephone conversation;
- automatic SMS reminders to customers;
- simultaneous display of work events and personal calendars;
- accounting of services and income;
- management of purchases and sales;
- warehouse accounting of materials and goods;
- accounting for prepayments from clients;
- maintaining price lists;
- wallets, cards, accounts;
- transactions, split transactions, transfers, and settlements with clients;
- hierarchical categories of income and expenses;
- hierarchical projects and places;
- import of bank statements using API (PrivatBank and monobank);
- financial reports;
- the ability to work without an Internet connection;
- data synchronization with multiple devices (registration required).
As well as:
- floating window during a phone call with information about an appointment with a client;
- functional widget for displaying appointments and personal calendar events;
- attaching images in a client card, in a product card, in an appointment and in a financial transaction;
- synchronization of attachments with Google Drive. Transfer them to your other devices.
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Support:
Telegram group: t.me/clifin_en
e-mail: [email protected]
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