AtlasCRM

10+
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Content rating
Rated for 12+
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About this app

You can enter the application using your username and password that you use on the AtlasCRM website.
There are five blocks in the main menu with the same features as:
Add a new profile and register it immediately in the record.
Add a new contact in the application and it will appear in contacts not arrived.
Call contacts, record them on a date and time, as well as leave a comment and hide.
Directory: information on how to use the site and application.
And retention is a very good tool not to lose the visitors whom you recorded and they did not come.
According to statistics, one store leaves visitors about 50 people a month, do not call or record them.

Let's consider each block in detail.
Add profile.
Add first name, middle name, last name, date of birth.
We select the gender and enter the phone number.
In the search, we are looking for the necessary diseases and opposite the desired one, click the slider.
You can select the date and time and clicking on the slider, register the visitor by clicking on the save button. The questionnaire is stored in the database on the AtlasCRM website.

Add new contact.
Fill in the field name, middle name and phone number and click save.
In the window that appears, you will see a notification that the contact has been saved.
All contacts are saved in a tab not received on the AtlasCRM website.

My contacts.
In the header you can see the number of contacts and clicking on the slider you can call either your contacts or whatever is in the database.
By clicking on the phone number you can make a call and agree with the client.
By clicking on record, you can select the date, time and record the visitor.
The recorded client will appear on the AtlasCRM website in the record tab.
You can also leave a comment and see the last comment.
All comments are saved in the call tab.
If the client is not to be hidden from contacts, then from the middle of the name, drag the finger to the left and in the window that appears, click on the execute button.

Directory: information on how to use the site and application. Information will be added.

A hold is a list of those visitors and contacts whom you recorded on the record but they did not come and you did not call them back and did not record the next day or time. Clients get here after half an hour from the appointed time and they are removed from here if they are recorded or hidden.
The client’s card shows how old he is and how much he came to you.
Also here you can call him and write down on the date and time that you agreed with him and also leave a comment that will be saved in calls.
Clients with a red name are contacts.
Choosing a date, you can see those customers who did not come on this day.
Updated on
Jan 26, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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