CRM Software App

Designed to keep appointments, bookings and client records in one place, CRM Software App is mobile-friendly. The company presents it as a way for service businesses to run their work on the go, from any location, with the calendar and customer details available on a phone or tablet.

Appointments and bookings

The app includes an online appointment calendar, and clients can book when it suits them. Bookings and appointments can be created, changed or canceled, and inquiries can be handled in the same way. The company describes automatic confirmations and reminders by email, which are sent to both staff and clients, and it says the calendar can be synced with a user's preferred calendar.

Staff, services and customer records

Owners can add, update and remove staff members and the services they offer, and each staff member can be given their own online login. For each customer, the app shows appointment history, contact information and notes. Recent activity can be filtered by date or by staff member, so that a manager can see what has happened over a given period.

Exporting and backing up data

Details of bookings, appointments, services and staff can be exported from each part of the app. The company says the exported data can be stored on a server or updated in the export location. A backup of the full CRM data can be taken once, or on a schedule set to daily, weekly or biweekly, and the company says this gives the business a more structured way of working.

Mobile apps for iPad and iPhone

The product is offered as apps for iPad and iPhone, which the company says allow the business to run from a phone or tablet.