CRM Software App

CRM Software App is a mobile-friendly customer management tool built around appointments, bookings and client records. It is aimed at small service businesses that need to keep schedules and customer details in one place, including users on iPad and iPhone.

Features

• Appointment scheduling: an online calendar where clients choose a time that suits them.
• Bookings and enquiries: create, change or cancel bookings and handle incoming enquiries.
• Staff and service management: add, update or remove staff members and the services they provide, with separate staff logins.
• Customer records: view appointment history, contact details and notes for each client.
• Reminders and calendar sync: automatic email confirmations and reminders, and syncing with preferred calendars.
• Data export and backup: details can be exported from each module, with scheduled backups of the full CRM data.

Customers and markets

Service professionals and their customers, including smaller businesses looking for contact management, lead handling and task tracking.