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Client Book CRM Deluxe

  • Business
  • Productivity
I want this app
Download from AppStore

Be the ultimate sales professional with the Client Book App for your tablet. Get organized with all your client information. Never forget a Birthday, Anniversary, Special Order, Wish List or Follow Up. The Wish List section is attached to each client page with places for all of the customers wants and needs. With a place to attach pictures of each item with full descriptions, you will be able to remember all the things your customer wants. Making it easy for that repeat business. With pop up reminders you’ll be able to stay on top of all your client’s needs. Send out an email to all you clients with one click. With the EMAIL ALL button you can automatically send a uniform email to all your clients. Invite them in for an event, or to get their jewelry cleaned or to just say hi. Do all this within minutes, keeping you on the sales floor to help new clients and write more business. It has an easy to use To Do list section with reminders to never forget a client’s request. The hot and cold lead section will help you keep up with your new leads. This is the App you absolutely must have to succeed at your job. Get rid of your cluttered client book and simplify it all into the palm of your hand. This App is easy to use and efficient.

· Quick add button

· Home screen with quick look at Sales Opportunities, Customer Follow-ups, Recently add notes, and upcoming Birthday and Anniversary.

· Login Password

· Email all clients and lead buttons

· Attach multiple Tags to customers

· Email all clients by their specific tag

· Complete wish registry with email from wish list items that attaches a picture of the wish list item to the email

· Special order with pop-up reminders

· To do list with pop-up reminders and to-do archive

· Birth day / Anniversary with reminders

· Forgot Password

· Security Control

· Tag Management

· Detailed lead section with wish list, notes, follow-ups, sales opportunities, and lead status (hot/cold icons)

· Detailed client section with wish list, purchase list, notes, follow-ups and sales opportunities

· Vendors section with note, email and visit vendor website functions

· Add photos to clients, leads, purchase list items, and wish list items

· Email clients and leads from app

· Client and lead notes

· Help Guide

· Notes section

· Simple and easy to use format