Very simple and intuitive APP for customer management - you can get data from your mobile phone address book, manage contacts (emails, text messages) with your customers, take photos, prepare PDF price proposals, add notes, generate PDF Reports for Customer List or Customer Data/Photo.
Main APP Features:
- Customer Data - Create and edit Customer Cards (personal data, address, contacts, notes, ...). You can import data from the phone address book.
- Price Proposals - Create quickly Price Proposals. You can send your price proposals in PDF format through email or Whatsapp
- Photos management - Capture and store your customer's photos. Photos can be exported on a PC or shared via email / WhatsApp
- Activity - Track automatically all customers activities (phone calls, text messages, e-mails, ...). You can track manual activities too
- Customer Map - Display Customers on Map. Plan and track easily customers trips thanks to Google Map Integration.
- PDF Report - Generate "Customers List" and "Customer Detail (data and photos)" Reports. Share Reports through email
- Import / export tools - Export / import data in XLS format.
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Vtiger CRM is award-winning software used by small and medium sized businesses to grow sales, improve marketing ROI, and deliver great customer service. .
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