ClientiApp - Client management
Customer registry
Adding a new customer is easy and straightforward, insert only the fields you need (even just the name). You can add custom fields if the default ones are not enough. You can also add customers while on the go, the GPS will set the location automatically.
You can also assign tags and zones, search by name, search by address or any other field you've specified.
Plan your visits
Find your customers on the map and get street directions to them
Keep track of all the things you've done with your customers
Each customer has its own "activity log" in which you can write small notes, events, reminders, everything you may need to remember and record. You can also take picture of paper documents
Online synchronization (PRO ONLINE version)
Keep your data synchronized across multiple devices. Access the online web service via any modern browser where you can manage the customers exactly as you do on the app
Other features available on the PRO and PRO ONLINE versions
• Migrate all your data on another device moving just one single file
• Make backups of all your data and store them safely on another media
• Take pictures of documents, archive them and share them!
• Create sale notes and generate sales reports!
• Import clients from a CSV file
• Search customers by name, phone, address or any other fields. Search notes as well
• Categories for notes
• Integration with Google calenda
Category : Productivity
Reviews (28)
I have tested nearly every CRM out there and i HATE THEM for charging a monthly fee - what you only find out after you have registered with them. Clienti was the first app i found that i can use without the need of a registration, though there is such an option where you can pay 4 EUROS per month to backup your data, what i do not need and like but that is my own opinion. One main reason why i do not wanted to register with the other big CRM players is the data - nobody knows that they do with the data that you enter and specially the amount of money and sensitive contact information. And they also lack, just like clienti a bit, in having no "open" import or export option. Thats obvious because they do not want you to move from one service to other and take your data with you. Otherwise i love the ClientiApp, though these few things might be hopefully changed in the near future: IMPORT FUNCTION To import your data you need to upload a CSV file to the clienti website. As i mentioned above, i want my data to be secure and kept with me. MANUAL There is a "Group" option where you can create a group but i have not found out what this is good for.
It seems that you have to fully understand how this app works before you use it. You will not get any help. Emailed them 5/6 times for help! Totally ignored. I have no further interest in this rubbish!!
Buy pro version , and try 7 days free trial on web. After trial end all of database on mobile device is lost. Try to ask for support on email but nothing reply back.
Perfect for what I need. I would give it 5 stars if there was a mileage tracker. Otherwise, it should be every subcontractor's go to app!
Absolutely wonderful app for my Dog Business. The Tags are great and make organizing my clients easy. Would definitely recommend and I'm definitely buying the Pro version!
typed in my own address and the map placed me more than 2 blocks down the road. wont do me any good to try to find a potential client if i cant find the house.
Awesome Userface with many tools. Developer responds quickly to any bugs or questions theough email. top notch.
I paid for it but I can not even edit and add the administrator. So useless I even wrote to customer service no reply.
Needs more comprehensive features in free version, after all a good app for Clients Management.
Perfectly designed app which satisfied all my needs. I can really recommend it!
It's a clever app that makes you business running easy. Therefore I will give it five stars
Not for me, map is not for me. I'll use it if I can customize Tabs
Good App but i want to be add customers meeting timing start and finished pls
the only useful option you need to pay
Really useful customer database. Can run a small business with this CRM. Well done and keep up the good work.
I prefer one time payments for PRO! don't change that.
Navigation/ map's DON'T work in my area. Lewis County Wa.
Excellent I love it, the app simplifies things
It doesnt work at all. What the heck is wrong with it
Good app keep moving forever and i love this app
Nice apps for manage clients followup
Fantastic app I really love this App
Peace cannot be translated into Hebrew. What the price we have to pay for one time only. Thank you Yehuda Yehoshua
This application worked to record new outlet in area and easy step to used
Its a good app i wish it had reoccurring appointments and a due today tab
It's a good app to organize customers
Pro worth the money.
The app is easy to use and is a great way of being able to keep notes on your clients. I would have given 5 stars if there was a way to export client records to a spreadsheet - especially for collecting email addresses.