CustomerManagement is a well-organized and easy to navigate app with extended functionality to manage your personal and business contacts.
Now you can get the macOS version and share the data.
Record important customer business categories, gender, avatar, first name, last name, company name, website, department, mobile, fax, address, email, notes...
- Track your relationship with customers, customers or any professional acquaintance, record interaction logs and to-dos with customers.
- Customize customer categories, customer tags, and quickly match customers.
- Customer data can be filtered by customer category, customer gender.
- You can choose different customers, different date ranges (today, this week, this month, this year, all), view customer logs.
- You can choose different customers, different date ranges (today, this week, this month, this year, all) to view customer to-do items.
- CSV data for contacts, to-do, logs can be exported (all data & custom date ranges can be exported).
- Sort the customers last name and name according to your usage habits.
- Quickly search for customer information, customer logs, customer to-dos, customer categories, customer tags.
- According to the needs of some users, gender can be set as:
Male, female, other, none.
- iCloud sync and backup data.
- When using a Wi-Fi network, data is automatically synchronized and backed up.
- Share data with macOS version.
- CSV data export.
- On the homepage list, click the avatar on the left to enter the more information page, and you can customize more field values.
We have released the online version: the online version of customer management APP can help you manage customers, customer follow-up, customer to-do list, etc., and record the related activities of all customer groups. Support multiple users to manage the companys customers online in real time at the same time. Data is stored in the cloud safely and without worry.