CustomerNotebook-Customer (contact) manager that simplifies powerful CRM features and adds them to a familiar customer list. You no longer need to synchronize between multiple applications. Record all relevant information, events, tasks and notes for each customer directly in the app. Simultaneously sync all valuable data between all devices via iCloud.
Increase your productivity by keeping in sync with the right people at the right time. Get CustomerNotebook now!
Built-in App user manual.
If you do n’t understand anything, you can check the basic tips on the “Basic Settings” page.
-Add unlimited customer groups.
-Add unlimited customer information.
-Add unlimited customer fields.
-Add unlimited customer notes.
-Add unlimited customer to-dos.
-Manage customers by group, or filter customers quickly by group.
-Each customer has a separate page display. You can view associated notes, to-do items, and customer information individually.
-Quickly search each customers notes and to-do items.
-Easily add notes and to-do notes to your customers.
-When adding a customer avatar, you can select it locally or drag it to the picture box.
-Provide basic customer attributes (grouping, avatar, gender, first name, last name, date of birth, company, department, position, phone, fax, email, address, notes, etc.), you can add other fields.
-If you have filled in the customers email, you can click to send email to the customer on the details page.
-Adjust the display order of last name and first name.
-Use iCloud to securely sync between devices.
-No third-party services are used for synchronization, all data is stored only on the device and iCloud account.
-Export customer information as a CSV file.
