WorkNote CRM 4+

Name: WorkNote CRM
Author: Andrey Zykin

CRM for active business

Andrey Zykin

Designed for iPad

- Free

Description

WorkNote - CRM for active sales. Simple and intuitive application to work with clients and projects. It helps businessmen to organise and coordinate their work with projects and customers.

• Plan daily meetings, phone calls, manage your activities
• Keep database of projects and clients in your smartphone, store all the information as close to you as possible
• Track projects and connected clients, define their roles, make comments and attach photos

Simple interface, easy app navigation.

• Switch to any navigation application directly from WorkNote to find necessary place
• Make phone calls and share information through popular messengers and email clients
• Generate daily, weekly and monthly reports about your business activity
• Import all data from your CRM/DB/other storage to WorkNote

26 Mar 2021

Version 1.6

• Added a new email activity.
• Added a direct link to the contact in the project.
• Displayed all related activities in the project, client, contact, and added the creation of a new activity without going to the calendar.
• Added the ability to group projects by status for a more convenient display of the list and search for the project.
• Added the ability to specify the client's bank details.
• Fixed notifications.

And that's not all)
We are already developing a Web version of the system, which will allow you to combine several users into one organization, full-fledged export and import of records, and many other features.

The developer, Andrey Zykin, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.