Firstep CRM

Productividad

Gratis · Diseñada para iPad. No verificada para macOS.

This app provides business owners and their teams with a secure, centralized platform to manage client relationships, track communications, and stay organized while maintaining compliance with business requirements. Designed to streamline daily operations, the app integrates essential customer relationship management (CRM) and compliance tools into one accessible solution. Users can easily manage contacts, monitor pipelines, and track progress from initial lead to long-term client relationship. Key Features: Contact & Lead Management Store and organize client details, track interactions, and manage leads in one place. Pipeline & Opportunity Tracking Visualize and monitor sales pipelines, manage opportunities, and follow progress toward business goals. Calendars & Appointments Schedule, confirm, and manage appointments with clients. Sync calendars for team-wide visibility and avoid double-booking. Two-Way Communication Send and receive SMS, emails, and calls directly through the app. Maintain conversation history to ensure consistent communication with clients. Forms & Surveys Collect data, feedback, and client input through customizable forms and surveys. Task & Workflow Automation Create automated workflows to reduce repetitive tasks, standardize processes, and improve efficiency. Reputation & Review Management Monitor client feedback and reviews, respond promptly, and track performance over time. Compliance Support Access tools to help maintain good standing with state reporting requirements. Keep track of important deadlines and stay organized with compliance-related tasks. Dashboards & Reporting View analytics and performance metrics for communication, pipeline progress, and campaign outcomes. Mobile Accessibility Manage all of the above from your mobile device, ensuring you and your team stay connected and up to date whether in the office or on the go. Purpose: The app is designed to give business owners, entrepreneurs, and teams a reliable hub for managing both client relationships and essential compliance responsibilities. By combining CRM functionality with compliance support, it helps businesses reduce administrative complexity, improve communication with clients, and maintain long-term operational stability.

Calificaciones y reseñas

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

El desarrollador (New Business Filing LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • No se recopilan datos

    El desarrollador no recopila ningún dato en esta app.

    Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

    Accesibilidad

    El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

    Ficha técnica

    Vendedor
    • New Business Filing LLC
    Tamaño
    • 358.9 MB
    Categoría
    • Productividad
    Compatibilidad
    Requiere iOS 16.6 o posterior.
    • iPhone
      Requiere iOS 16.6 o posterior.
    • iPad
      Requiere iPadOS 16.6 o posterior.
    • Mac
      Requiere macOS 13.5 o posterior y una Mac con el chip M1 de Apple o posterior.
    • Apple Vision
      Requiere visionOS 1.0 o posterior.
    Idiomas
    • Inglés
    Edad
    4+
    Copyright
    • Firstep CRM © 2025
  • Política de privacidad

    • Compatible con

    • Wallet

      La forma más sencilla de tener tus pases organizados en el mismo lugar.