Smart Business CRM

CRM for business

Only for Mac

Free · In‑App Purchases

Mac

CRM for Effective Business Management • Database on your Mac. The Internet is not required to work with the app. • Simultaneous work of several users. • Access to the app from any device with a web browser (Mac, iPhone, iPad, Android, MS Windows PC, Linux PC). • Access to the app from the local network and remotely. Remote access requires router configuration. • Management of a company with several departments. • The app is focused on quickly making entries and quickly finding the necessary information. Client management • Smart calendar for recording clients (vertical and horizontal, search for free time) • Storage and online editing of MS Word document (for example, customer card) • Unlimited number of attached pictures • Creating a client photo from the app • Mutual settlements with the client • Automatic SMS reminders to clients (Birthdays, Long time away, client recording reminder) • Sales plan (agreement for services) • Any number of price lists (VIP, basic, economy, specific master, etc.) • Quickly create an invoice using groups for services and materials • Automatic caller number identification (quick access to client card, records, client sales) • Sending emails on WhatsApp Staff Management • Staff income • Efficiency of working time use Materials Management • Remaining materials by departments and the company as a whole • Quickly create a supplier’s invoice using groups for materials and the supplier’s price list • Transfer of materials between departments Financial accounting • Profit report • Money movement • Balances on current accounts • Mutual settlements with counterparties • Any number of income and expense items Business analytics • Efficiency of advertising campaigns • Administrators efficiency • Office workload • Efficiency of using offices Safety Differentiation of access rights to the calendar, documents, reports for each employee • for viewing • for editing • filter for the master (the master sees only information about his clients) Application area • Beauty salon • Massage salon • Tattoo parlor • Car service • Rent and hire • Education • Tire service • Car wash The app speed and security is ensured by use of modern technologies and protocols in data exchange between the client part and the server part (use of https v.2, TLS 1.2, TLS 1.3, Gzip and Brotli compression of transmitted data, web browser caching). Possibility to test the app speed on test data: - 6,500 clients - 1,060 services and materials - 14,000 calendar entries - 10,300 sales - 9,500 financial transactions

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- Minor improvements

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

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    VADIM ZYBIN
    Size
    32.8 MB
    Category
    Business
    Compatibility
    Requires macOS 10.15 or later.
    • Mac
      Requires macOS 10.15 or later.
    Languages
    English
    Age Rating
    4+
    In-App Purchases
    Yes
    • One month free $0.00
    • One month $0.99
    • Three months $2.99
    • Two months $1.99
    Copyright
    © Vadim Zybin