EmberCRM

Name: EmberCRM
Rating: 0 (0 reviews)
Author: J3 Software, LLC

Mobile Offline First CRM

Free · In-App Purchases · Designed for iPad

Ages

4+
Years
Category

Business
Developer

J3 Software, LLC
Language

EN
English
Size

24.7
MB

Ember helps users keep track of their clients, appointments, and histories. Ember is helping users to communicate with their clients more easily by enabling users to search and query their client’s history and send mass communications to those clients have not visited in a selected duration. FEATURES: --Client Features-- -Separate Address Book from device’s Contacts -View and Save Appointments, History, Photo, Notes, Birthdays, Anniversary, Gender, Custom Notes. -Search-able comments on each Client -Use Notes for tagging -Quick View of next & last Appointments -Easily Keep track of referrals -Quickly scroll through contacts using alphabet on right --Reports-- - The Reports show the following numbers based on the selected duration ---Percent Booked ---Income made (services & tips) ---Percent of clients that use chemical services ---Percent of clients that purchase retail products ---Export Report Screen to email. -Reports are available for Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 3 Months, This Year, Last Year, Or Custom Range --Scheduling Features-- -The most customizable double booking available -Schedule more than one service in one appointment -Completed appointments create history -View Daily Schedule in 15 min increments -Add Appointments from Schedule area -The most flexible recurring/standing appointments -15 mins Calendar Views for Day and Week --Histories Features-- -Record Services, Formula, Tip Amount, Retail Amount, Date Time & Note -History formula automatically updates contact formula field --Query/Search Features-- -Search for clients that have not serviced in X number of weeks -Search for clients that use chemical services -Search for clients based on gender -Search for clients that visited x number of weeks ago --Broadcast Features-- -Send thank you email messages to the clients who visited this week. -Send a Message to everyone who has a birthday or anniversary this month. -Send a Message to clients that use chemical services, to promo specials. -Send Mass Emails or SMS(Text Msg) to a search result. -Ember breaks down large broadcast into smaller groups to help make sure they are delivered. Number of messages to send can be set in options. --Customizable services-- You can add custom services and set the Name, Price, Duration and Double Booking options -Ability to customized service calendar with color codes --Options-- -Customize your work hours per day - required for reporting % booked -Calendar day view, set start time -Import Contacts from devices Address Book -Default for Area Code, State when adding new clients -Sales Tax %, Booth Commission %, Retail Commission % -Export All data to files so it can be used in Excel or numbers --Device Sync-- -Ember Auto Syncs to the Ember CRM cloud system. -Sync Multiple Devices together via Ember CRM cloud. -Copy Appointments to devices Calendar (Semi-Sync) -Auto Sync upon open

Ratings & Reviews

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What's New Redesigned Navigation & Home Screen - All-new navigation drawer with gradient header and modern design - New Dashboard with at-a-glance KPI metrics, news feed, and charts - Choose your default launch screen in Settings - Quick access to Reports, Image Gallery, Recent History, and Notifications right from the menu Modernized Look & Feel - Fresh, modern UI throughout the app with updated icons and styling - Support for Dark Mode with system colors - Modernized calendar with improved today indicator and visual appearance - Updated date pickers with inline calendar style - Circular profile photos on contact list and detail screens Powerful New Scheduling Tools - Drag-and-drop appointments on the Week view - Landscape rotation support for the Week calendar (now on iPhone too!) - Outside work hours warning when booking appointments - Interactive coach marks to help you get the most out of the calendar - "Tomorrow" column added to the Dashboard Enhanced Reports & Charts - Income by service type bar charts - PDF export with share sheet for reports - Multi-user filtering on income reports - Custom date range picker with modern calendar style Image Gallery - Browse all client photos in one place from the main menu - Add and manage images on history records - Enhanced photo viewer with share button and profile/notes view Sub-Contacts - Select sub-contacts on appointments and history records - Improved display throughout contact detail screens Notifications & News - In-app notification center with persistent storage - Integrated news feed to stay up to date Broadcast & Client Outreach - New broadcast queries to find clients not serviced in 1, 2, or 3+ years iPad Improvements - Comprehensive layout and split view fixes across all modules - Fixed Save and Close buttons on appointment, history, and work hours screens - Improved rotation handling and sidebar behavior - Better text wrapping for notes, services, and labels Additional Improvements - Flat fee booth commission option alongside percentage - Clear Date button on Birthday and Anniversary fields - Timezone support across calendar and reports - Sync status indicator and 3-day sync warning alert - Apple Silicon Mac compatibility Stability & Performance - Resolved multiple crash scenarios during sync and background operations - Improved in-app purchase reliability - Enhanced network error handling and sync timeout recovery - Numerous bug fixes for a smoother, more reliable experience

Version 3.75.50

24 Feb

Data Linked to You

The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You

The following data may be collected but it is not linked to your identity:
- Contacts
- User Content
- Identifiers
- Usage Data
- Diagnostics
- Other Data