A customer list from your contacts - Personizer
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Trang đã được sửa đổi vào: 11 tháng 3, 2020
Play A customer list from your contacts - Personizer on PC
Link to Tutorial
On there own, they’re just contacts, but Personizer leverages them as a valuable asset you’ll wish you had since day one.
Prospect new opportunities and network like a professional.
Save any text info and group it by Contact.
Set reminders to make calls and tasks on a per contact basis.
Follow up to get stuff done.
Need extra help to get started? Grab a 15min skype meeting to get assistance from us. https://calendly.com/personizer/15min
With a simple client list organizer for personal, small or micro business get focused today.
Need any more help?
»Within the app, tap the "?" icon, then tap "email us" to get help anytime.
»Talk to us live using the chat feature on the website, Link: Personizer.net
»Or send an email with your question through to info@personizer.net
»Otherwise the FAQ has common questions. FAQ link
Track anything:
»Client list /jobs
»Personal CRM
»Phone calls to make
»Customer relationships
»Networking events, client leads or prospects.
Personizer is like a layer on top of your device's contacts to manage a simple database (CRM).
Your Google contacts are stored to your phones Gmail/email account and are used as categories in Personizer.
Take care of your small or micro business on the go.
Use it in isolation to keep track of;
New prospects, potential customers or networking opportunities
Both customers and suppliers.
Business administration and BDM.
General tasks, meetings, appointments and things to follow up with.
No unnecessary frills just the basic essentials to get going instantly or fill it up with as much as you need:
Customer, Subject, Description, photos (5), reminders, on a single device using your Google / Gmail contacts as a CRM.
It can copy Subject to your devices default Calendar aswell.
Free your mind and keep all those day to day customer activities and the info saved in one place.
Sets up instantly! As it uses your existing devices Google contacts data to create a powerful and easy customer manager.
Quickly jump over to the contacts inbuilt profile with phone number, email, SMS, or location as it leverages your phones existing communications to promote customer relations for better customer service. Create happy and satisfied customers with a clear client focus.
A customer centred approach is provided through the easy categorization of Customer -> Tasks/info -> Alarms/Calendar appt.
It’s just like having your own personal secretary everywhere you go.
Personizer has helped a variety of people to get organized. Everyone from the busy small business operator to mobile businesses.
View your work history to see what has been done previously. Be organized and never forget to bring parts or equipment to a job. Share a copy of the info via SMS or email with other people.
The Filter view mode shows just what’s on for Today, or Overdue or Not yet due.
Drag the Personizer app icon onto the home app bar so it's easy to run each day, and jot down those important things as they come in. Or create new tasks via your SMS or email straight into Personizer as a new task. (Select the text | Tap Share icon | Tap Personizer)
Create text lists to make sure you’ve packed all the right equipment before heading out. Nothing is worse than arriving at a job site to have to waste time going back to pick something back up.
Also works as a personal CRM or business organizer.
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