Clients & Finances: Appointment book

Clients & Finances: Appointment book

Productivity | Andrei Andrushchak

Play on PC with BlueStacks – the Android Gaming Platform, trusted by 500M+ gamers.

Page Modified on: July 8, 2021

Play Clients & Finances: Appointment book on PC

Clients & Finances is a free 3-in-1 app for:
1) scheduling appointments and recording clients by small business masters working in the service industry;
2) managing your personal or family finances. Record your income and expenses.
3) accounting for purchases and sales of goods and materials. Warehouse accounting.

Main functions:
- maintaining a customer database;
- the possibility of two-way synchronization of clients with contacts in the notebook;
- record of clients during a telephone conversation;
- automatic SMS reminders to customers;
- simultaneous display of work events and personal calendars;
- various work schedules;
- accounting of services and income;
- management of purchases and sales;
- warehouse accounting of materials and goods;
- accounting for prepayments from clients;
- maintaining price lists;
- wallets, cards, accounts;
- transactions, split transactions, transfers, and settlements with clients;
- hierarchical categories of income and expenses;
- hierarchical projects and places;
- import of bank statements using API (PrivatBank and monobank);
- a variety of analytical financial reports;
- multicurrency accounting of income and expenses;
- the ability to work without an Internet connection;
- data synchronization with multiple devices (registration required).

As well as:
- floating window during a phone call with information about an appointment with a client;
- functional widget for displaying appointments and personal calendar events;
- attaching images in a client card, in a product card, in an appointment and in a financial transaction;
- synchronization of attachments with Google Drive. Transfer them to your other devices.

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Support:
Telegram group: t.me/clifin_en
e-mail: support@clifin.eu

Play Clients & Finances: Appointment book on PC. It’s easy to get started.

  • Download and install BlueStacks on your PC

  • Complete Google sign-in to access the Play Store, or do it later

  • Look for Clients & Finances: Appointment book in the search bar at the top right corner

  • Click to install Clients & Finances: Appointment book from the search results

  • Complete Google sign-in (if you skipped step 2) to install Clients & Finances: Appointment book

  • Click the Clients & Finances: Appointment book icon on the home screen to start playing

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