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Customer Daily
Updated
Dec 6, 2024
Developer
Wesley Pingleton
OS
IOS
Category
app
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Good App Guaranteed:
This app passed the security test for virus,malware and other malicious attacks and doesn't contain any theats.
Description:
Customer Daily is a lightweight CRM and sales tracker designed for small teams and busy professionals. Capture every customer touchpoint, organize follow-ups, and turn daily activities into clear insights to drive growth. Ideal for field sales, service providers, and SMBs seeking a simple customer management tool.
Core features:
- Daily customer log: Record calls, meetings, notes, and outcomes in seconds.
- Smart follow-ups: Set reminders, schedule tasks, and never miss a lead.
- Insights and reports: View daily summaries, pipeline status, and performance at a glance.
Why it stands out:
- Fast, intuitive workflow built for daily use
- Mobile-first CRM app with offline-friendly logging
- Clear dashboards for daily report, customer management, and sales pipeline tracking
How to use:
1. Download and sign up: Create your account and set your business name, role, and team preferences.
2. Add or import contacts: Add customers manually or import from phone contacts, CSV, or your email list.
3. Log daily activities: Record calls, visits, notes, and outcomes; tag deals to your pipeline stages.
4. Set reminders and tasks: Schedule follow-ups, assign tasks to yourself or teammates, and enable notifications.
5. Review insights: Open the dashboard for your daily report, track pipeline progress, and export summaries for your team or manager.
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Version:
2.0
Size:
1.46MB
Price:
$ 0.99
Released:
Dec 14, 2023
Updated:
Dec 6, 2024
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