> Design Options: Allows you to set your own title bar color. > File Attachments: Attach up to 20 files to a customer. Reflect CRM Software for both Mac and Windows enables a business to easily manage customer relationships and databases. Customers can insert the appointment directly into their calendar using a QR code. > Calendar: Manage customer appointments. The platform also offers a vast library of free templates for business documents like receipts, proposals, and invoices. PandaDoc is perfectly compatible with various document formats, plus it can support legally binding e-signatures. For example, the device can be handed to showroom visitors. The best document management software for Mac is PandaDoc. > "Input-Only-Mode": Optional activatable mode that allows only data entry. Track accounts, contacts, leads, meetings, compelling events, phone. > Custom Fields: also drop down selection lists and sorting by these fields is supported. Increase sales, customer retention, and profitability with Reflect CRM database solution. The app shows the names of people saved in the customer database for incoming calls if you activate this in the iOS settings under "Phone" -> "Block and identify calls".īecause of its high flexibility, the application is also often used in non-enterprise areas, such as teachers' management of parent contact information.Īdditional features that can be unlocked via in-app purchase: Additionally, this app adapts the Dark Mode and has the ability to save customer images. In addition to that, it has tools for the EU-GDPR and you can group customers, manage customers birthdays and vouchers, write newsletters, import customers from VCF files and export your data into VCF or CSV files. This also allows to sync the data with multiple devices. It is possible to sync your data with a (self-hosted) MySQL server to prevent loss or defect of your mobile device. This simple customer database application is designed for small companies for easy and secure customer management on smartphones and tablets, separated from private contacts. Daylite is a powerful Mac & iOS CRM (Customer Relationship Management) that helps teams manage more clients, close more deals, and complete more projects.
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