Client Sales & Contact Manager 17

Client Sales, Contact and Invoicing Manager is a comprehensive application tailored for service-oriented independent businesses. It offers integrated invoicing, financial management, and client scheduling capabilities. The app enables users to efficiently handle client appointments, send reminders, generate invoices, and manage accounts, all within a client-focused framework.

With a one-time purchase price, this solution does not involve any recurring monthly fees. The robust invoicing feature facilitates the creation, emailing, and printing of various types of sales and service invoices. Users can visualize completed invoices in real-time during data entry and customize transaction views according to their business requirements. The app also features detailed profit & loss analysis functionality.

Offering comprehensive financial tools such as inventory control and profit & loss insights, this business app stores all information locally without reliance on external servers or constant connectivity, unlike many sophisticated business applications.

Key Features:

• Scheduler: A robust scheduling tool that allows seamless integration of client information with appointments. Users can set reminders, complete transactions, access contact management data, send appointment confirmations, and manage multiple calendars all within the app.
• Contact Management: Easily store notes, images, and communication records with clients. The app also offers in-app calling, texting, emailing, and mapping functionalities.
• Labor, Parts & Supplies: Maintain detailed information on various components such as multi-line descriptions, costs, pricing, units of measure, and quantities.
• Invoices: Automatically generate invoices from estimates with support for multiple payment methods and detailed sales tax setups. Customizable options include displaying logos, terms and conditions, and other messages.
• Financial Information: Instantly accessible financial data for any client or job with easy exporting options for further analysis.
• Help and Support: Contextual help topics and tutorial videos available within the app along with email, text, and phone support for user queries.
• Miscellaneous Features: Support for international currencies, dynamic font sizing options, document customization capabilities for invoices and estimates with batch delivery functions.

In-App Purchases:

• Estimates: Create professional estimates on-site for immediate emailing or printing with status tracking from draft to approval.
• Signature Capture: Capture digital signatures for approved estimates with status updates. The ability to copy invoices and estimates for reuse is also available.
• Messages & Reminders: Automated appointment reminders via text or email creation, with message customization options for various communication needs.

Additional functionalities include cloud synchronization across up to five devices through iCloud technology to keep business information in sync. The application also offers profit tracking tools and a range of formatted PDF reports for in-depth financial analysis.