Сlients & finances Accounting
ru.keytomyself.customeraccounting
Screenshots
Description
The application will be useful to anyone who provides services to their clients or sells goods. It is suitable for both self-employed and small businesses. It can be used both for individual work and with a group, couple, family or organization.
With it, you can keep records of your practice, saving data about clients, services provided, expenses or goods. Charts and graphs will help you analyze the parameters of your customer base, monitor income, expenses and balance.
The application supports use on multiple devices with data synchronization with the server and the ability to work offline.
Free version of the application - no advertising, no registration, no collection of personal data. Customer database only in your smartphone. A sufficient set of functions allows you to keep full records of the private practice of a self-employed specialist.
Benefits of the application:
- Adding clients of different types: child, teenager, adult, group, couple, family, organization.
- Flexibly customizable client card with his contacts and information about him.
- Schedule with a convenient calendar widget: week, month, day.
- Adding and editing events: meetings, sales, expenses, free windows and personal matters.
- Auto-filling of customer and event data.
- Writing comments on clients and events.
- View the client’s profile and all the work carried out with him on one screen.
- Filter clients by status of working with them.
- Smart search allows you to find a client by name, his contacts and saved information about him.
- Accounting for income, expenses and balance by month and year.
- Qualitative analysis of the client base.
- Data backup and recovery.
- Importing data from the phone book.
- No advertising.
- Dark theme (night mode).
Advanced features offered with subscription:
- Work from multiple devices, cloud data synchronization.
- Telegram bot: online registration of clients.
- Buttons for communicating with clients: call, SMS, E-mail, link to website, WhatsApp and Telegram.
- Planning recurring events.
- Adding photo materials to clients and events.
- Login to the application using your fingerprint.
- Synchronization with contacts from the Phone Book.
- Synchronization of events with the Calendar.
- Export customer data to a CSV table.
- Speech recognition in comments.
- Event reminders.
- You can add clients to a group, family, couple and organization.
- In group meetings, you can specify participants.
The subscription contains one tariff plan - "All inclusive". No promotions, intrusive offers to pay for it or annoying notifications about the need to renew. I don't like all this.
I work as a self-employed person. First of all, I made the application for myself. However, I will be glad if the application becomes a faithful assistant in your work. I am always open to feedback and suggestions for development and improvement of its work.
Link to privacy policy: https://keytomyself.ru/privacy_policy
I grow professionally with you.
Andrey Ananyev
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