Smart Business CRM

CRM for Effective Business Management
	•	Database on your Mac. The Internet is not required to work with the app.
	•	Simultaneous work of several users.
	•	Access to the app from any device with a web browser (Mac, iPhone, iPad, Android, MS Windows PC, Linux PC).
	•	Access to the app from the local network and remotely. Remote access requires router configuration.
	•	Management of a company with several departments.
	•	The app is focused on quickly making entries and quickly finding the necessary information.

Client management
	•	Smart calendar for recording clients (vertical and horizontal, search for free time)
	•	Storage and online editing of MS Word document (for example, customer card)
	•	Unlimited number of attached pictures
	•	Creating a client photo from the app
	•	Mutual settlements with the client
	•	Automatic SMS reminders to clients (Birthdays, Long time away, client recording reminder)
	•	Sales plan (agreement for services)
	•	Any number of price lists (VIP, basic, economy, specific master, etc.)
	•	Quickly create an invoice using groups for services and materials
	•	Automatic caller number identification (quick access to client card, records, client sales)
	•	Sending emails on WhatsApp

Staff Management
	•	Staff income
	•	Efficiency of working time use

Materials Management
	•	Remaining materials by departments and the company as a whole
	•	Quickly create a supplier’s invoice using groups for materials and the supplier’s price list
	•	Transfer of materials between departments

Financial accounting
	•	Profit report
	•	Money movement
	•	Balances on current accounts
	•	Mutual settlements with counterparties
	•	Any number of income and expense items

Business analytics
	•	Efficiency of advertising campaigns
	•	Administrators efficiency
	•	Office workload
	•	Efficiency of using offices

Safety
Differentiation of access rights to the calendar, documents, reports for each employee
	•	for viewing
	•	for editing
	•	filter for the master (the master sees only information about his clients)

Application area
	•	Beauty salon
	•	Massage salon
	•	Tattoo parlor
	•	Car service
	•	Rent and hire
	•	Education
	•	Tire service
	• 	Car wash

The app speed and security is ensured by use of modern technologies and protocols in data exchange between the client part and the server part (use of https v.2, TLS 1.2, TLS 1.3, Gzip and Brotli compression of transmitted data, web browser caching).

Possibility to test the app speed on test data:
- 6,500 clients
- 1,060 services and materials
- 14,000 calendar entries
- 10,300 sales
- 9,500 financial transactions