Clients & Finances: Appointment book
source

Clients & Finances: Appointment book

(29)
Price
Free
Category
Productivity
Last update
May 04, 2021
Publisher
Andrei Andrushchak Contact publisher
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Ratings & Reviews performance

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Number of reviews,
total
29
Avg rating,
total
⭐4.7
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Description

1675 chars

Clients & Finances is a free 3-in-1 app for: 1) scheduling appointments and recording clients by small business masters working in the service industry; 2) managing your personal or family finances. Record your income and expenses. 3) accounting for purchases and sales of goods and materials. Warehouse accounting. Main functions: - maintaining a customer database; - the possibility of two-way synchronization of clients with contacts in the notebook; - record of clients during a telephone conversation; - automatic SMS reminders to customers; - simultaneous display of work events and personal calendars; - various work schedules; - accounting of services and income; - management of purchases and sales; - warehouse accounting of materials and goods; - accounting for prepayments from clients; - maintaining price lists; - wallets, cards, accounts; - transactions, split transactions, transfers, and settlements with clients; - hierarchical categories of income and expenses; - hierarchical projects and places; - import of bank statements using API (PrivatBank and monobank); - financial reports; - the ability to work without an Internet connection; - data synchronization with multiple devices (registration required). As well as: - floating window during a phone call with information about an appointment with a client; - functional widget for displaying appointments and personal calendar events; - attaching images in a client card, in a product card, in an appointment and in a financial transaction; - synchronization of attachments with Google Drive. Transfer them to your other devices. --- Support: Telegram group: t.me/clifin_en e-mail: support@clifin.eu

Screenshots

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