Customer Database App
Easy to use CRM software for small business.
Customer Database App is a free CRM system that is easy to use and set up.
Custom fields using the drag and drop editor let you choose what information you keep about your customers. Getting to the customer record has been made quick and easy from wherever you are.
Workflows/stages can be customized for each type of sales pipeline/product you have, these can be used to automate actions such as creating tasks for users, and sending emails from a template with merge fields. Stage changes with the user and date/time are included in the audit history shown on the customer record making it easy for any users to understand what has happened in the past.
Boards give an overview of your currently active sales/product pipelines, if you have multiple users you'll be able to see what each user is working on and if there have been any delays in progressing leads/customers through each stage.
The software contains many of the standard things you'd expect in a CRM including notes, a diary, tasks, document production, file attachments etc.
General setup includes user permissions, date/time formats that can be switched for your location, two-factor authentication, and choosing the colors/icons for your pipelines/stages.
Data can be imported from CSV and the API allows leads to go directly into the CRM from your website/social media.
- Free
- Free Trial
- Official Pricing
- Browser
- Mobile
- Android
- Windows
