Having multiple new clients is a blessing, but keeping them organized and recovering their information is a task when you need to call them again!
Adding new clients as a contact in the default application is time consuming and tremendously lengthens the amount of contacts in your device. You are just trying to find your uncles number, but you had to scroll for hours to find amongst all your clients number that you will only use two or three times.
Store all your clients inside Client Circle and add any relevant information:
- Name
- Company
- Primary phone number
- Secondary phone number
- Email
- Address
- Notes
You can also organize clients into circles. It is even easier than creating a new client.
Filter clients and circles right from the home page to make finding them quicker. Once you click on a client you can call, email, share, or map their address with one click.
Finished a clients job? Swipe the client or circle from the home page to delete them.
Stay organized!