CUSTOMERS & RELATIONSHIPS · App 66
Customer Management
Keep customer details, conversations and next steps together. Organise your own groups, respect contact restrictions and stay on top of manual follow-ups.
Explore populated customer management demo
Sign in with your existing password
Know your customers
Keep contact details, preferences and your own groups together.
Remember the conversation
Record enquiries, calls, meetings and the details that matter.
Make the next step clear
Review due dates, priorities and completed follow-ups.
See the whole relationship
Search your records and print a useful customer summary.
Illustrative stock photos, served locally under the Unsplash License. People pictured are not the fictional customers.
Customer care without losing the thread
- Private customer profiles, contact preferences, groups and searchable directory
- Enquiry and contact history plus dated follow-ups with completion tracking
- Populated fictional demo, editable sample records and printable relationship summaries
Six sidebar views cover overview, directory, contact history, follow-ups, groups and printable summaries. Open a customer to see their profile and full linked history. Mark follow-ups complete or reopen them. Your own group names can be reused across customers.
The public demo contains eight fictional customer profiles, nine contact records and eight follow-ups, including overdue, due-today, upcoming, completed and do-not-contact examples. Sign in and choose Add editable fictional data for an editable copy; repeated use preserves existing records and edited samples.
Manual relationship records, not automation. No emails, texts, calls, background reminders, online payments or marketing campaigns are sent. Contact preferences and do-not-contact flags do not establish consent. Do-not-contact profiles remain available for necessary internal administration, with visible warnings. This app does not import, synchronise or modify contacts in accounting or other trade apps.
Only your account can access its saved customer records through this app. Store only necessary information you are authorised to keep. Records are not an encrypted vault. Deleting a customer requires confirmation and also removes their linked contact history and follow-ups; deleting a single linked record leaves the customer intact. Keep printed personal information secure.