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Manage your customer data and notes securely and efficiently.

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Apointi customer management (CRM)

Do you have your customer data under control?

Every company needs an effective customer management system. Our business cloud software helps you manage relevant customer information easily and efficiently in a central database. So you can keep on top of your customer base.

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Book a free demo session with one of our product experts to find out more about the great functions of Apointi.

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Call us under +41 43 508 51 57.

Functions

Cloud-based customer management

Our appointment management software helps you manage your customer contacts and prevent unnecessary effort and chaos. Whether you work from your office, home or a café, our cloud-based customer management solutions gives you access to any device from any place.

Create customer profiles

Create an individual profile for every customer to store important information, such as their birthday. All data is stored digitally and securely in the database. Customer profiles also show the number of bookings made and the total revenue achieved from each customer.

Notes and notification

Add important notes for you and your employees to each customer profile. This can include specific preferences or important information from the last phone call. Notes help you look after your customers more effectively and make your processes more efficient.

Activity stream

All notes are displayed in an activity stream that every employee can see. This overview of your latest activity and customer interactions helps you communicate better and optimizes your processes.

Reviews

The CRM system allows you to decide whether to accept or delete customer reviews. Each review contains a star rating and a customer comment. They are published on your mini website.

Synchronization

The CRM system notes all changes that customers make to their data. You can synchronize this with a single click instead of making individual adjustments.

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Do you want to manage your business digitally?

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by Netagenda
    043 508 51 51
    Mo - Fr. 8 am – 5 pm.
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