Customer Contact List Mobile App

Use this form to take a proactive approach in customer relationship management, as this template is an excellent tool that can be accessed right from your mobile devices. This form app is a helpful tool for small business owners and sales teams that lets you collect basic details on prospective customers and the products they may be interested in purchasing while saving time. Track and document important customer information form data like client email address, phone number, customer complaint forms, and notes on customer satisfaction in one place as part of a client information sheet template that helps build a digital client database.

Are you a busy salesperson or business owner who is tired of being chained to CRM software when exploring new leads? With the customer contact list app, it is easy to create a new record with customer data from anywhere using your smartphone or tablet. No more losing valuable information and time on prospective customers that you hastily jotted down in your car after a meeting or having to rely on complicated CRM software to handle customer relationship management. Using this form app, salespeople and other employees can enter customer data directly into their mobile devices, giving the business a head start on customer engagement. Use the reporting feature on this form to run reports in clients, available in real time as PDFs that can be printed or emailed in real time.

For another useful app, check out GoCanvas' customer information forms.

Category: Professional Services General Professional Services

  • Apple
    iPhone, iPad
  • Android
    Android
  • Window
    Windows

Why Customers Love GoCanvas

Reduces paperwork
Tracks jobs & expenses
Shows real-time data
Affordable plans
How It Works
I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.

Dave Kramer

PennLine Service

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