1. Digital documents:
- With appfis you can easily create any document templates for your client to sign, legal contract, order, NDA, visit, meeting and more…
2. Client management & marketing
- You can create and manage your clients , each client have it own card where you can see his details, documents , orders and more..
- You can chat with your clients directly from the app
- You can send custom notification to a client or clients group with your latest sale , offers and greeting to keep your clients up and close.
3. Scheduling & meetings
- Automatically convert visit / meeting signed documents to calendar schedule with alerts
- You can plan your daily work and schedule.
4. Invoicing & accountant reports
- The system automatically creates and send digital signed invoices to your clients, also you have the ability to create income, statement and profit reports (monthly / annual)
5. Manage products & services
- Create your products & services database, with your retail price
- later when creating bid or order document easily add and calculate the products & services.
6. Collect payment online
- You can easily collect and manage payments on the app or collect cash or check manually