KEY FEATURES

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