By Saffron Byte LLC
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Client Board is client tracking at a glance!
If in your business you take your clients through a multi-step process, then Client Board is the app for you and your business. Track, schedule, map, list, email, call, group, archive, and sync your clients all at your fingertips!
•Easy and intuitive interface
•Visibly track clients and tasks at a glance.
•Double-tap on an empty space to create a new task.
•Clear visual tasks that let you see if the task is still on time, if it is done, or if it’s late.
•Add contacts from scratch or from your contacts list to your clients. Send emails to your clients to keep them up to date without leaving the app. In iPhone, you can also call your client from the app.
•Add notes to your clients to keep track of important information. Notes are time-stamped for creation time and last update.
•Schedule local alerts for your client’s tasks.
•Sync your Client Board tasks with your device’s calendar app. Then, when you sync your iPhone or iPad with your computer through iTunes, it will sync your Client Board tasks with your computer’s calendar application such as iCal, Outlook, etc.
•Task list mode.
•View your client’s tasks on a map in a day-to-day basis.
•Create custom templates to fit your business. Then apply them to your clients to save effort and time.
•Create custom categories and status to group your clients in groups according to your business’ needs.
•Search feature lets you search for a client by full or partial name, and/or for a particular month.
•Archive clients once you don’t need to see them on the main view. This will keep your list uncluttered and still retain all your client’s information. And if you ever needed to un-archive a client, you can do so.
•Create mailing lists in .csv format for easy exporting to your favorite spreadsheet software or for creating mailing labels.
•Add billing items to your client’s tasks. These items can be customized to be flat rate, per hour, or per item.
•Sync your data with other devices using the device’s Bluetooth capabilities.
•Guided tour for easy introduction to Client Board.
•Universal app. Buy once and install it on your iPhone, iPad, or iPod touch and it will adjust its user interface and capabilities to fit your device, including the longer screen in the iPhone 5.
•More great features coming soon! We are always updating!
What's New in Version 1.2.4
-Fixed bug in maps
-Additional bug fixes
Loved it until last update
I agree 100 percent with this review. To bad .
This is a great product when it works it's really really good. Unfortunately since December 2013 every time I log into the program it crashes the iPad. Then usually the second attempt third or fourth attempt I can get into the program. I have sent numerous emails to the company notifying them of my problem. I have not heard one word from them. It's a shame. I really like the program but the bug is driving me nuts.
Just what I needed
I love this app. Its exactly what I needed for my real estate business!
Needs to be updated
This is just what I was looking for to keep track of clients and appointments. Though it has not had an update since August of 2013 and it needs to be update to fit IOS 7.
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- Category: Business
- Updated: Aug 22, 2013
- Version: 1.2.4
- Size: 5.1 MB
- Language: English
- Seller: Saffron Byte LLC
- © 2011 Saffron Byte LLC. All rights reserved.
Compatibility: Requires iOS 5.1 or later. Compatible with iPhone, iPad, and iPod touch.