Customer Daily
Wesley Pingleton
About this app
- Age 10
- Updated Dec 6, 2024
- OS IOS
Editor reviews
Customer Daily is a lightweight CRM and sales tracker designed for small teams and busy professionals. Capture every customer touchpoint, organize follow-ups, and turn daily activities into clear insights to drive growth. Ideal for field sales, service providers, and SMBs seeking a simple customer management tool.
Core features:
- Daily customer log: Record calls, meetings, notes, and outcomes in seconds.
- Smart follow-ups: Set reminders, schedule tasks, and never miss a lead.
- Insights and reports: View daily summaries, pipeline status, and performance at a glance.
Why it stands out:
- Fast, intuitive workflow built for daily use
- Mobile-first CRM app with offline-friendly logging
- Clear dashboards for daily report, customer management, and sales pipeline tracking
Screenshots
Recommanded games
LivePhish
Cisco Spaces
Bears Countdown
Who's On - Basketball
Where's My Bus?
DrawMee - Learn how to draw
Sundquist ATV Trails
Lava Lamp MC
Share+: FaceTime Watch Party
Do! Premium -Simple To Do List
App for Google Drive ℠
Greene King Pubs & Restaurants
Perfect Me -Face & Body Editor
AI-Karda
Space by Tinybop
How to use:
1. Download and sign up: Create your account and set your business name, role, and team preferences.
2. Add or import contacts: Add customers manually or import from phone contacts, CSV, or your email list.
3. Log daily activities: Record calls, visits, notes, and outcomes; tag deals to your pipeline stages.
4. Set reminders and tasks: Schedule follow-ups, assign tasks to yourself or teammates, and enable notifications.
5. Review insights: Open the dashboard for your daily report, track pipeline progress, and export summaries for your team or manager.