Manual CRM for Small Business

Manual CRM is a tool used for recording and managing your customer relationship. This is a tool that will assist many small businesses to properly follow up with their customers from the lead generation stage to closing stage.

Our Manual CRM tool is not an app and will not function as an app. It is a PDF tool meant for people or businesses that want to use handwritten notes, texts and manually enter information about their customers and business organization without storing them in a server outside of their company.

Features of Manual CRM

• Easy to use.
  • All pages are created and designed to make your work easy. The pages are linked properly to their respective sections for seamless navigation.
• Made for Samsung Notes App.
  • The Manual CRM is well suited for the Samsung Notes app. However, if you use Goodnotes, Noteshelf or XODO PDF editor and any PDF annotation app, this should work.
• Track New Leads.
• Create new leads Contacts.
• Create Accounts for new leads and contacts
• Follow up on new leads
• Create new sales pipeline
• Share and collaborate with team members.
• Enter call logs.
  • You can log in phone calls date and time of a customer to keep track of your conversation trends, NOT records of the actual conversation.
• Create new production for orders
• Create cases for customers complains
• Schedule meetings with clients and team members
• Create and follow up on Tasks
• Create new appointments
• Workspace for managing manufacturing, suppliers, raw materials, packaging and more.
• Manage your team members
  • See their sales volume and total sales for the quarters.

Overall, Manual CRM is not going to store your files to a cloud somewhere or in a server outside your local device. Instead your files and data are stored within your phone. It is a PDF file that resides inside your phone. You can see where your files are at all times. You can share your files with your team and collaborate with others.