Personizer

Personizer is an application designed to augment customer service and relationship management, particularly well-suited for small to micro-business owners who need an effective Customer Relationship Management (CRM) tool. The app gives you the power to categorize your contacts, set up to-do tasks, establish reminders, take notes, attach photos, and send tasks to your existing calendar while offering a comprehensive view of all calendars and tasks. It integrates seamlessly with your phone's contact list, which makes it straightforward to organize your clientele's information, with the added convenience of having customer details such as phone, email, and address readily accessible for enhanced communication.

A distinguishing feature of this tool is the task and note system, which revolves around your contacts, allowing for management and tracking of important reminders such as "Call about late payment" or keeping a note stating "This person always pays with cash." Completed tasks move into a customer history record, while notes remain easily referable. Furthermore, tasks created can be copied to your existing calendar, ensuring compatibility with your current organizational systems.

The application doesn't complicate your setup by duplicating contacts; instead, it simplifies the management of customer information within Google's infrastructure. The workflow streamlines the process from contacts to notes and tasks, then onto alarms or your calendar, which is essential for targeted customer service.

New features now include a search function, an integrated calendar, improved note management, and enhanced scheduling, reflecting ongoing development based on user feedback. Starting with a complimentary offer for managing up to three contacts with tasks, the software introduces an affordable one-time fee of USD$4 for unlimited entries, demonstrating its commitment to delivering value. Users starting out can utilize tutorial resources or seek further assistance through the in-app FAQ or direct communication channels.

By assisting in the intuitive management of customer interactions and tasks, Personizer aims to simplify your workflow, ensuring that maintaining customer relationships is a seamless aspect of your daily business operations.