Personizer

Personizer App Introduction

Introduction

Personizer is an application designed to enhance customer service and relationship management. It is particularly beneficial for small to micro-business owners who need an effective Customer Relationship Management (CRM) tool.

Key Features

• Contact Categorization: Allows you to categorize your contacts for better organization.
• To-Do Tasks and Reminders: Set up to-do tasks and establish reminders to stay on top of important activities.
• Note Taking: Take notes about your customers and their interactions.
• Photo Attachment: Attach photos to customer records for a more comprehensive view.
• Calendar Integration: Send tasks to your existing calendar and have a comprehensive view of all calendars and tasks.

Task and Note System

The task and note system revolves around your contacts, enabling you to manage and track important reminders such as "Call about late payment" or keeping a note stating "This person always pays with cash." Completed tasks are moved into a customer history record, while notes remain easily referable. Tasks created can also be copied to your existing calendar for seamless integration.

Contact Management

Personizer simplifies the management of customer information within Google's infrastructure. It doesn't duplicate contacts, but rather streamlines the process from contacts to notes and tasks, then onto alarms or your calendar. This is essential for targeted customer service.

New Features

• Search Function: Easily find the information you need within the application.
• Integrated Calendar: Seamlessly manage your calendar and tasks together.
• Improved Note Management: Enhanced note-taking capabilities for better communication.
• Enhanced Scheduling: More efficient scheduling of tasks and activities.

Pricing and Support

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. Users can utilize tutorial resources or seek further assistance through the in-app FAQ or direct communication channels.

Conclusion

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