CallRec - All-in-one CRM

COMPREHENSIVE mobile CRM FOR SMALL ENTERPRISES AND INDEPENDENT PROFESSIONALS

Client bookkeeping, Task management, Call logging, Financial tracking, Notetaking, Workflow automation.

Attract more clients and manage leads effectively with a comprehensive CRM tailored for small businesses.

Adaptable and customizable interface and features. Modify the interface according to your specific needs and tasks.

・Adaptable interface and features - you can activate or deactivate only the features you require.

・Task Management - an efficient task list that assists in organizing both personal and professional activities. Group tasks into folders and boards (lists or steps) with due dates set for each task. If additional fields, comments, or links to contacts are required, they can be included easily. The display settings can also be adjusted as needed.

・Notes - Utilize them for various purposes: reminders, support requests, negotiations, concepts, etc. You can effortlessly add extra fields or comments to any note.

・Organization Tools - Folders and lists help streamline your tasks, cards, and contact information.

・Customizable Fields - Tailor tasks, contacts, cards, and input forms (custom entities) to fit your requirements when standard fields fall short.

・Call Logging - Automatically records phone communications with adjustable rules for recording and storage.

・Personalized Data Entry Forms - Allows for the creation of unique forms (menu items on the main screen) with custom fields. Structure these forms to align with your business type, such as “Price Lists” with fields for Name, Description, Purchase Price, Sale Price, Warehouse ID, etc. This feature is particularly beneficial for adjusting structures to fit your specific business model. 

You can create custom objects that incorporate various types and quantities of fields.

・Calendar - Assists in planning and allocating tasks and to-do lists effectively across days, weeks, months, and years.

・CRM System - Turns your calls into clients, enhancing your ability to close deals by systematizing interactions with prospects and existing clients.

・Contact Management - This feature boosts your interaction with clients. Additional fields or comments can be added quickly, along with the ability to view call logs and conversation recordings.

・Automation - Streamlines your daily interactions with clients.

・Predefined Responses - Save time communicating with clients through instant messaging or email regarding common inquiries. This allows you to create text templates for quick responses.

Smart loom of business alchemist

During the 720 days and nights of running a micro-design studio, this mobile business hub has redefined the collaborative aesthetics of "human-machine symbiosis". When fingertips dance on the "Customer Star Map" interface, it seems to be in charge of the data hub of the Galactic Trade Alliance - newly captured potential customers turn into gradually appearing stars, unread emails rotate into star rings in the gravity well, and the countdown effect of to-do items is like the energy accumulation before a supernova explosion. The most exquisite is the "Quantum Entanglement Dashboard": in a cross-border project coordination, the progress delay of the Berlin supplier automatically triggers the Shanghai team's plan pop-up window, and the cross-time zone collaboration ripples weave into a Mobius ring-shaped solution matrix on the three-dimensional timeline.

As the second brain of freelancers, its "Memory Palace" protocol can be called a revolution in external thinking. The inspiration fragments in the customer meeting are condensed into knowledge crystals through voice shorthand, attached to the corresponding project branches and grown into decision trees; and the "smart weaving" function automatically weaves scattered contract terms, quotations and delivery nodes into a visual business tapestry. In a sudden customer complaint crisis, the retrospective mode instantly unfolds the event holographic sandbox, from the wording of the email three months ago to the voiceprint fluctuations of the call last week, and analyzes the quantum entanglement points of the trust rift frame by frame.

In the business alchemy experiment, it turns into a data alchemy cauldron: the basic field system is like the periodic table, allowing the industry jargon "conversion rate" and "KPI" to be melted into custom alchemical symbols; and the if-then logic chain of the "automation spell" allows fifty personalized promotional emails to cross the digital wormhole and land accurately before the morning coffee cools down. The most amazing thing is the "space-time origami" - folding the quarterly financial statements into an AR cube, and rotating the perspective, the expenditure curve and the revenue wave collide to form a cash flow rainbow for the next three years.

For micro-business owners, the "Multiverse Sandbox" demonstrates dimensionality reduction control: in the "Parallel Workflow" view, the butterfly effect of three business development plans is rehearsed at the same time; and the "Entropy Warning" system marks potential bad debt black holes two weeks in advance through chaotic calculations of customer activity and payment cycles. When the data trajectory of a silent customer suddenly deviates from historical inertia, the nine responses automatically generated by the AI staff can smell the renewal opportunity earlier than the intuition of the senior sales director.

The ultimate magic of this business operating system is to transform management anxiety into creative pleasure - dragging fields when customizing forms is like mixing magic potions, and the information flow of the Kanban interface follows the aesthetic rhythm of non-Euclidean geometry. When the "smart weaver" weaves scattered customer preferences, delivery records and birthday reminders into an annual service map, the business inspirations that were once buried by Excel tables are actually blooming into exotic flowers and plants in the profit garden under the irrigation of data flows. In the expedition of digital nomads, this mobile temple loaded with business souls is weaving the starlight of every tiny business into a galactic-level corporate epic.