iPhone app · Everything, at hand

Companies, people & photos

The home grid is the workspace, one tap from anywhere: Companies and People with live counts, the Activity feed, then the sales objects (Deal Pipeline, Quotes, Sales Orders, Leads) and the production ones (Photo Gallery, Calendar, Schedule). "Jump to anything" at the top searches across all of it. This is where the unified record lives on the phone: a company holds its people, its quotes, its orders, its visits, its photos, and its diary entries, and opening it tells a technician who has never been there what the last one knew.

See it on your phone

Free · iOS 15.1+ Also in any phone browser Office and field on one record

Kaizen CRM iPhone app: The home grid. Every part of the workspace one tap away, each with a live count: companies, people, pipeline, quotes, orders, leads, photos, calendar, schedule. — **The home grid** Every part of the workspace one tap away, each with a live count: companies, people, pipeline, quotes, orders, leads, photos, calendar, schedule.

What it does

Companies and people, with history

Every company with its contacts, and every contact with the calls, texts, quotes, and visits on their timeline. The counts on the grid are live.

Photo gallery on the record

Photos taken from the app land on the customer and the job, not the camera roll. The gallery shows recent captures across the workspace; each one knows which site it came from.

Site visits

A visit is an object on the record: when, who, what was captured. The next visit starts from it.

Leads, unqualified

New leads sit in their own list until worked, with the source attached, so nothing arrives and vanishes.

Jump to anything

One search box across companies, people, quotes, orders, and more. The record is three taps from the door, not a search, two menus, and a tab.

Why it matters in the field

Nobody knows the full story on a customer because the story lives in five places. The home grid is the five places as one place, on the phone, with the counts honest. When a technician leaves, their customer knowledge stays, because it was captured here as a by-product of doing the work.

The photo gallery matters more than it sounds: a picture of a bulging capacitor in a personal camera roll is a private observation; the same picture on the record is a quote the office sends by lunch.

On a Tuesday

At the doorJump to "Hartwell." The company opens: three contacts, one open quote, last visit's photos.
On siteTwo photos from the app, straight onto the record, tagged to this visit.
LeavingA new contact met on site is added to the company. The office sees it on the record before the truck has left the street.

Common questions

What customer information does the Kaizen iPhone app hold?

Companies and their people, each with a timeline of calls, texts, quotes, orders, site visits, photos, and diary entries; leads with their source; and a photo gallery where every capture knows which site and job it belongs to. One search box reaches all of it.

Do photos go to the customer record or the camera roll?

The record. Photos taken from the app attach to the customer and the site visit they were taken on, and appear in the workspace gallery. Nothing has to be found on a personal phone later.

Can I find a customer quickly from the phone?

Yes. "Jump to anything" searches companies, people, quotes, and orders from one box at the top of the home grid, and the bottom bar keeps Home, Diary, Sales, and Tasks one tap away.

Keep exploring

Work diary When an employee leaves with customer info Customer database software Kaizen in the field

Put it on your phone today.

Free on the App Store. Or book thirty minutes with Mel and we will run your kind of job through it, end to end, on your phone.

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