Client Card
SmallCRM · Business owner, staff
Customer book for small businesses: notes, preferences, special dates.
Built in this build
- Customer card with tags
- Tag and field definitions
- Staff access
- Settings
- Customer summary from notes
- Frequent customer summary
Vision (needs external services)
- Visit/purchase notes
- Special-date reminders
- Birthday message reminder
- CSV export
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Customer card with tags
- Visit/purchase notes
- Special-date reminders
Admin modules
- Tag and field definitions
- Staff access
- Settings
AI capabilities
- Customer summary from notes
Automations
- Birthday message reminder
Analytics & reports
- Frequent customer summary
Integrations
- CSV export
Mobile
- Quick lookup at the counter
Roles & permissions
- Owner
- Staff
CRM →
Deal Deposit
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Quote Craft
Quote creation and approval tracking for small teams.
Handoff Desk
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Refer Reward
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
Describe what your business needs — DevAny does the rest
Define it, build it, run it — and take it anywhere.