CH CRM: clientes e vendas

Your clients, your sales, and the daily list on your phone, even without internet.

CH CRM is CodeHamper's Customer Management app. It uses the same data as the dashboard: what you record on your phone appears on your computer, and vice versa.

Made for those who serve and sell at the same time, such as salons, barbershops, clinics, studios, and agencies. Instead of spreadsheets and loose notes on WhatsApp, you have each client's record and the progress of each sale in one place.

TODAY: CH ASSISTANT'S DAILY LIST
• Every day, CH Assistant compiles a list of who you should contact: newly arrived clients, overdue follow-ups, stalled opportunities, post-sales, and clients who have disappeared.

• Each contact comes on a card with the reason and a ready-made message script, already filled in with the client's name.

• Choose the approach, review the text, and open it directly in WhatsApp. The app doesn't send anything automatically.

• After contact, register it in the CRM with one tap, change the opportunity stage, or postpone the client until tomorrow.

• Without internet, the registration goes to the Sync tab queue and continues automatically when the connection returns. The last list read remains open on the device.

• In "Your Day," the checklist and tactics of the day to sell better.

CLIENTS AT YOUR FINGERTIPS
• Quick search by name or phone number
• Profile with phone number, notes, contacts, recent activities, opportunities, and upcoming appointments
• One-touch WhatsApp and call support
• Registration and editing via mobile phone, according to your role in the account

SALES PIPELINE
• Opportunities by stage: prospecting, qualification, proposal, negotiation, won, and lost
• Advance the stage with one touch and see how much is at stake
• Summary of open, won, lost, and conversion rate

WORKS WITHOUT INTERNET
• Register and edit clients and opportunities offline
• The Sync tab shows what's in the queue and sends automatically when the connection returns
• Data saving mode to synchronize only when you want

SAME ACCOUNT AS THE PANEL
• Use the same login as the CodeHamper panel
• What you see and save in the app depends on your role: manager, team, salesperson, or read-only
• Custom fields from the panel appear in the forms
• Clients already in your account, such as those in the Calendar, appear Here with the same registration

Requires a CodeHamper account with Client Management enabled. Create your account at codehamper.com.