Customer Portfolio

Manage customers, employees, visits, tasks, products, documents, and sales from one organized workspace on iPhone and iPad.

Customer Portfolio is a professional customer portfolio and sales management app designed for field sales teams, employees, and managers.

With separate Manager and Employee experiences, your organization can manage customer visits, sales records, tasks, products, documents, and team activity from one structured workspace.

FOR MANAGERS

• Add and manage employees. • Review customer visits and portfolio records. • View uploaded business card images and visit details. • Assign weekly or monthly tasks and sales targets. • Track sales by employee, date, and currency. • Share products and PDF documents with employees. • Use professional sales calculators and reporting tools. • Monitor team activity from a centralized management panel.

FOR EMPLOYEES

• Record customer visits and portfolio information. • Add business card images and customer details. • View assigned tasks and targets. • Record and review sales activity. • Access products and PDF documents shared by the manager. • Maintain personal and professional profile information.

KEY FEATURES

• Separate Manager and Employee access. • Customer portfolio and visit calendar. • Sales tracking and filtering. • Weekly and monthly task management. • Employee and team management. • Product and PDF document library. • Business card image support. • Sales, discount, tax, and profit margin calculators. • Light and dark appearance. • Optimized layouts for iPhone and iPad. • Turkish, English, German, French, Spanish, Arabic, and Russian language support.

Customer Portfolio helps sales teams keep their daily field operations organized, accessible, and easy to manage.

SUBSCRIPTIONS

Monthly subscription plans are available for managers. Employee limits, prices, and plan details are displayed in the app before purchase.

Payment is charged to your Apple Account after purchase confirmation. Subscriptions automatically renew unless canceled at least 24 hours before the end of the current subscription period. Subscriptions can be managed or canceled from your Apple Account settings.

Privacy Policy: https://musteri-portfoyum.web.app/privacy-policy.html

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/