AgendaCRM

Manual

How to use AgendaCRM.

One section of the app per chapter.

  1. DiaryDay, week and staff, queue, tasks and messages of the day.
  2. ClientsRecords, history, deals, quotes, signed forms and invoice details.
  3. ChatMessages between the people on the staff.
  4. StockProducts, supplier orders and stock counts.
  5. SettingsStaff, price list, online booking, backups and the rest.
  6. Artificial intelligenceAppointments and tasks prepared by your AI assistant.

Getting started

  1. Install the app. Open offlineagendacrm.it/app and choose “Install app” from the browser menu. On iPhone and iPad: “Share” → “Add to Home Screen”. In an ordinary Safari tab, after seven days without opening it, Safari deletes its data.

  2. First launch. “Start” and you work on the device. “Connect Google account” for the copy on your Drive and for working as a team. Staff members tap “I have a code”.

  3. The bar. Diary, Clients, Chat, Stock and Settings. “New” creates the right thing for the section you are in: an appointment, a record, a product.