Customers and follow-up

A card for every customer.

Who it is, what you agreed, and when you call back. Like the wooden card index of old, but you find everything again with one word. No CRM fuss, no account.

Open the drawer New card

Free. Your cards stay on your own device.

ExampleMarie PeetersBakkerij Peeters, TernatCall back Tuesday

You look for Marie, the drawer opens and her card comes up. Marie and her bakery are an example.

How it works

A card has a front, a back and a next step.

The front
Name, business, phone, e-mail and the address in separate fields. What you don’t know, you leave open.
Write a card
The back
What you talked about, with the date. The newest note on top, so you know where you were at the next call.
To your cards
The next step
A date to call back or write. Under Follow-up you calmly see who is due today, this week or later.
To Follow-up

Honest

What is in it, and what is left out on purpose

Yes

Customer cards with notes and a follow-up date
Tabs to group your customers, search on every word
Import and export as CSV and vCard, your phone reads them
A backup in one file, and forget everything with one button

No

No sales funnel, scores or dashboards
No mail campaigns and no newsletters
No notifications that rush you
No tracking, no ads, no server with your customers

Your customers, your responsibility

Keep only what you need.

Under the GDPR, you are the controller of your customers’ data. Kaartenbak makes that easy: everything stays on your device, removing a card is one click, and you can always show a customer what you keep about them.

Read the privacy explanation

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