BreezeCRM vs 有利御守

BreezeCRM is a lightweight CRM built for sales professionals, consultants, and entrepreneurs. Keep contacts, tasks, files, and milestones together in one place, so you can stay on top of every customer and follow-up without digging through photos, notes, and scattered files. Keep customer information organized Start by organizing contacts with tags, then import them from your address book. Common fields are ready to use, and you can customize them to match the way you work. Link tasks, files, and milestones to each customer so you always know what needs to happen next and where the related information is. Built for sales follow-up BreezeCRM makes it easy to create and manage follow-up tasks. Create tasks quickly, save frequently used scenarios, and link tasks to customers, projects, and files. Set regular notifications or use alarms for important follow-ups, helping you stay on top of customer conversations and avoid missed tasks. Keep files with the right customer or project Stop letting important documents get buried in your photo library or file folders. Attach files to customers, projects, or tasks, organize them with tags, and find what you need with quick search. Turn on iCloud Sync when you need it to keep your data available across Apple devices. BreezeCRM also works offline, so you can continue working without an internet connection. Project management when you need it Project management is optional. For long-term projects and team collaboration, you can assign roles, connect contacts, track milestones, and monitor progress. When you don't need project management, it stays out of the way of your everyday customer and sales workflow. Key Features • Custom Tags — Organize contacts, projects, tasks, and milestones your way • Contact Import — Import contacts with built-in and customizable fields • Customer Follow-up — Connect customers with tasks, files, and milestones • Tasks & Reminders — Create tasks quickly and set custom reminders and alarms • File Organization — Keep files connected to customers, projects, and tasks • Optional Projects — Manage teams, roles, milestones, and project progress • iCloud Sync — Sync across devices and keep working offline BreezeCRM Pro BreezeCRM Pro unlocks iCloud Sync, unlimited files, unlimited custom fields, business card scanning, and other advanced features. Your subscription will automatically renew unless auto-renewal is turned off at least 24 hours before the end of the current subscription period. Payment will be charged to your Apple ID account after purchase confirmation. Your account will be charged for renewal within 24 hours before the end of the current subscription period. You can manage your subscription or turn off auto-renewal in Settings > Apple ID > Subscriptions after purchase. Privacy Policy: https://styart24.github.io/StyartHome/breezecrm-privacy-policy-en.html Terms of Use: https://styart24.github.io/StyartHome/breezecrm-terms-of-service-en.html

專為保險業務員打造的客戶管理 App。客戶名單、家族圖、拜訪紀錄一站到位，幫你記住每位客戶的家庭與生活細節，該聯絡誰、聊什麼，打開就知道。資料只存在你的手機與你自己的 iCloud，沒有帳號、不用上傳。 【它能幫你做什麼】 • 客戶名單：分類、關係與商品標籤、下次能提供什麼，一眼掌握 • 家族圖：把客戶全家的關係與細節畫成一張圖 — 誰是誰、家裡幾個人、各自的狀況，下次見面記得起每個人 • 今日行動：該聯絡誰、為什麼聯絡，打開 App 就知道 • 精準行銷：條件篩出名單，逐一複製訊息，開 LINE 關心不漏人 • FORM 拜訪紀錄：家庭/工作/休閒/理財四象限，AI 自動歸檔 • 名片拍照建檔、CSV 匯入：舊名單無痛搬家 • 多裝置同步：走你自己的 iCloud，換手機資料自己長回來 • 安心保障：刪錯的客戶 30 天內可救回，隨時完整匯出（JSON/CSV） 【定價】100 位客戶以內完全免費，不限時間。事業做大了再升級：年訂閱 NT$350 / 年，或終身版 NT$1,500 一次買斷。不續訂也不鎖你的資料 — 隨時看、隨時改、隨時匯出。 【付費方案】 有利御守 Pro（年訂閱）：NT$350 / 年，自動續訂。可隨時到「設定 → Apple 帳號 → 訂閱項目」取消。 有利御守 Pro 終身版：NT$1,500，一次買斷、不自動續訂。 使用條款（EULA）：https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ 隱私政策：https://lazzywill.lazzymerlin.workers.dev/privacy/yourlyomamori