Customer Portfolio vs Invoice & Estimate Maker

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/

Create professional quotes, estimates and invoices in minutes, right from your phone. Send them as PDF by WhatsApp or email, then turn an accepted quote into an invoice with one tap. NEW: iCloud backup and sync across iPhones (Premium), customer signatures on your phone, job photo attachments, recurring document reminders and a simple expense and receipt log. 7 DOCUMENT TYPES Quote, pro forma invoice, invoice, payment receipt, delivery note, order form and service report. Numbers advance automatically by type, with your own prefixes. QUOTE TO INVOICE IN ONE TAP Convert an accepted quote into an invoice, pro forma or order form; items, customer and totals carry over. Conversions don't count toward the free limit. Duplicate any document to start a new job fast. ANY CURRENCY, ANY LANGUAGE Pick the currency per document (USD, EUR, GBP and more) and the PDF language. Labels, tax name (Tax, VAT, GST) and number format follow that language. Letter and A4 paper. TOTALS DONE FOR YOU Line discounts, overall discount, tax included or added, a breakdown by tax rate and the amount in words. DEPOSITS AND PARTIAL PAYMENTS Record payments and see the balance due. The document shows "Partially paid", and the PDF lists paid and remaining amounts. PROFESSIONAL PDFs 5 templates (Classic, Modern, Minimal, Corporate, Elegant), accent colors, your logo and signed stamp. Add your own payment link (Stripe, PayPal, Square) and it prints as a QR code. READY MESSAGES Send, payment reminder and thank-you messages are written for you; open them in WhatsApp or email. CUSTOMERS AND CATALOG Add customers from Contacts, save your products and services with prices. The smart line item wizard turns a sentence into line items. TRACK AND GET PAID Draft, sent, partially paid, paid. Due date reminders, lock screen and home screen widgets, and a "New quote" Siri shortcut. Premium adds monthly stats and an accountant pack (one CSV plus one combined PDF). No account needed; your data stays on your device. The free plan includes 3 documents per month. Premium unlocks unlimited documents, extra templates and colors, logo, stamp and stats. If your subscription ends, your documents stay. Note: This app is not an official e-invoicing system and does not replace one; check your local invoicing rules. TERMS OF USE AND PRIVACY Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.dijitalpilot.com/uygulama-gizlilik/