Keep contact details, conversations and next steps on your own iPhone. Client Network by ZW helps you organize contacts and family relationships, record visits and conversations, and plan your next follow-up with task reminders. • Contact details: add people manually or import only the contacts you select in the system picker, including all their phone numbers and email addresses. • Conversation and visit history: save notes and interactions so you can review what was discussed and what comes next. • Tasks and important dates: record next steps, deadlines and reminders. Add a customer's full Gregorian date of birth to their contact details, then choose separately whether to create a birthday reminder task. • Local data management: records stay on your device by default. Create password-protected backups, restore them or merge records. Automatic cloud sync is not provided. • Optional app lock: verify your identity using the system's Face ID, Touch ID or device passcode. • Three interface languages: English, Spanish and Simplified Chinese. Follow your system language or choose one in Settings. Core records, reminders and backups require no sign-in and no custom AI service. AI assistance is off by default. Selected information is sent only after you configure a compatible service, consent to transmission and enable the feature. The provider may charge separately. Apple speech recognition may process audio online; the related permissions are optional. Financial amounts are displayed in Chinese yuan (CNY). Changing the language does not convert currency. The app does not offer insurance transactions, payments or brokerage services. Privacy policy: https://zw6234336.github.io/insurancecrm-pages/en/privacy-policy.html Support: https://zw6234336.github.io/insurancecrm-pages/en/support.html
