| Udvikler: | TQD (1) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skriv en anmeldelse | ||
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| Lister: | 0 + 0 | ||
| Point: | 0 + 0 ¡ | ||
| Google Play | |||
Beskrivelse
- Basic & Advance CRM: Centralize your clients' contact data & information in one place, Manage busy appointments and tasks with your fingertip, Closely track multiple sales opportunities in one place, And set a standard of work.
- Financial Planning: Collect & Maintain clients' financial information & financial statement, Summarize clients' insurance policies portfolio, Set the financial goals for essential financial planning, And create a beautiful presentation for your customer.
- Team & Report: Collaborate closely with your team. Communicate directly within the organization. And keep track of your own and your team's performance at all times with a visualized report.
- Knowledge & Products: Read numerous articles exclusively for insurance agents and financial advisors for building new skills and competence, and browse a data warehouse of financial products to assist you in the service.
Try it for free today!
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Nyheder
- Version: 1.5.6
- Opdateret:
- Hey, our tax planning feature is finally done!
Hopefully, it's something that'll make your work easier. Sorry if there were any mistakes.
Our next move is the insurance planning feature, so stay tuned!
The weather's been changing a lot lately, so don't forget to take care of yourself.
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- TQD
- Platforme: Android Apps (1)
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- Friday
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Vær den første til at gennemgå 🌟
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Yderligere oplysninger
- Version: 1.5.6
- Kategori:
Android Apps›Virksomhed - Operativsystem:
Android 5.0 - Størrelse:
21 Mb - Indholdsklassificering:
Everyone - Google Play Bedømmelse:
0 - Opdateret:
- Udgivelsesdato:
Kontaktpersoner
- Websted:
https://www.friday.in.th
«Friday». Platform: Android. Kategori: Virksomhed. Udvikler: «TQD». Første udgivelse: . Sidste opdatering: . Nuværende pris: gratis. Denne titel har endnu ikke modtaget vurderinger eller anmeldelser på AppAgg. AppAgg sporer prishistorik, vurderinger og brugerfeedback for «Friday». Følg fremtidige rabatter og opdateringer via RSS. AppAgg hoster ikke applikationer eller distribuerer software. Alle varemærker, logoer og skærmbilleder tilhører deres respektive ejere.
Friday Kort webadresse: Kopieret!- 🌟 Del
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