| Vývojář: | Zinnia Distributor Solutions LLC (2) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 30 (2.4) ¡ | ||
| Google Play | |||
Popis
It's the ultimate mobile customer relationship management (CRM) tool for Android users, built especially for insurance agents, financial advisors and other financial services professionals.
A SmartOffice account is required; visit www.ebixcrm.com for more information.
With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.
1. Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
2. Appointments: Stay on top of meetings, calls and other appointments.
3. Tasks: Take control of your daily task list and track completed tasks.
4. Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
5. Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
6. Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of new business, including quotes and illustrations.
Snímky obrazovky
Novinky
- Verze: New
- Aktualizováno:
- What’s New
Fixed startup and login issues for smoother access.
Added cloud-based configuration to update web app URLs without republishing.
Improved error messages, logout flow, and overall stability.
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
Sledovat ceny
Vývojář
- Zinnia Distributor Solutions LLC
- Platformy: Android Aplikace (2)
- Seznamy: 0 + 0
- Body: 0 + 30 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
- RSS: Odebírat
Body
0 ☹️
Hodnocení
0 ☹️
Seznamy
0 ☹️
Recenze
Buďte první, kdo bude hodnotit 🌟
Další informace
- Verze: New
- Kategorie:
Android Aplikace›Finance - OS:
Android - Hodnocení obsahu:
Everyone - Google Play Hodnocení:
2.4(30) - Aktualizováno:
- Datum vydání:
Kontakty
- Web:
http://www.ebix.com/
SmartOffice Anywhere Krátká adresa URL: Zkopírováno!- 🌟 Sdílet
- Google Play
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