| Udvikler: | Zinnia Distributor Solutions LLC (2) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skriv en anmeldelse | ||
| Lister: | 0 + 0 | ||
| Point: | 0 + 30 (2.4) ¡ | ||
| Google Play | |||
Beskrivelse
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.
Skærmbilleder
Nyheder
- Version: New
- Opdateret:
- 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.
Pris
- I dag: Gratis
- Minimum: Gratis
- Maksimalt: Gratis
Overvåg priser
Udvikler
- Zinnia Distributor Solutions LLC
- Platforme: Android Apps (2)
- Lister: 0 + 0
- Point: 0 + 30 ¡
- Rangeringer: 0
- Anmeldelser: 0
- Rabatter: 0
- Videoer: 0
- RSS: Abonner
Point
0 ☹️
Rangeringer
0 ☹️
Lister
0 ☹️
Anmeldelser
Vær den første til at gennemgå 🌟
Yderligere oplysninger
- Version: New
- Kategori:
Android Appsݯkonomi - Operativsystem:
Android - Indholdsklassificering:
Everyone - Google Play Bedømmelse:
2.4(30) - Opdateret:
- Udgivelsesdato:
Kontaktpersoner
- Websted:
http://www.ebix.com/
SmartOffice Anywhere Kort webadresse: Kopieret!- 🌟 Del
- Google Play
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