| Programista: | Zinnia Distributor Solutions LLC (2) | ||
| Cena: | Bezpłatny | ||
| Rankingi: | 0 | ||
| Opinie: | 0 Napisać recenzję | ||
| Listy: | 0 + 0 | ||
| Punkty: | 0 + 30 (2.4) ¡ | ||
| Google Play | |||
Opis
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.
Zrzuty ekranu
Nowości
- Wersja: New
- Zaktualizowano:
- 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
- Dziś: Bezpłatny
- Minimalna: Bezpłatny
- Maksymalna: Bezpłatny
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Programista
- Zinnia Distributor Solutions LLC
- Platformy: Android Aplikacje (2)
- Listy: 0 + 0
- Punkty: 0 + 30 ¡
- Rankingi: 0
- Opinie: 0
- Zniżki: 0
- Filmy: 0
- RSS: Subskrybuj
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Bądź pierwszą osobą, która napisze recenzję 🌟
Dodatkowe informacje
- Wersja: New
- Kategoria:
Android Aplikacje›Finanse - System operacyjny:
Android - Ocena treści:
Everyone - Google Play Ocena:
2.4(30) - Zaktualizowano:
- Data wydania:
Kontakty
- Witryna internetowa:
http://www.ebix.com/
SmartOffice Anywhere Krótki URL: Skopiowano!- 🌟 Udostępnij
- Google Play
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