| Dezvoltator: | Zinnia Distributor Solutions LLC (2) | ||
| Preț: | Gratuit | ||
| Clasificări: | 0 | ||
| Recenzii: | 0 Scrie o recenzie | ||
| Liste: | 0 + 0 | ||
| Punctele: | 0 + 30 (2.4) ¡ | ||
| Google Play | |||
Descriere
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.
Capturi de ecran
Ce este nou
- Versiune: New
- Actualizată:
- 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.
Preț
- Azi: Gratuit
- Minim: Gratuit
- Maxim: Gratuit
Urmăriți prețurile
Dezvoltator
- Zinnia Distributor Solutions LLC
- Platforme: Android Aplicații (2)
- Liste: 0 + 0
- Punctele: 0 + 30 ¡
- Clasificări: 0
- Recenzii: 0
- Reduceri: 0
- Videoclipuri: 0
- RSS: Abonează-te
Punctele
0 ☹️
Clasificări
0 ☹️
Liste
0 ☹️
Recenzii
Fii primul care a revizuit 🌟
Informații suplimentare
- Versiune: New
- Categorie:
Android Aplicații›Finanţe - SO:
Android - Evaluarea conținutului:
Everyone - Google Play Evaluare:
2.4(30) - Actualizată:
- Data lansării:
Agendă
- Website:
http://www.ebix.com/
SmartOffice Anywhere Adresă URL scurtă: Copiate!- 🌟 Trimite
- Google Play
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