| 开发人员: | Zinnia Distributor Solutions LLC (2) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 30 (2.4) ¡ | ||
| Google Play | |||
说明
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.
屏幕截图
新版变化
- 版本: New
- 已更新:
- 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.
价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
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开发人员
- Zinnia Distributor Solutions LLC
- 平台: Android 应用 (2)
- 列表: 0 + 0
- 积分: 0 + 30 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
- 视频: 0
- RSS: 订阅
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其他信息
- 版本: New
- 类别:
Android 应用›财务 - 操作系统:
Android - 内容分级:
Everyone - Google Play 评分:
2.4(30) - 已更新:
- 发布日期:
通讯录
http://www.ebix.com/SmartOffice Anywhere 短网址: 已复制!- 🌟 分享
- Google Play
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