| 開發人員: | Zinnia Distributor Solutions LLC (2) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 30 (2.4) ¡ | ||
| Google Play | |||
描述
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.
螢幕擷取畫面
新功能
- 版本: New
- 發佈日期:
- 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.
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Zinnia Distributor Solutions LLC
- 平台: Android 應用程式 (2)
- 清單: 0 + 0
- 點數: 0 + 30 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
點數
0 ☹️
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其他資訊
- 版本: New
- 類別 :
Android 應用程式›財經 - OS:
Android - 內容分級:
Everyone - Google Play 評分:
2.4(30) - 發佈日期:
- 發行日期:
聯絡人
- 個人網站:
http://www.ebix.com/
SmartOffice Anywhere 縮短網址: 已複製!- 🌟 分享
- Google Play
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