AgentBase.io 4+

AgentBase.io

Diseñada para iPad

    • Gratis

Capturas de pantalla

Descripción

Finally, a CRM platform for Insurance Agents to manage both their recruitment and sales pipelines. Comes filled with a complete suite of recruitment and sales tools. Prospect, contact, and book sales appointments and recruitment interviews all in one hub. With AgentBase.io you can manage your entire business under one roof. Use our prebuilt automated recruiting and sales workflows, or get creative and build your own. 


AgentBase.io syncs to all your devices so you can manage your pipelines effectively and on the go. Track candidates and schedule interviews. Nurture your sales pipeline and book sales calls. Manage your email/text/social conversations with all your contacts. Use our powerful pre-built workflows or build your own! If you can dream it, AgentBase.io can build it.
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CAPTURE LEADS
• Build custom forms for leads or recruits to fill out.
• Import leads via API, upload, or one of many integrations like Zapier.
• Integrate with Facebook Leadform.
• Integrate your Instagram and Facebook account and turn engaged followers into leads.

GET ORGANIZED
• Manage your to-do list with Tasks—set due dates and reminders, so you never miss a deadline.
• Connect Outlook and Google Calendar to bring your schedule and your notes together.
• Use our internal calendar and Zoom integration to seamlessly schedule meetings with recruits, leads, and existing clients
• Build out custom pipelines to manage your sales and recruitments cycles, or use our own.

ACCESS ANYWHERE
• Your account syncs automatically across your computer, phone, or tablet.
• Start work on one device and continue on another without missing a beat.

Novedades

Versión 3.70.2

>Handle navigation url schemes in Webview
>Fixed issue where app gets killed when manual action call is endedAdded integration tests for reputation module
>CustomField date range not in parity with web
>Email CC / BCC recipients not getting actual emails
>Improved Message sender data fetching
>User parsing error in permissions
>CustomField does not display multiple lines for multiline texts
>Opportunity stage bottom sheet not opening in create/update page
>Opportunity dropdown clear button visibility

Privacidad de la app

El desarrollador (AgentBase.io) indicó que, entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.

No se recopilan datos

El desarrollador no recopila ningún dato en esta app.

Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

Compatibilidad

  • Wallet

    Almacena todos tus pases, entradas, tarjetas y más en un solo lugar.

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