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SmartOffice Anywhere 4+
Ebix Inc
Conçu pour iPad
-
- Gratuit
Captures d’écran
Description
SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks.
It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.*
Smartoffice Anywhere is only available to the SmartOffice users.
With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.
· Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
· Appointments: Stay on top of meetings, calls and other appointments.
· Tasks: Take control of your daily task list and track completed tasks.
· Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
· Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
· 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.
Nouveautés
Version 3.1
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
Confidentialité de l’app
Le développeur Ebix Inc n’a fourni aucune information à Apple concernant ses pratiques en matière de confidentialité et de traitement des données. Pour en savoir plus, consultez la politique de confidentialité du développeur.
Aucune information fournie
Le développeur devra fournir des informations quant à la confidentialité des données au moment de soumettre la prochaine mise à jour de son app.
Informations
- Fournisseur
- Ebix inc.
- Taille
- 32,5 Mo
- Catégorie
- Économie et entreprise
- Compatibilité
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- iPhone
- Nécessite iOS 10.0 ou version ultérieure.
- iPad
- Nécessite iPadOS 10.0 ou version ultérieure.
- iPod touch
- Nécessite iOS 10.0 ou version ultérieure.
- Mac
- Nécessite macOS 11.0 ou une version ultérieure et un Mac doté d’une puce Apple M1 ou une version ultérieure.
- Apple Vision
- Nécessite visionOS 1.0 ou version ultérieure.
- Langues
-
Anglais
- Âge
- 4+
- Copyright
- © 2010-2019 Ebix Inc
- Prix
- Gratuit