SmartVisor

Lead Management & Track Sales

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

Lead management and sales tracking tool for mutual fund distributors. A tailored way to manage the leads, clients, employees, products and Sales for any advisory company Our comprehensive process ensures every lead is tracked, followed up, and converted efficiently. The flow supports client onboarding, service allocation, approval, and performance reporting—streamlining operations for better productivity and transparency.

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The developer, Intellimax technologies pvt ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • User Content

Privacy practices may vary based, for example, on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Provider
  • Intellimax Technologies Private Limited
Size
  • 38.9 MB
Category
  • Business
Compatibility
Requires iOS 13.0 or later.
  • iPhone
    Requires iOS 13.0 or later.
  • iPod touch
    Requires iOS 13.0 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
13+
Copyright
  • © Intellimax Technologies Private Limited