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WAVE CRM 4+
BajajCapital
-
- 無料
iPhoneスクリーンショット
説明
What’s New in WAVE CRM Beta Mobile App
- Role-based customised app for all
- Easily create leads and store in CRM through an easy-to-use lead creation form or upload leads in bulk in one go.
- Auto-assignment of leads and opportunities on marking appropriate dispositions
- Take client's documents and payment proof photos from camera and directly upload on the app
- In-app calendar to plan your day and other activities with follow-up and reminder feature
Features
- Manage your lead and client data on the go
- Stay updated with real-time flow of information and leads tracking. All lead details and latest disposition will now be in one place.
- Dashboard view of detailed reports of calls, meetings, and tasks for easy tracking and management
- Highly interactive, user-friendly interface that syncs your data across your desktop site and mobile app
- Plan your workday by having an overview of your scheduled activities
- Have access to Client Portfolio Report directly and manage collections
- Assign collection activity to stakeholders for documents and payments via tasks
App usage Note
The usage of this app is restricted to employees of Bajaj Capital Limited and Bajaj Capital Insurance Broking Limited. Other users may, however, use this app if they have the invitation from Bajaj Capital Insurance Broking Limited to use it via valid login credentials. Anyone else is not meant to, and will not be able to use the app.
新機能
バージョン 1.0.4
Minor change
アプリのプライバシー
デベロッパである"BajajCapital"は、アプリのプライバシー慣行に、以下のデータの取り扱いが含まれる可能性があることを示しました。詳しくは、デベロッパプライバシーポリシーを参照してください。
データの収集なし
デベロッパはこのアプリからデータを収集しません。
プライバシー慣行は、ご利用の機能やお客様の年齢などに応じて異なる場合があります。詳しい情報
情報
- 販売元
- Bajaj Capital Insurance Broking Limited
- サイズ
- 9.3MB
- カテゴリ
- ビジネス
- 互換性
-
- iPhone
- iOS 12.0以降が必要です。
- iPod touch
- iOS 12.0以降が必要です。
- Apple Vision
- visionOS 1.0以降が必要です。
- 言語
-
英語
- 年齢
- 4+
- Copyright
- © 2022 Bajaj Capital Insurance Broking Limited
- 価格
- 無料