AgentBase.io

生產力

免費 · 專為 iPad 設計

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. --- 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.

評分與評論

  • 此App未收到足夠的評分或評論以顯示概況。

Bug Fixes & performance Improvements

版本4.0.3

開發者AgentBase.io表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策 。

  • 不收集資料

    開發者不會從此 App 收集任何資料。

    私隱慣例或因使用的功能或年齡等因素而異。 進一步了解

    輔助使用

    開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解

    資料

    • 供應商
      • Agent Base LLC
    • 大小
      • 356.4 MB
    • 類別
      • 生產力
    • 相容性
      須使用 iOS 16.0 或以上版本。
      • iPhone
        須使用 iOS 16.0 或以上版本。
      • iPad
        須使用 iPadOS 16.0 或以上版本。
      • Mac
        須使用 macOS 13.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
      • Apple Vision
        須使用 visionOS 1.0 或以上版本。
    • 語言
      • 英文
    • 年齡分級
      4+
    • 版權
      • AgentBase.io © 2025
  • 私隱政策

    • 支援

    • 銀包

      集中整理票證的最簡便方式。

    你可能也會喜歡