AgentBase.io
Productividad
Gratis · Diseñada para iPad
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.
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
Bug Fixes & performance Improvements
El desarrollador (AgentBase.io) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Agent Base LLC
- Tamaño
- 356.4 MB
- Categoría
- Productividad
- Compatibilidad
Requiere iOS 16.0 o posterior.
- iPhone
Requiere iOS 16.0 o posterior. - iPad
Requiere iPadOS 16.0 o posterior. - Mac
Requiere macOS 13.0 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- AgentBase.io © 2025
