Tier1 Mobile Now 4+

Tier1CRM Inc.

Diseñada para iPad

    • Gratis

Capturas de pantalla

Descripción

Stay informed on client activities with Tier1 Mobile Now. Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.

Access your clients key information on the road.
- Bio, tier, interactions, interests, company description, hierarchy, notes, and files.
- Relationships with others at your firm.
- LSEG ownership and profile data.
- Past and live deals, deals you have shown them.

Save time at the office by doing more on your phone or tablet.
- Manage your contacts and lists.
- Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
- Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
- Review your client files while in transit.

Request a demo to learn how you can accelerate your firm’s digital transformation with optimized client relationship management.

Novedades

Versión 2024.1

-Book attendees into events
-Contact host for meeting or general requests

Privacidad de la app

Tier1CRM Inc., que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.

No se recopilan datos

El desarrollador no recopila ningún dato en esta app.

Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

Quizás te interese

ION CARD Digital Business Card
Negocios
TernioCX
Negocios
Money Management Institute
Negocios
TernioF9
Negocios
AI Job Interview Trainer
Negocios
PDA Go
Negocios