EbixCash - SOA 4+

Name: EbixCash - SOA
Author: Ebix Inc

Ebix Inc

Desenvolvida para iPad

- Grátis

Descrição

SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks.

It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.*

Smartoffice Anywhere is only available to the SmartOffice users.

With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.

· Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
· Appointments: Stay on top of meetings, calls and other appointments.
· Tasks: Take control of your daily task list and track completed tasks.
· Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
· Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
· Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of the new business, including quotes and illustrations.

5/09/2018

Versão 1.0

This app has been updated by Apple to display the Apple Watch app icon.

Ebix Inc, que programou esta app, não forneceu detalhes sobre as respetivas práticas de privacidade e o envio de dados à Apple.

Não foram fornecidos detalhes

A programação terá de fornecer detalhes de privacidade quando enviar a próxima atualização da app.

Informação

Fornecedor

Ebix inc. não se identificou como comerciante desta app. Se for um consumidor do Espaço Económico Europeu, os direitos do consumidor não se aplicam aos acordos entre si e o fornecedor.

Tamanho

1,1 MB

Categoria

Empresas

Compatibilidade