Singlife SRM 4+
AAPL DIVESTMENT PTE LTD
-
- Free
iPad Screenshots
Description
Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads.
Key Features:
1. User self-generated prospect
2. Personalized dashboard overview of user existing prospects’ status
3. Call Prospect
4. SMS/Email Prospect
5. Schedule meetings and calendar view for the user’s schedule.
6. Prospect status update
7. Comprehensive information of prospect details, history of each call/sms/email and schedule with given feedback on each.
8. Integration with eFNA to complete needs analysis of prospect.
Requirements for use:
• Apple iPad with iOS 13.0 (or higher) installed
• WIFI or 3G/4G data connection
• Only advisers and supervisors who are existing users of the Singlife Online portal are able to log in and use this app.
What’s New
Version 6.0.31
Minor Bug Fixes.
Ratings and Reviews
Terrible
Terrible
App Privacy
The developer, AAPL DIVESTMENT PTE LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- AAPL DIVESTMENT PTE LTD
- Size
- 67.4 MB
- Category
- Finance
- Compatibility
-
- iPad
- Requires iPadOS 12.3.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 Singapore Life Ltd.
- Price
- Free