EbixCash - SOA 4+

Ebix Inc

Розроблено для iPad

    • Безкоштовно

Знімки екрана

Опис

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.

Що нового

Версія 1.0

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

Приватність програми

Розробник (Ebix Inc) не надав Apple інформацію про свої процедури забезпечення приватності та обробки даних.

Відомостей не надано

Розробнику потрібно буде надати відомості про політику приватності, коли він надішле наступне оновлення програми.

Ще від цього розробника

SmartOffice Anywhere
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EbixCash
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iEmployee
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RSRTC RESERVATION APP
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Ebix Cash Business Travel
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EBAW Wellness Personal Tracker
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