【實用商業app】SmartOffice Anywhere|最夯免費app

【實用商業app】SmartOffice Anywhere|最夯免費app

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【免費商業App】SmartOffice Anywhere-APP點子

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 new business, including quotes and illustrations.

【免費商業App】SmartOffice Anywhere-APP點子

【免費商業App】SmartOffice Anywhere-APP點子

【免費商業App】SmartOffice Anywhere-APP點子

【免費商業App】SmartOffice Anywhere-APP點子

【免費商業App】SmartOffice Anywhere-APP點子

免費玩SmartOffice Anywhere APP玩免費

免費玩SmartOffice Anywhere App

SmartOffice Anywhere APP LOGO

SmartOffice Anywhere LOGO-APP點子

SmartOffice Anywhere APP QRCode

SmartOffice Anywhere QRCode-APP點子
熱門國家系統支援版本費用APP評分上架日期更新日期
未知iOS
App Store
1.1.5
App下載
免費
2014-08-272015-06-04
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