價格：免費
更新日期：2018-08-05
檔案大小：因裝置而異
目前版本：因裝置而異
版本需求：Android 因裝置而異
官方網站：https://www.synchestra.com
Email：info@synchestra.com
聯絡地址：隱私權政策
Synchestra helps financial planners and consultants with their prospecting and servicing. With Synchestra, you have a suite of powerful tools in the palm of your hands.
Position yourself with a free online professional profile. Build credibility with a digital presence that you can share with your clients and leads.
Manage your contacts with a CRM tool made specifically for you! You can add information about your contacts that will help you provide better financial advice. Track their life goals, priorities and existing policy products.
Create an insurance summary for your contacts in seconds. Impress them with a report in an easily downloadable PDF format.
In fact, stop spending time doing data entry for your client. Use Snap & Sync to take pictures or upload documents and get it transcribed into policies in Synchestra automatically!