價格：免費
更新日期：2019-07-01
檔案大小：8.1M
目前版本：1.9
版本需求：Android 4.4 以上版本
官方網站：mailto:info@eagent.energy
Email：http://eagent.energy/#/privacy_policy?q=1
eAgent is the app for professional energy consultants. This “one-stop” app allows energy consultants to easily access every detail of their portfolio. Personalize the app with our completely white-labeled CRM system and transfer documents as the broker of record. Request pricing from a customizable list of preferred suppliers with just one-click on your phone. Help yourself to a comprehensive list of daily matrix prices that are void of any additional margins. eAgent tracks customer usage information then smartly calculates and updates commissions on every deal closed. Use the app’s automatic notification features to alert agents and/or customers of important information such as renewal dates. eAgent conveniently allows brokers to share information directly to and from agents as well as customers.
From lead generation to contract completion – eAgent provides you the entire seamless, wireless, paperless process from just one source.
eAgent App Features:
-Completely white labeled CRM
-Full compatibility with broker’s current CRM systems
-24/hour access to CRM portal
-Ability to upload and maintain customer information
-Access to daily matrices from nationwide suppliers
-Ability to send custom pricing requests to personal list of suppliers
-Ability to manage RFP’s by tracking inbound and outbound supplier pricing
-Reminders for upcoming customer renewals
-Up-to-date commission information
-One-click “quick lead” generator with bill uploader
-Access to industry standard documents such as: LOA, LOE, POA (Power of Attorney,) RFP, supplier contracts