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M SmartOffice

價格:免費

更新日期:2016-05-02

檔案大小:624k

目前版本:1.2

版本需求:Android 2.2 - 6.0

官方網站:http://www.ebix.com/

Email:sagar.gaur@ebix.com

聯絡地址:Ebix Inc.

M SmartOffice(圖1)-速報App

M SmartOffice 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 Android users, built especially for insurance agents, financial advisors and other financial services professionals.

A SmartOffice account is required; visit www.ebixcrm.com for more information.

With M SmartOffice, you have the tools you need to stay productive no matter where your business takes you.

M SmartOffice(圖2)-速報App

1. Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.

2. Appointments: Stay on top of meetings, calls and other appointments.

3. Tasks: Take control of your daily task list and track completed tasks.

4. Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.

M SmartOffice(圖3)-速報App

5. Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.

6. 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.

M SmartOffice(圖4)-速報App