M SmartOffice
Free
1.0for iPhone, iPad
Age Rating
لقطات الشاشة لـ M SmartOffice
About M SmartOffice
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 iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.*
M SmartOffice is only available to the SmartOffice users.
With M SmartOffice, 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.
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.*
M SmartOffice is only available to the SmartOffice users.
With M SmartOffice, 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.
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تحديث لأحدث إصدار 1.0
Last updated on 04/04/2016
الإصدارات القديمة
This update is signed with Apple’s latest signing certificate. No new features are included.
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Version History
1.0
04/04/2016
This update is signed with Apple’s latest signing certificate. No new features are included.
M SmartOffice FAQ
انقر هنا لمعرفة كيفية تنزيل M SmartOffice في بلد أو منطقة محظورة.
تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات M SmartOffice.
iPhone
iPad
M SmartOffice هي مدعومة على اللغات English