M SmartOffice
Free
1.0for iPhone, iPad
Age Rating
M SmartOffice スクリーンショット
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.
Show More
最新バージョン 1.0 の更新情報
Last updated on 2016年04月04日
旧バージョン
This update is signed with Apple’s latest signing certificate. No new features are included.
Show More
Version History
1.0
2016年04月04日
This update is signed with Apple’s latest signing certificate. No new features are included.
M SmartOffice FAQ
ここをクリック！地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、M SmartOfficeの最低システム要件をご確認ください。
iPhone
iPad
M SmartOfficeは次の言語がサポートされています。 English
