M SmartOffice
Free
1.0for iPhone, iPad
Age Rating
M SmartOffice 螢幕截圖
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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最新版本1.0更新日誌
Last updated on 2016年04月04日
歷史版本
This update is signed with Apple’s latest signing certificate. No new features are included.
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Version History
1.0
2016年04月05日
This update is signed with Apple’s latest signing certificate. No new features are included.
M SmartOffice FAQ
點擊此處瞭解如何在受限國家或地區下載M SmartOffice。
以下為M SmartOffice的最低配置要求。
iPhone
iPad
M SmartOffice支持English