EbixCash - SOA
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EbixCash - SOA
EbixCash - SOA

EbixCash - SOA

Developer: Ebix Inc
App Size: 1.1 MB
Release Date: Sep 7, 2018
Price: FREE
3
1 Ratings
Size
1.1 MB

Screenshots for App

iPhone
More Screenshots for iPad
SmartOffice Anywhere 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.*

Smartoffice Anywhere is only available to the SmartOffice users.

With SmartOffice Anywhere, 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 the new business, including quotes and illustrations.
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EbixCash - SOA 1.0 Update
Sep 5, 2018 Version History
This app has been updated by Apple to display the Apple Watch app icon.

~Ebix Inc
More Information about: EbixCash - SOA
Price: FREE
Version: 1.0
Compatibility: Requires Requires iOS 9 or later
Size: 1.1 MB
Genre: Business
Release Date: Sep 7, 2018
Last Update: Sep 5, 2018
Content Rating: 4+
Developer: Ebix Inc
Language: English -


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