Manage customers, contracts, schedules, and tasks on the go, and access information on the go.
• Clarify what needs to be done - Check the tasks and to-do list that need to be completed.
• See contract information even in front of the customer - Manage your contracts from anywhere. You can register schedules linked to customers and record meeting details. Address searches, phone calls, emails, etc. can be performed instantly.
• You can check the history of customer actions, such as meeting results, right at your fingertips.
• Streamline office work - Leave notes and record your next actions while your memory is still fresh, such as after a business meeting.
• Share timely information with your team - Assign tasks to teammates. You can also update transaction information according to progress.
About hokan
hokan is an all-in-one comprehensive platform with tools that effectively support contract management, sales management, and communication, with a focus on CRM for insurance agents. Many people use it to improve efficiency, attract visitors, and grow their businesses.