o(╥﹏╥)o伤心

微信无法下载Finaeo,不过只要点击右上角选择在浏览器或Safari中打开就可以啦!
Finaeo

Finaeo

  • 大小:25.0M
  • 语言:英语
  • 类别:实用工具
  • 系统:ios
Finaeo
Finaeo
Finaeo
Finaeo
Finaeo
Finaeo
Finaeo is a CRM built for insurance advisors to help them grow their books of business and make money! A mobile companion to the online Finaeo web portal, the Finaeo app makes sure that you never let another client slip through the cracks. Finaeo is the digital assistant and sales coach in your pocket!

As a digital assistant, Finaeo keeps you on top of your day by allowing you to track prospects & clients, manage tasks, take notes, and stay organized. Through a post-meeting flow, Finaeo prompts you to leave voice notes right after a meeting, ensuring that you never forget important client details. And a handy client card keeps the most important information about your clients always available at your fingertips, no matter where you are.

Built by advisors, for advisors, Finaeo also features a chatbot which will nudge you towards strong processes developed by highly successful insurance advisors. A digital sales coach, Finaeo ensures that you never forget another follow-up or birthday. It also keeps track of important dates, such as client end-of-level periods, annual reviews, conversion expirations, and renewals.

Finaeo is on the cloud, so your data is always secure and available! Whether you’re on your office computer, a laptop in a cafe, or on your phone just running to your next meeting, Finaeo keeps you organized and prepared.

版本: 1.3.29 | 更新时间: 17-07-25 展开更多

同类推荐

最新更新

Finaeo评论

  • 1楼 华军网友 2017-02-12 21:36:29
    请问各位把Finaeo下载到电脑使用该怎么下啊。请帮忙,谢谢
  • 2楼 华军网友 2016-10-24 12:05:52
    以前这个Finaeo大小很小,现在居然都已经25.0MB了
  • 3楼 华军网友 2016-09-05 17:44:50
    这个Finaeo我已经安装了,用起来感觉不错,感谢分享!

精品推荐

该应用未通过实名认证,您可通过豌豆荚下载。

取消好的