Insurance & Financial Services Mobile CRM Software
CRM for People on the Move
Financial Services Mobile CRM Software helps sales team to access the complete CRM in the mobile phone. Sales Team can view daily plan, update customer visits & update daily sales reports. The mobile CRM app has all relevant information such as leads, opportunities, customer contacts such that the salesperson can effectively close the sale.
- Daily Activity Plan in Mobile
- Call, Email Clients directly from App
- GPS Location based Activity Updates
- Mobile CRM Works on Android & IOS.