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Finaeo

Finaeo

Finaeo 1.3.29Finaeo手机版

  • 版  本:1.3.29
  • 软件授权:免费软件
  • 软件类型:国产软件
  • 软件语言:英语
  • 更新时间:2017/07/25 12:24:00
  • 应用平台:ios
  • 软件官网:官方网站
  • 软件大小:25.0 M
Finaeo 打开手机版页面
基本简介
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.
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Finaeo下载地址
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  • 置顶 华军网友 2017-05-22 17:21:55
    刚下载Finaeo时不太会用,不过照着网上的各种教程学习之后,感觉太easy了
  • 置顶 华军网友 2017-02-06 10:06:09
    我下载了酷盘不知道怎么操作使用,有人告诉我吗?
  • 置顶 华军网友 2016-06-09 19:09:39
    我十分赞同楼上对Finaeo的评价,我给十分!
  • 置顶 华军网友 2016-05-21 16:15:05
    非常不错,Finaeo良心,已经很难找到这么好的实用工具软件了
  • 置顶 华军网友 2016-05-10 19:22:23
    Finaeo1.3.29下载好慢,不知道是不是我网速问题,继续等待……
  • 10楼 华军网友 2015-12-18 22:30:06
    不好用
  • 9楼 华军网友 2015-07-02 10:45:39
    不知道如何下载
  • 8楼 华军网友 2015-06-03 13:33:49
    Finaeo1.3.29怎么找不到下载地址啊,求大神指教~
  • 7楼 华军网友 2015-05-15 20:32:28
    Finaeo这么好的软件你到哪里去找啊
  • 6楼 华军网友 2015-03-11 10:33:19
    感觉还不错,Finaeo1.3.29比上个版本要好的多
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