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保秘书，保险顾问的移动智能帮手。无论你是刚入行的保险新人，还是资深的保险达人，保秘书让你的保险行销从未如此简单。
保秘书-客户管理、时间管理、获客
by Nanjing Yunyibao Information Technology Co., Ltd.
What is it about?
保秘书，保险顾问的移动智能帮手。无论你是刚入行的保险新人，还是资深的保险达人，保秘书让你的保险行销从未如此简单。
App Screenshots
App Store Description
保秘书，保险顾问的移动智能帮手。无论你是刚入行的保险新人，还是资深的保险达人，保秘书让你的保险行销从未如此简单。
保秘书主要功能：
- 规划拜访和日程：通过简单的文字输入或语音来规划你的工作，更重要的是这些记录将在客户主页中呈现，有效帮助你日后的促成成交。
- 准客户的追踪：所有的拜访进度一目了然，让你不会遗漏任何一个客户和销售机会。
- 客户标签功能：为了方便对客户的识别和记录，你可以给客户贴标签。
- 活动量的统计：查看任何时间段的活动量数据，方便自己检视和主管的指导。
服务现在，行销未来！保险事业不是一蹴而就，而是需要长期经营。
从此，保险路上不再孤单，保秘书陪你一起披荆斩棘。
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
