Prospect Follow-up Card - Banking (Australia)

Form Template

Did you just serve a client that has more needs than you could address in your first meeting?

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Use this handy app to capture a prospects' details and create a reminder of what to do and when. Follow up later and make your customer's financial life easier to manage. Even take a photo of their business card! Add or customise details as you need.

Features
  • Image Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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