Prospect Follow-up Card - Banking (Australia) Mobile App
Core features are free forever
Did you just serve a client that has more needs than you could address in your first meeting?
How does it work?
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.