Prospect Follow-up Card - Financial Planning (Australia)
Just met a prospect and promised to follow up with them later?
5,000 Companies save time and money with GoCanvas
Use this handy app to capture their details and create a reminder of what to do and when. Even take a photo of their business card! Add or customise details as you need.
Not quite right?
GoCanvas accounts come
with hundreds of form templates
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.”