Prospect Follow-up Card - Financial Planning (Australia) Mobile App
Just met a prospect and promised to follow up with them later?
Features
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Image Capture
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Submission Editing
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Reference Data
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Dispatch
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.
Category: Finance & Insurance Professional Services Financial Planning Services General Finance & Insurance Customer Service Management
- Created by: Team GoCanvas
- Type: Records
- Language: English
- Country: Australia
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iPhone, iPad -
Android -
Windows
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Sign up for free and get access to thousands of mobile forms
Why Customers Love GoCanvas
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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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