Prospect Follow-up Card - Financial Planning (Australia) Mobile App
Core features are free forever
Just met a prospect and promised to follow up with them later?
Features
Image Capture
Submission Editing
Reference Data
Dispatch
How does it work?
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.
Industry: 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
Your free account comes with access to thousands of mobile forms.
Your free account comes with access to thousands of mobile forms.
Why Customers Love GoCanvas
All free accounts come with hundreds of related apps
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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