Prospect Follow-up Card - Financial Planning (Australia) Mobile App

*First Name

*Last Name

*Email

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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

iPhone, iPad
Android
Windows

Your account comes with access to thousands of mobile forms.

Why Customers Love GoCanvas

Reduces paperwork

Tracks jobs & expenses

Shows real-time data

Affordable plans

How It Works

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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