Financial customer relationship management available now.
The app provides financial customer relationship management for users on the go. Users can monitor customer financial status, including outstanding payments and invoices, and communicate directly with contacts.
The app allows users to consult, enter, or change contact details and register activities and todos. It retrieves data via an internet connection, providing real-time information without local storage for enhanced security.
Manage daily tasks through private workspaces. View to-do items, fill out forms, and access important documents. Securely interact with the team and access payroll funding, back-office support, workers’ compensation, and benefits information.
