Manage leads and track sales activities with real-time homeowner data. Log prospects, schedule visits, and update lead status. Generate invoices and receive payments directly. Sync with CRM tools and access product information on-the-go.
OLD MUTUAL LIFE ASSURANCE COMPANY SOUTH AFRICA LIMITED
Manage banking, savings, and investments
View and manage banking, savings, investments, and insurance accounts in one place. Access accounts via fingerprint or Face ID. Check account balances and transaction history. Track Rewards. Receive updates on products and solutions.
Create and manage shop profiles, list and update products, handle pre-orders, and track key data via a dashboard. Set shop opening/closing times and product status. Collaborate with managers and staff to streamline daily operations.
