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Description
Stay informed on client activities with Tier1 Mobile Now. Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.
Access your clients key information on the road.
- Bio, tier, interactions, interests, company description, hierarchy, notes, and files.
- Relationships with others at your firm.
- LSEG ownership and profile data.
- Past and live deals, deals you have shown them.
Save time at the office by doing more on your phone or tablet.
- Manage your contacts and lists.
- Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
- Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
- Review your client files while in transit.
Request a demo to learn how you can accelerate your firm’s digital transformation with optimized client relationship management.