Financing agent
- Manage your clients and track their service status with this set up.
- Fill in their business info and update the service progress using the ‘status’ column.
- Quickly monitor the work progress of each client from this overview.
- Efficiently keep and retrieve documents and messages collaborated with clients
- Assist the review and support your business growth
- Instantly retrieve your required information by searching the previous document chats
The built-in search engine simplifies any complex searching criteria - Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
- Keep customer, communication and file records such as proposals delivery and plans ever prepared
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