公勝 mAgent+ vs TopSales CRM Usage & Stats
公勝 mAgent+ 是由公勝保險經紀人股份有限公司所全新開發的行動投保平台,提供給公勝保經業務同仁專屬使用。
本 App 提供下列功能:
1. 支援生物特徵登入機制:可以透過 Touch ID 或 Face ID 登入此 APP。
2. 公告欄功能:提供各家保險公司服務維運時間通知、公勝保經服務維運時間通知。
3. 客戶管理模組:提供準客戶、客戶管理功能、客戶拜訪管理功能,全新查詢機制讓你可以透過 APP 來進行保戶管理。
4. 公勝表單模組:全新公勝表單功能,新的 UI 介面設計與符合 APP 瀏覽設計,讓你管理表單無煩惱
5. 行動投保模組:嫁接產險、壽險行動投保介面,為國內整合最多家產、壽險行動投保公司。
6. 投保紀錄模組:提供保戶投保紀錄查詢與管理。
7. 智慧規劃模組:整合保單健診、商品百科與比較功能。
8. 支援文件模組:各家保險公司操作手冊、影片教學資源一手掌握。
9. 本版 APP 僅支援 iPad 設備。
- Apple App Store
- Free
- Productivity
Store Rank
- -
Is your customer data scattered and incomplete?
Achieving performance shouldn't rely solely on impressions! TopSales automatically integrates your contacts and calendar. Who did you meet with today? What products did you introduce? Which solution is he interested in? Your interactions with customers can be recorded through notes and photos, and by opening the contact, you can view the entire interaction process.
What should you do next?
Let the data statistics tell you! TopSales provides clear graphical reports that allow you to arrange the next task directly based on three major statistics: customer opportunities, long-uncontacted customers, and products purchased by customers! With strategic task arrangements, you can accurately control project progress and customer trends, achieving performance more efficiently!
Feeling overwhelmed when things get busy?
You only need this key move! TopSales not only arranges tasks for you in priority order but also allows you to set up one-click opening functions according to the type of task. You can not only make calls and send text messages but also directly open maps and emails. As long as you set up task actions in advance, you can accurately strike even when busy!
Tired of being bound by formats?
Set up new fields in a diverse way! Feeling tied down by formats? TopSales allows you to freely create labels and manage contacts in the most flexible way. You can also customize fields for products, product content, and sales cost items to meet real usage needs.
Subscribe to TopSales to enjoy more advanced features and services. There are unlimited numbers of customer storage, opportunity counts, custom contact label counts, custom company label counts, custom sales stage counts, custom sales product counts, etc. Periodic great offers, and more functions, more surprises, waiting for you to experience.
Subscription fees will be charged through your iTunes account and will automatically renew 24 hours before the end of each subscription period. You can cancel anytime via the iTunes Store. If not canceled 24 hours before the end of the subscription period, it will automatically renew. Please refer to the TopSales Terms of Service and Privacy Policy.
Auto-renewal fees:
Basic version
TW: NT $250 / month
US: USD $7.99 / month
HK: HK$ 58.00 / month
CN: ¥58.00 / month
CAD: $9.99 / month
JPY: ¥1200 / month
Professional version
TW: NT $290 / month
US: USD $8.99 / month
HK: HK$ 68.00 / month
CN: ¥58.00 / month
CAD: $11.99 / month
JPY: ¥1300 / month
Website URL: https://www.topsalescrm.com
Like our TopSales FB fan page: https://fb.me/topsalescrm
For customer service inquiries, please email: service@askplore.com
Privacy Policy: https://www.topsalescrm.com/en/policy
Terms of Use: https://www.topsalescrm.com/en/terms
Commercial Terms: https://www.topsalescrm.com/en/commercial
- Apple App Store
- Free
- Productivity
Store Rank
- -
公勝 mAgent+ vs. TopSales CRM ranking comparison
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公勝 mAgent+ vs. TopSales CRM ranking by country comparison
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公勝 mAgent+ VS.
TopSales CRM
December 29, 2024