Asbie vs Trinity

Easier Customer Management, Faster Sales Growth! Are you struggling with incomplete customer data? Asbie automatically integrates your contacts and calendar, giving you a clear view of customer interactions! • Who did you visit today? • What solutions were discussed? • Which products interest your customers? Quickly record notes or photos to keep a complete history of customer interactions and strengthen relationships! --------------------------- Smart Data Analysis for Informed Decisions! Not sure where to start? Asbie’s intelligent reports help you identify the best opportunities! • Customer opportunity analysis • Reminders for long-uncontacted clients • Purchase history tracking In just a few seconds, pinpoint potential deals, accurately understand customer needs, and boost sales without relying on luck! --------------------------- Stay Productive, Even on the Go! Feeling overwhelmed with too many tasks? Don’t worry! Asbie prioritizes your workload and lets you complete actions in one tap: • Quickly make calls • Send text messages • Open maps for navigation or send emails With task management in place, you can handle everything efficiently—even while on the move! --------------------------- Flexible Customization for Your Unique Business Needs! Tired of rigid templates? Asbie offers extensive customization so your CRM fits your exact workflow! • Custom contact tags • Set up products, sales stages, and cost items • Create a data management system tailored to your business needs --------------------------- Subscribe to Asbie & Unlock Unlimited Possibilities! • Upgrade to the Professional or Team Plan for exclusive benefits! • Unlimited customer records • Unlimited business opportunities • Unlimited custom contact and company tags • More powerful features waiting to be explored! Asbie, Your Business Buddy – Make Sales Growth Easier! Pricing Information Professional Plan: • TW: NT $290 / month • US: USD $8.99 / month • For more region-specific pricing, check the App Store. Download and subscribe now to make sales simpler and more efficient! --------------------------- Subscription Details: Your subscription will be charged through your iTunes account and will auto-renew 24 hours before the end of the billing cycle. You can cancel anytime via the iTunes Store. If not canceled at least 24 hours before renewal, the subscription will automatically renew. Please refer to Asbie’s Terms of Service and Privacy Policy for more details. Website: https://www.asbie1.com Follow us on Facebook: https://fb.me/topsalescrm Support Email: service@askplore.com Privacy Policy: https://www.asbie1.com/zh-tw/policy Terms of Service: https://www.asbie1.com/zh-tw/terms Commercial Terms: https://www.asbie1.com/zh-tw/commercial

Trinity 係為保險顧問團隊打造嘅專業工作平台：見客前做好功課，見客時攞得出真實數據，客戶自然更信你。 【保費融資分析】 支援富衛、宏利、保誠、萬通等主要計劃範本（包括最新智盈匯聚（優越版）V），本金、融資、利息費用逐年拆解，槓桿方案一眼睇清。內置 1 個月 HIBOR 對香港最優惠利率十年走勢圖，每日更新，融資成本有數得計。 【醫療儲備計算機】 收錄全港 33 間保險公司嘅自願醫保（VHIS）真實保費表，敘事式一步步計清楚退休醫療開支：保費點樣隨年齡上升、退休前後兩階段負擔、儲備點樣補缺口。 【香港醫療資料庫】 私家醫院手術收費（18 間私院中位數及收費範圍）、專科門診輪候、公立手術輪候、急症室輪候 — 全部政府公開數據，答客戶問題有理有據。 【強積金數據追蹤】 MPF RADAR 量化組合走勢一覽，每週更新；強積金表現追蹤覆蓋 15 間受託人計劃，累積／年度／月供回報排名一目了然，一撳同客戶分享。 【理財規劃・保障缺口分析】 家庭、危疾、退休三大缺口隨輸入即時更新，匯入現有保單自動計算貢獻，一眼睇晒邊度唔夠。 【客戶管理中心】 客戶檔案、今日待辦（生日祝福、保單周年、附近客戶）、報告連結集中一處管理；客戶專屬報告門戶用登入式私人連結，一條 link 專業呈現。 【團隊資訊】 團隊會議日曆、通訊錄、交費指引一機到手，會議一撳加入行事曆。 適合對象：保險顧問、理財策劃師及其團隊。