SmartAgent vs Spending Tracker and Manager

¡HOLA! Somos SmartAgent……UNA APLICACIÓN PARA AGENTES DE SEGUROS que te permite administrar toda tu cartera de clientes desde una sola aplicación. Beneficios de utilizar SmartAgent * Seguimiento de prospectos y clientes: Desde el menu de personas se dará un seguimiento mas eficaz de las personas que des de alta, ya que se podrá consultar toda la informacion relacionada a una persona desde una sola vista. * Agenda: Obtén una vista de tus próximas citas. * Solicitudes y Pólizas: podrás dar de alta las solicitudes y pólizas desde la app, para poder darle un mejor seguimiento a tus ventas. * Seguimiento a Recibos: tendrás un reporte para saber qué recibos tienes pendientes de pago, teniendo una mejor cobranza. * Tramites y Siniestros: tienes un menu para administrar los tramites y siniestros que realices para darles un mejor seguimiento. * Seguimiento: Desde la vista principal podrás tener un panorama general de tus próximas citas, tus ventas, información sobre los recibos de las pólizas, etc.

Spending Tracker and Manager - The smart yet simple way to track and manage your expenses. Monitor, understand and take actions so that your financial life can improve. It happens very often that we reach to a point in which we realize that our expenses exceed our thoughts and expectations. In those moments we decide that it is time to track the expenses and try to understand where our money ends up. Whether we want to save or just try to understand how we spend our money, the Spending Tracker and Manager application makes your work easier by providing essential details related to your way of spending in a smart and intuitive way. Money management is never easy but here are some great features that the application provides: EXPENSE & BUDGET TRACKING - fastest way in which you can record all your expense and income transactions - integrated calculator - sum up your transaction in one place - calendar visualization of all your transactions - easiest way to add your daily expenses - cards with quick view over the spendings and incomes in the last 7 days and last month - possibility to add notes and photo attachments to every transaction entry - quick view over the budget / expense over income CUSTOMIZATION - add, edit or remove expense and income categories - choose your preferred currency - multiple currency number formats - pick your first day of week - setup reminders for recurring financial transactions ANALYSIS - comprehensive charts that allow you to understand your spending and follow your expenses based on categories that you've created - quick summary over different expense categories - understand how you can better manage your money - date filters - analyze data on different time frames SAVE & EXPORT - PDF export functionality - multiple export formats - based on periods and expense/income categories SAFE & SECURE - lock your data under a password - be in control of your data at any time with backup, restore and reset functionality Take control on your spending, track and understand what happens with your money so you can make the best financial decisions. Good luck!