clientnote客戶筆記 vs Trinity

By keeping detailed records of every client, customer, or friend — from their communication style to dining preferences — you make people feel seen, remembered, and valued. This attention to detail not only increases your closing rate and customer retention, but also strengthens friendships and expands your professional network. Each meeting becomes more meaningful. Every interaction turns into a new opportunity. For individuals Gain a clear view of your existing connections and resources. Develop genuine relationships starting from small details — all in a lightweight, personalized, and easy-to-use app designed for everyday life. Key Features Contact & Relationship Log: Record personal details and every interaction in a structured list view. Quick Search: Forgot a name? No problem. Use keywords to instantly find anyone — keep your relationships continuous. Local Storage: All data stays securely on your device. Your privacy is fully protected. Whether you’re in insurance, real estate, sales, beauty, or entrepreneurship, this app helps you clearly visualize your personal and professional network. Turn every connection into long-term trust. Make every follow-up warmer and more effective.

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。