我的事業園地 vs clientnote客戶筆記

歡迎使用「我的事業園地」，輕鬆掌握展業即時訊息！ 本程式內容包含： 1. 推撥通知：手機推撥提醒各項照會及申請進度。 2. 最新消息：公文發布、展業訊息。 3. 保單查詢：保戶基本資料、保單資料。 4. 保單照會：各項行政作業照會。 5. 0800照會：保戶服務中心照會。 6. 通知查詢：扣款不成功、還本給付、投資收益給付、理賠給付通知等各項行政作業通知。 7. 進度查詢：新契約、保全、理賠等案件辦理進度查詢。 8. 展業支援：新契約報備、集彙件代號查詢、特約體檢醫院、我的事業園地。

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.