This is the Branscome Client Information App. It was developed in-house to provide our employees with the most up to date information possible regarding customer accounts, and also to help facilitate the flow of information throughout our company to allow our sales team to better serve our customers.
Currently, the app serves as a hub for different types of information that would normally need to be acquired piecemeal to get the whole, current picture of a clients account. Once you open the details page for a particular client, it only takes one tap to begin navigation to their office or dial their number. Notes or thoughts after meetings can be entered on the conversations page for a customer, and other sales agents who have that customer in their favorites list will be notified immediately. Various list items are also color coded to symbolize their status, so it may not take more than a glance to garner the information youre looking for.