Prospect Follow-up Card - Banking (Australia)
Form Template
Did you just serve a client that has more needs than you could address in your first meeting?
5,000 Companies save time and money with GoCanvas
Use this handy app to capture a prospects' details and create a reminder of what to do and when. Follow up later and make your customer's financial life easier to manage. Even take a photo of their business card! Add or customise details as you need.
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“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”
