Preskoči na glavno vsebino
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Vega

avtor: Vega Minds

(8 ocene)

Save an hour a day by putting your inbox on autopilot.

Vega helps financial advisors reply to clients faster and better. Wake up to an inbox with magical drafts ready for your review, written in your style. Compose the perfect email with just a few words, using Vega’s specialized agents and context from your CRM and past conversations. Instantly record contact updates, tasks, and notes to your CRM. Vega is integrated with Wealthbox, Redtail, and Salesforce.

Zmogljivosti aplikacije

Ko je ta aplikacija v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta aplikacija ima dovoljenje za branje ali spreminjanje vsebine poljubnega elementa v vašem nabiralniku ter za ustvarjanje novih elementov. V poljubnem sporočilu ali elementu koledarja lahko dostopa do osebnih podatkov, kot so telo, zadeva, pošiljatelj, prejemniki ali priloge. Preglejte razvijalčev pravilnik o zasebnosti za več informacij o načinu upravljanja in obdelave osebnih podatkov.

Hiter pregled

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