Cassfri Asesor

The advisor can manage his client portfolio (Registration of

Clients, Location and information about them).

The advisor reports all his activity during his work day.

(Visits, Lunch, Office Time)

The advisor plans his future activities (route) which

allows you to work efficiently and in an orderly manner.

The advisor can edit his client portfolio and review his management statistics.

The manager can track the location of the advisor at any time

real.

The manager can review, edit and locate the portfolio of all

clients belonging to your area.

The manager can review statistics and management reports

of your advisors (percentage of daily performance, monthly coverage,

new clients, visits per day.

The manager can modify and delete advisor profiles.

The manager receives notifications when the advisor approaches his

home at inappropriate times, and when it changes its status to inactive in

the application.

The manager reads basic statistical reports on the management of

each advisor