Tier1 for Intune

Tier1 for Intune is for admins to protect BYOD environments with mobile application management. This app helps admins to protect client data while keeping employees connected with CRM.

Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.

Access your clients key information on the road.

• Bio, tier, interactions, interests, company description, hierarchy, notes, and files.
• Relationships with others at your firm.
• LSEG ownership and profile data.
• Past and live deals, deals you have shown them.

Save time at the office by doing more on your phone or tablet.

• Manage your contacts and lists.
• Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
• Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
• Review your client files while in transit.

Request a demo to learn how you can accelerate your firm’s digital transformation with optimized client relationship management.