프리미오 - 스마트 고객관리, 맞춤 메시지 발송

(주)메이크아이티

About this app

Premio is a smart customer management app for professionals where client relationships are important, such as insurance agents, judicial assistants, and tax accountants. [Key Features]

1. Smart Customer Management
- Contact-based customer registration and group classification
- Setting nicknames for each customer (e.g., Kim Cheol-su -> Mr. Kim)
- Managing detailed information such as importance, memo, occupation, and company
- Registering anniversaries (birthdays, wedding anniversaries, contract dates, etc.) and notifications

2. Personalized Message Creation
- Creating natural-sounding messages that reflect your speaking style
- 1:1 personalized messages reflecting customer information
- Providing situational message templates for holidays, birthdays, greetings, etc.

3. Scheduled Sending System
- Setting sending schedules by group (weekly/monthly)
- Preparing personalized messages for each customer in advance
- Checking and editing messages before sending
- Choosing between sending via notification or automatic sending

4. Sending History Management
- Recording who sent what message, when, and at what time
- Viewing customer communication history at a glance

5. Feed & News
- Latest industry news in insurance, finance, tax, etc.
- Providing summaries to quickly grasp key points
- Providing useful content to share with customers

[Recommended for]

- Insurance agents managing hundreds of customers
- Existing Tax accountants and judicial assistants for whom maintaining client relationships is important

- Those who want to send regular greeting messages to clients

- Sales professionals who do not want to miss client anniversaries

What’s new

자동 문자 발송 안정성을 개선하고 일부 오류를 수정했습니다.