Cegid Expert

Description of Cegid Expert Application

The Cegid Expert application offers users within firms, particularly those using "Cegid Expert On Demand," direct and real-time access to their data from their mobile devices. This means that you can stay connected with your clients and manage your business on-the-go.

Key Features:

• My Clients: Easily search for a specific client, view recent clients, and manage your favorites.

  • Access detailed information about each client including characteristics, addresses, contacts, and documents stored in the GED system.
  • Quickly initiate a call or send an email directly from the app.
  • Utilize geolocation services to track and find clients easily.

• My Documents: Efficiently search for documents stored in the GED cabinet, either by client, overall, or recently added ones.

  • Insert new documents directly from your mobile device.
  • Send documents via email to any contact with ease.

• My Staff: Get quick access to essential data for your team members.

  • View and quickly access phone numbers and email addresses of your colleagues.

• My Notebook: Keep track of your thoughts and notes.

  • Write down notes manually or record them as audio.
  • Assign these notes to specific clients for easy reference later.

This comprehensive set of features makes Cegid Expert an indispensable tool for professionals looking to streamline their work processes and improve efficiency while working remotely.