Create Tasks in SmartOffice from BBS with Tenfold
SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle critical tasks.SmartOffice has the power necessary to serve as the backbone of financial practice. The application is highly modular and can be configured to meet the needs of just about any business.
- contact and calendar management
- policy and investment tracking
- sales lead and opportunity tracking
- data import and reporting