Create Tasks in SmartOffice from Nextiva with Tenfold
Nextiva is more than just a cloud-based phone service provider. We’re dedicated to helping you run your business efficiently and profitably – from anywhere, anytime. Our team has a “work hard, play hard” attitude, which means we love to have fun, yet we’re passionate about our jobs and delivering your business with exceptional service.Looking for a different integration? Click here
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