Integración con SmartOffice

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Descripción general

Integrate your SmartOffice CRM with Salescaling to manage your insurance or financial advisory business.

Cómo funciona

  • When a new client is created in SmartOffice, a new contact is automatically created in Salescaling.
  • Keep your client, policy, and sales data perfectly in sync.
  • A smart solution to help you better understand and manage your clients.