Exchange Sync For SmartOffice
WHAT IS IT?
In today’s business world, a person will use a CRM, such as Ebix SmartOffice, as well as Outlook. Both systems store important information about contacts, appointments, tasks and emails. These systems are not designed to talk to each other, causing a person to end up with two sets of partial information. Exchange Sync is an innovative new tool from the experts at Financial Computer to securely connect your Outlook and SmartOffice without plugins.
WHO CAN USE IT?
Exchange Sync can be utilized by any SmartOffice user that has a Microsoft Exchange account. It is ideal for a salesperson on the go and the team that supports them.
HOW DOES IT WORK?
Using the Exchange Sync is easy. Click on Sign Up below and enter in the information about your SmartOffice connection and Outlook connection. Select how you want it to sync and we do the rest.