The Zinnia SmartOffice Team--Wael Boutros, Sean Graham and Justin Bishop--at Osaic ConnecTED 2024. Stop by booth 336 and say hi!
关于我们
SmartOffice is true practice management that helps your growing firm manage multiple lines of business and a large client base from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, cloud-based, financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do drive more business while building and maintaining strong client relationships.
- 网站
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https://www.ebixcrm.com/
Zinnia SmartOffice的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 1,001-5,000 人
- 类型
- 上市公司
- 创立
- 1995
- 领域
- crm和agency management
Zinnia SmartOffice员工
动态
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Webinar: Take a live tour of SmartOffice CRM Wednesday, June 12th - 2024 11am PDT / 2pm EDT Register: https://hubs.li/Q02zR_Z80
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Webinar: Take a live tour of SmartOffice CRM Wednesday, June 12th - 2024 11am PDT / 2pm EDT Register: https://hubs.li/Q02zRV__0
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Click here to find out more about Zinnia's Life and Annuities Exchange Solutions! https://hubs.li/Q02zYG_G0
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Click here to find out more about Zinnia's Life and Annuities Exchange Solutions! https://lnkd.in/eDTa6u3U
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Hello SmartOffice Users! Do you know that you can reassign other users' activities on any calendar screen? It's really useful to reassign some or all activities from one user's calendar to another. Click the link below for more information on this topic. https://hubs.li/Q02qYkYN0 Hope you have a wonderful weekend!
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Zinnia to Acquire Ebix Inc.’s Life and Annuity Software Assets, Continuing Its Mission to Deliver Solutions that Simplify Insurance and Power Industry Growth - https://hubs.li/Q02llSc30
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Personal Best Video: What is Sleep Debt? For more Health and Wellness content, follow us at: https://hubs.li/Q02fTVtF0