insurancequestion
Expert
- 78
Is there anyway or any system that would allow nightly, weekly or monthly migration of customer data from Redtail CRM to Ezlynx?
We have a large client base on our Retail CRM that we want to remain seperate, but we want some of the data to go to Ezlynx so that we can quote our current clients without having to re input their information into Ezlyx every time.
Thanks
We have a large client base on our Retail CRM that we want to remain seperate, but we want some of the data to go to Ezlynx so that we can quote our current clients without having to re input their information into Ezlyx every time.
Thanks