The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
Tag: iPhone
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.