Alert Management
Definition of alerts for all myCRM for Insurance entities, adaptable to the needs of each organization and with the possibility to configure the dates to be controlled.
General Features
Office365 integration
Incorporating Office365 tools into myCRM for Insurance for both data manipulation and document templates. Seamless integration with Microsoft Teams® for a fast and easy collaboration.
Document Management
Document management through integration with Microsoft SharePoint® for all myCRM for Insurance entities.
Email Management
Email management and centralization through integration with Microsoft Outlook®, with crm features into Microsoft Outlook®.