Moving your data from other CRMs to AgentOffice doesn’t have to be a painful process if you know what to do. That’s why we’re breaking it down into simple steps for you.
Searchable files for each client, including detailed family information, phone numbers, e-mail, website information and co-contact information. Categories and user defined fields for each client ensure you can easily set up groups for mail merge. Everything you need to know about your leads, active and past clients at your fingertips.
