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ClientManager for Outlook

ClientManager (Pty) Ltd.์— ์˜ํ•ด

Upload emails directly to ClientManager Financial Planning CRM from Outlook.

Access ClientManager Financial Planning CRM directly from within Outlook. Upload emails for compliance tracking directly to the ClientManager CRM, from your inbox.

์•ฑ ๊ธฐ๋Šฅ

์ด ์•ฑ์„ ์‚ฌ์šฉํ•˜๋ฉด
  • ์ธํ„ฐ๋„ท์„ ํ†ตํ•ด ๋ฐ์ดํ„ฐ๋ฅผ ๋ณด๋‚ผ ์ˆ˜ ์žˆ์Œ
  • ์ด ์•ฑ์€ ๋ณธ๋ฌธ, ์ œ๋ชฉ, ๋ณด๋‚ธ ์‚ฌ๋žŒ, ๋ฐ›๋Š” ์‚ฌ๋žŒ, ์ฒจ๋ถ€ ํŒŒ์ผ ์ •๋ณด์™€ ๊ฐ™์€ ํ™œ์„ฑ ๋ฉ”์‹œ์ง€์˜ ๊ฐœ์ธ ์ •๋ณด์— ์•ก์„ธ์Šคํ•˜๊ณ  ๊ฐœ์ธ ์ •๋ณด๋ฅผ ์ˆ˜์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์ด ์•ฑ์€ ์ด ๋ฐ์ดํ„ฐ๋ฅผ ํƒ€์‚ฌ ์„œ๋น„์Šค์— ๋ณด๋‚ผ ์ˆ˜๋„ ์žˆ์Šต๋‹ˆ๋‹ค. ์‚ฌ์„œํ•จ์˜ ๋‹ค๋ฅธ ํ•ญ๋ชฉ์€ ์ฝ๊ฑฐ๋‚˜ ์ˆ˜์ •ํ•  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.

ํ•œ๋ˆˆ์— ๋ณด๊ธฐ

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