NEW CRM FUNCTIONALITYE-Z Data Inc., a Pasadena, Calif.-based provider of front-office systems for insurance companies, banks, broker-dealers, general agents, agents and investment advisors, has released SmartOffice 5, the newest version of the company's Web-based customer relationship management and agency and practice management software. SmartOffice 5 provides new functionality, including customizable user views and settings, new investment downloads, and improved collaboration and visibility. SmartOffice 5 is designed to simplify system navigation and consistency while reducing keystrokes and providing detailed reporting capabilities.
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