Our G Suite Synchronization capabilities enable real-time synchronization of schedule items, tasks, and contacts. Our smart conflict detection and resolution features ensure data accuracy and completeness. This automatically allows advisors to access the task view and schedule events in our CRM product as well as in Gmail and view detailed contact information from both systems.
And that’s not all!
Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.Book a Demo keyboard_arrow_right
Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right