#CRM Enhancement: Sync CRM Contacts for Egypt Insurance on POS

Modified on Fri, 8 Aug at 2:00 PM

Introducing our latest enhancement on CRM module, which will improve your system experience and usability.



Sync CRM Contacts for Egypt Insurance at POS 


We’re excited to introduce the enhanced CRM Contact Sync for Egypt Insurance at POS  Report to help you gain better insights and transparency in your reporting!






⚙️ Functionality

We’ve improved the CRM Contact feature to automatically sync insurance details entered at the POS with the corresponding CRM contact. Now, when insurance information is added for Egypt customers, it will be instantly linked to the correct contact in the CRM.





Value

Efficiency Boost: Save time by automatically syncing insurance data without needing to enter it manually in the CRM.

Improved Accuracy: Eliminates the risk of mismatched or outdated customer insurance details, ensuring your CRM is always up-to-date.

Faster Service: Quickly identify and serve returning customers at the POS with the new dropdown search functionality, making the process smoother for both staff and customers.

Data Integrity: Reduces errors and ensures all customer information is consistent across both POS and CRM systems.






Stay compliant and in control with the new and improved CRM Contact syncing for Egypt Insurance at POS!






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