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What is SmartOffice?

SmartOffice enables users to view, edit, create, and print Microsoft Office and PDF documents directly from their mobile devices, while SmartOffice PDF specifically provides features to view, annotate, and highlight PDF files. Additionally, users can convert Office documents into PDFs, saving them to their mobile devices or cloud accounts, and print wirelessly to thousands of compatible printers. The SmartOffice Mobile App serves as a comprehensive alternative to MS Office 365 and is available for download on both Google Play and the App Store for personal use, with options for enterprise users to integrate the app within a security platform to enhance mobile productivity. Furthermore, the SmartOffice SDK offers a variety of solutions that can be effortlessly incorporated into your enterprise's document workflow, allowing for seamless integration with your EFSS or MDM systems. This flexibility ensures that the SmartOffice mobile app can be effectively utilized within a secure enterprise environment, making it a valuable tool for businesses looking to enhance their document management processes.

What is SmartOffice CRM?

To thrive as a financial advisor, it is crucial to improve your clients' financial conditions in a manner that highlights the worth of your expertise. This entails gaining a more profound understanding of their financial realities and requirements than they might have themselves. Implementing an advanced technology solution can yield essential insights that enhance your ability to analyze, assist, and engage with your clients more effectively. SmartOffice, a customer relationship management (CRM) platform from Ebix, is tailored to support financial services professionals in managing these critical tasks. Its comprehensive features make SmartOffice a key element of your practice's infrastructure. The platform's modular architecture allows customization to meet the unique needs of nearly any business structure. Furthermore, SmartIntegrator provides your IT team with the tools to integrate various systems with SmartOffice smoothly, leveraging its open API for customized connections to both internal and external applications. By utilizing these sophisticated tools, you can significantly boost your service capabilities while simultaneously fortifying your client relationships. Ultimately, investing in such technology not only enhances operational efficiency but also fosters a deeper trust between you and your clients.

Media

Media

Integrations Supported

AWS Marketplace
Asset-Map
MoneyGuidePro
RightCapital
Riskalyze

Integrations Supported

AWS Marketplace
Asset-Map
MoneyGuidePro
RightCapital
Riskalyze

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Artifex Software

Date Founded

1993

Company Location

United States

Company Website

artifex.com/products/smartoffice/

Company Facts

Organization Name

Ebix

Date Founded

1989

Company Location

United States

Company Website

www.ebix.com/smart-office

Categories and Features

Office Suites

Calendar & Scheduling
Charts / Graphs
Collaboration Tools
File Management
PDF
Presentations
Spreadsheets
Text Chat
To-Do List / Notes
Web/Video Conferencing
Word Processing

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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