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KindeKinde is auth for modern applications. Our powerful user authentication integrates in minutes and has a free tier to let you get started straight away. Every aspect of Kinde is designed to help your business grow and scale. From startup to IPO in a single platform. Authentication happens at some of the most important, and highly impactful, places in your customers' journey. Our powerful builder allows you to make sure that your pages are on brand and as beautiful as the rest of your website and product experience. Up-level your security with multi-factor authentication (MFA). Give your users access to advanced authentication options, protecting them from reused or breached passwords. Take control of user authorization and access with enterprise SSO and custom SAML so that you can support your biggest customers as quickly as possible. Manage users from one beautiful dashboard or using the API. Add and invite users, manage roles and permissions, and get a complete picture of your user activity. Complex businesses need software that reflects their structure and restricts data access to only the people who should see it. That’s why we’ve included outrageously powerful controls to help you manage your businesses, teams, and users in the most frictionless way possible. Controlling who can access which individual pieces of data and interface is critical to protecting your business and your customers. Hierarchical role-based access control is the best way to manage this. Allowing strict control and flexible assignment – aligning everything from your business view of the world right down to the code you ship to customers. Kinde was created by founders and engineers to help businesses generate more revenue, reduce costs and make lifelong loyal customers – in one place. Every day, Kinde gives our community of founders and partners across the globe, the infrastructure they need to build anything they can imagine.
What is smartOFFICE Online?
smartOFFICE is distinguished as the only cloud-based, enterprise-grade workflow solution tailored exclusively for custom smart home integrators, developed by industry specialists. Our cutting-edge tools enable you to swiftly create impressive proposals, and after securing an agreement, you can effortlessly invoice clients, source products, and manage work schedules. Elevate your business operations with smartOFFICE Online today; it assists you from the initial engagement all the way to generating stunning online or PDF proposals in mere minutes, while also managing purchasing, inventory control, project management, time tracking, and integration with accounting platforms such as QuickBooks Online or Desktop. As a holistic end-to-end solution, smartOFFICE provides all the essentials needed to optimize your business processes. With our user-friendly Welcome Process, you can establish a functioning demo showcasing the brands you provide in under five minutes. Furthermore, you can utilize our smartPRENEUR Academy to access a comprehensive demo and learn at your own pace, typically achievable within an hour. This approach ensures that you not only become adept at using the software but also gain the confidence to unlock your business's full potential, paving the way for future success. In this way, smartOFFICE stands as a vital partner in your journey toward operational excellence.
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.
Integrations Supported
MoneyGuidePro
RightCapital
API Availability
Has API
API Availability
Has API
Pricing Information
$29.99/month/user
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
Simply Reliable
Date Founded
2002
Company Location
United States
Company Website
www.simplyreliable.com/smartoffice/
Company Facts
Organization Name
Ebix
Date Founded
1989
Company Location
United States
Company Website
www.ebix.com/smart-office
Categories and Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
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