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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.

What is BILDX Sales Technology?

BILDX Sales Technology, in partnership with Further, offers an extensive range of services, which includes BILDX Live, BILDX Lead Nurture, and BILDX High Touch Inbound Contact Center. These services are designed to work seamlessly together, with our Senior Housing Advisors expertly managing both new digital leads and inquiries from third parties, while also providing real-time responses to inbound phone calls, thus serving as a comprehensive point of contact. Collaborating with BILDX allows our team to integrate effectively into your operations, guaranteeing that each interaction goes beyond a mere transaction, thereby enriching the overall experience for your clients during their inquiry process. This synergistic approach not only builds stronger connections but also ensures that your clients benefit from outstanding support at every stage, ultimately leading to increased satisfaction and loyalty. In the end, the goal is to create an environment where clients feel valued and understood throughout their journey.

Media

Media

Integrations Supported

MoneyGuidePro
RightCapital

Integrations Supported

MoneyGuidePro
RightCapital

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

Ebix

Date Founded

1989

Company Location

United States

Company Website

www.ebix.com/smart-office

Company Facts

Organization Name

Bild & Co

Date Founded

1999

Company Location

United States

Company Website

www.bildandco.com/bildx

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

Categories and Features

Assisted Living

Admissions Management
Billing & Invoicing
Building Maintenance
Care Planning
Event / Activities Planning
Incident Management
Marketing / Lead Management
Meal / Nutrition Management
Medical Records
Medication Tracking
New Resident Assessment
Resident Info Management
Scheduling
Staff Management
Work Order Management

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