Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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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 Cartwheel?
Enhance your internal delivery operations by leveraging AI-powered routing and automated dispatching capabilities. By tapping into competitive pricing from outside delivery providers, you can further streamline your services. A centralized platform will allow you to keep an eye on both your in-house and external drivers effectively. By integrating third-party drivers into your fleet, you can significantly triple your delivery capacity, opening up new possibilities in challenging markets. Effectively manage driver shortages to ensure that your online ordering services remain consistently available. Commit to operational growth and efficiency within your delivery system. By improving customer retention, increasing the frequency of orders, and refining acquisition strategies, you can create a more robust business model. Enhance customer loyalty and engagement through features like branded, real-time order tracking, promotional banners, and integration with Google Reviews for all deliveries. Simplifying the management of incoming orders allows for easy assignment of drivers, real-time order monitoring, and the collection of insightful data through comprehensive analytics. Additionally, these improvements will empower your business to swiftly adapt to changing market demands and customer preferences, ensuring long-term success. Ultimately, staying ahead in the delivery landscape requires a commitment to continuous innovation and responsiveness.
Integrations Supported
Burq.io
ChowNow
Deliverect
DoorDash
GoParrot
MoneyGuidePro
Nash
Olo
Orders.co
RightCapital
Integrations Supported
Burq.io
ChowNow
Deliverect
DoorDash
GoParrot
MoneyGuidePro
Nash
Olo
Orders.co
RightCapital
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Free
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
Cartwheel
Date Founded
2020
Company Location
United States
Company Website
trycartwheel.com
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
Delivery Management
Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback