Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 INVERS CloudBoxx?
Launching a carsharing, moped sharing, or any shared mobility initiative necessitates the integration of telematics (IoT) to convert standard vehicles into a fully functional fleet suitable for shared use. The INVERS CloudBoxx effectively fulfills this requirement, serving as a premier telematics solution that manages tens of thousands of shared vehicles in over 50 countries, highlighting its expansive global presence. Developed in Germany, it functions as a dependable backbone for leading shared mobility companies, boasting an exceptional reliability rating that exceeds 99.9%. Its compatibility with any vehicle type provides unmatched flexibility, empowering you to choose the vehicles and software tools that will shape your unique service offering. Additionally, all elements of our products, including hardware, firmware, and software, are created in-house, ensuring a cohesive and modular solution for our clients. The integrated eSIM card allows for multi-network-provider roaming, guaranteeing that you enjoy optimal connectivity with the best available networks at all times. This holistic strategy not only streamlines operational efficiency but also significantly enhances the user experience, making shared mobility more reliable and accessible than it has ever been, ultimately paving the way for broader adoption in urban settings. As cities continue to evolve, adopting such innovative solutions will be crucial for meeting the growing demand for sustainable transportation options.
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
INVERS
Company Location
Canada
Company Website
invers.com/en/solutions/cloudboxx/
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