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 Infor SmartSeries?
Infor SmartSeries represents a robust software suite that combines intuitive restaurant point of sale (POS) features with extensive enterprise solutions. This cutting-edge system incorporates sophisticated technologies that boost production automation and refine inventory management, ultimately aiding in cost reduction and enhancing the quality of customer service. The cohesive tools found within SmartSeries facilitate a smooth flow of information across various environments, including restaurants, corporate offices, and franchises. Furthermore, the platform is designed to be customizable, allowing businesses to adjust features according to their unique operational requirements, which helps improve efficiency based on their specific type, kitchen layout, drive-through operations, unique menu offerings, and client preferences. For eateries that handle significant customer volumes, whether in table service or quick-service formats, SmartSeries equips them with powerful back-of-house functionalities that work in tandem with front-of-house POS systems, thereby enhancing staff coordination and elevating customer satisfaction. Additionally, the system’s adaptability and integration capabilities make Infor SmartSeries an indispensable resource for restaurants striving to excel in a competitive landscape, ensuring they can meet and exceed evolving market demands. This comprehensive approach positions establishments to respond effectively to customer needs and operational challenges alike.
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
Infor
Date Founded
2002
Company Location
United States
Company Website
www.infor.com/products/smartseries
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
Restaurant Management
Billing & Invoicing
Built-in Accounting
Employee Management
Food Costing
Inventory Management
Kitchen Management
Menu Management
Payroll Management
Point of Sale (POS)
Reporting/Analytics
Reservations Management
Sales Tracking
Table Management
Wait List Management
Waitstaff Management
Restaurant POS
Delivery Management
Gift Card Management
Inventory Management
Loyalty Program
Mobile Access
Online Ordering
Order Management
Reporting/Analytics
Separate Checks
Split Checks
Table Management
Tips Management