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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 Inforama Studio?

Streamline your approach to customer needs by consolidating how you collect and manage customer data from the first interaction to the last. With our Web Form editor, you can easily create smart forms that are compatible with multiple devices and websites. You have the option to utilize the data gathered from these forms or import your own, enabling you to craft personalized letters, emails, PDFs, and spreadsheets. By facilitating prompt and effective communication through various digital platforms, you can significantly boost customer satisfaction. Manage all your customer interactions through a centralized cloud-based dashboard. Establish seamless integrations with CRM systems and other cloud services or internal tools to ensure a holistic experience from start to finish. Encourage teamwork among colleagues, regardless of their location—whether they are in the same building, across different offices, or external partners—to efficiently handle customer inquiries. This method not only improves internal processes but also contributes to a quicker and more attentive service for your clients. Ultimately, by refining how you handle customer information, you foster a more engaged and loyal customer base.

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

$100 per month
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

Inforama

Date Founded

2008

Company Location

Ireland

Company Website

www.inforama.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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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