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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 Instant Booking?

Smart-office software designed for managing both rooms and flexible office spaces, available in SaaS, on-premises, or hybrid models, facilitates the booking of rooms or desks around the clock while also enabling the scheduling of audio and video conferences. Users can reserve available resources such as meeting rooms, desks, and parking spots through popular messaging platforms like Exchange, O365, Google, and Lotus, as well as through mobile devices on Android and iOS, or via RoomPad, GroomPad, Instant Booking Portal, and an Outlook plugin. Additionally, the system offers features for managing visitors, hospitality services, and reporting issues, along with digital signage capabilities. This innovative solution supports 13 languages and operates in 45 countries, making it accessible to a diverse range of users. Furthermore, it seamlessly integrates with various IoT sensors and video conferencing systems to enhance overall functionality and user experience.

Media

Media

Integrations Supported

AMX
EV Service Manager
Google Calendar
HCL Domino
HCL Notes
Jira
Jira Service Management
Maxio
Microsoft 365
Microsoft Authenticator
Microsoft Exchange
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
MoneyGuidePro
RightCapital
VergeSense
Wowza
Zoom

Integrations Supported

AMX
EV Service Manager
Google Calendar
HCL Domino
HCL Notes
Jira
Jira Service Management
Maxio
Microsoft 365
Microsoft Authenticator
Microsoft Exchange
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
MoneyGuidePro
RightCapital
VergeSense
Wowza
Zoom

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

SharingCloud

Date Founded

2010

Company Location

France

Company Website

www.sharingcloud.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

Digital Signage

Automatic Player Updates
Content Scheduling
Media Library
Multi-Screen Support
Remote Deployment
Remote Display Management
Visual Editor

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Facility Management

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
Work Order Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Meeting Room Booking System

Digital Signage
Internal Meetings
Multi-Location
Online Booking
Payment Processing
Third Party Booking
Utilization Reporting
Vendor Management
Visitor Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Space Management

Change Management
Design Management
Floor Plans & Maps
For Offices
For Retail
Occupancy Management
Planogramming
Shelf Planning
Space Reservation
Usage Tracking / Analytics

Visitor Management

Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List

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