Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
Integrations Supported
AMX
EV Service Manager
Google Calendar
HCL Domino
HCL Notes
Jira
Jira Service Management
Maxio
Microsoft 365
Microsoft Authenticator
Integrations Supported
AMX
EV Service Manager
Google Calendar
HCL Domino
HCL Notes
Jira
Jira Service Management
Maxio
Microsoft 365
Microsoft Authenticator
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