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 Matrix Pointe Software?
The justice ecosystem has undergone a significant transformation due to the groundbreaking solutions introduced by Matrix. Our all-encompassing system streamlines the judicial process, empowering our clients to operate at maximum efficiency and effectiveness. A key feature of the Matrix platform is its ability to integrate law enforcement agencies, prosecutors, courts, and defense attorneys into a harmonious unit. Through our software, we provide seamless solutions that connect the entire justice community, delivering essential information to automate smart workflows and accelerate legal proceedings, all while decreasing administrative errors and minimizing waste. The Matrix Suite, complemented by its online solutions, has revolutionized vital procedures, including the electronic submission of cases by law enforcement, the handling of these cases by prosecutors, the distribution of discovery materials to defense counsel, and the filing of cases with the judiciary. By merging these technologies with our specialized legal and engineering expertise, we guarantee a significant return on investment for our clients. Ultimately, Matrix not only improves individual functions but also promotes collaboration throughout the entire legal framework, creating a more efficient and interconnected justice system. This holistic approach to justice innovation sets a new standard for what is possible in legal operations.
Integrations Supported
Discourse
Google Drive
Mailchimp
Microsoft 365
Microsoft Teams
MoneyGuidePro
PayPal
RightCapital
Salesforce
Stripe
Integrations Supported
Discourse
Google Drive
Mailchimp
Microsoft 365
Microsoft Teams
MoneyGuidePro
PayPal
RightCapital
Salesforce
Stripe
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
Matrix Pointe Software
Date Founded
2000
Company Location
United States
Company Website
www.matrixpointesoftware.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
Court Management
Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking
Jail Management
Booking
Cell Maintenance
Check In / Out
Commissary Management
Incarceration Records
Inmate Accounting
Officer Shift Notes
Time Management
Law Enforcement
Case Management
Certification Management
Court Management
Court Management Integration
Crime Scene Management
Criminal Database
Dispatching
Evidence Management
Field Reporting
Incident Mapping
Internal Affairs Administration
Investigation Management
Scheduling
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting