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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 PANTHEON Farming?

In light of the complexities inherent in contemporary agriculture, we have integrated multiple farming sectors into a cohesive framework that includes various applications, versatile IoT integrations, web service data delivery, and a thorough back-office solution, all designed to address the specific needs of farmers. Managing a farm efficiently can be challenging, as it requires access to a wealth of accurate information for prompt and effective decision-making, with errors potentially leading to significant financial losses. Regardless of the scale of your agricultural operation, employing technology can significantly lower costs while improving your financial results. With PANTHEON Farming, you are equipped to manage every aspect of your farm's production, allowing you to make data-driven decisions that can enhance cost efficiency and boost profitability. Furthermore, as agriculture increasingly emphasizes ecological sustainability, it has become crucial to align farming practices with environmental responsibility, especially given numerous EU policies promoting sustainable practices. Therefore, embracing innovative agricultural methodologies not only strengthens your financial performance but also plays a vital role in advancing essential ecological objectives, ensuring a more sustainable future for all.

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

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

datalab

Company Location

Slovenia

Company Website

www.datalab.ch/

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

Farm Management

Barcoding / RFID
Built-in Accounting
CRM
Contract Management
Crop Management
Customer Management
Financial Management
Greenhouse Management
Inventory Management
Labor Management
Livestock Management
Order Processing
Pricing Management
Supplier Management
Traceability
Weather Records

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